January 9th: Welcome 2020 With The PBHFA & FICPA In West Palm Beach!!!

Join us on January 9th from 6:00 to 9:00 PM at the hip Grandview Public Market in West Palm Beach for a members-only evening of deal-making, networking, and reuniting with friends as we welcome the new year!!

Sponsored by the Florida Institute Of CPA’s & Kaufman Rossin, the evening promises to be a fabulous time!

The event is strictly members-only and by RSVP.  Members stay tuned for your personal invite!!

 

 

 

 

 

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An Over-Sold, Elegant Evening At The Breakers!!

An Over-Sold, Elegant Evening At The Breakers!!

Our deal-making dinner, with Fenics UST,  at the Breakers was an incredible success!!

An oversold crowd of members and guests mingled in the first-class atmosphere of the Breakers Beach Club.  As the sound of winter seas lashing the Breakers seawall filled the air, attendees enjoyed a premium open bar, a wide variety of gourmet Hor D’oueves, and intense conversations with hedge fund professionals, money managers, investment bankers, and a wide variety of financial mavens.   Multiple deals, opportunities, investing/trading strategies and market projections were discussed as new friendships were forged and old ones reignited.

Next, we all moved into the ocean-facing ballroom for […] Read more

Slide Show From Our Terrific Deal Making Social!!

Slide Show From Our Terrific Deal Making Social!!

We had an absolutely terrific time at our June 6th Deal Making Social!

Over 100 members and their guests joined us at the iconic West Palm Brewery and Wine Vault.  Fantastic Hor d’Oueves and tasty brew were flowing as the elite of South Florida’s hedge fund and investment professionals mingled with investors, family office leaders and a host of alternative asset managers, as well as CPA’s and attorneys.

Talk of unique opportunities, the financial markets, the local and international economy filled the air as friendships were formed and peers reunited.

Our sponsors FICPA, Engineered Tax Services, and Clarity helped us host a truly […] Read more

Hedge Fund Managers Flocking To Miami Creates Massive Private School Wait Lists

Hedge Fund Managers Flocking To Miami Creates Massive Private School Wait Lists

Wealthy CEOs and hedge-fund managers are flocking to Miami for the tax breaks, and it’s creating massive waiting lists at the area’s elite private schools

Katie Warren
CLICK HERE FOR ORIGINAL SOURCE-– BUSINESS INSIDER BY KATIE WARREN

“Tax refugees” moving to Florida from New York, New Jersey, California, and other states are prompting huge waiting lists at elite Miami private schools. Getty Images

Wealthy CEOs and hedge-fund managers from high-tax states like New York, New Jersey, and California are flocking to Miami for the tax breaks.
The influx of affluent out-of-state buyers is creating huge waiting lists at the area’s most elite private schools.
One school said the number […] Read more

A Valuable Evening With UBS Private Wealth & FLSV

A Valuable Evening With UBS Private Wealth & FLSV

On February 13th, The Palm Beach Hedge Fund Association hosted an educational evening with UBS & Frankel Loughran Starr & Vallone LLP.

UBS’s Private Wealth Management Team of CJ Van Hoek, Nathalie Tremblay & Amato Zarro led the discussion with a focus on UBS’s Premier Hedge Fund Program.  The program emphasizes how hedge fund managers & employees can create liquidity by borrowing against their LP interests.

 

Keeping with the timely, actionable information; the team of Mary Elizabeth Tarter,  Alan Frankel, Hyejin Tak & Gregg Martorella of FLSV provided deep insight into the latest tax cuts and job act.  It was fascinating learning […] Read more

February 15th : MIAMI At The Setai SOLD OUT !!!

 

 

SOLD OUT!!!!!   SOLD OUT !!!!   SOLD OUT !!!

 

Join the PBHFA & SuperYacht One at The Setai on Miami Beach for our February Deal Making Luxury Soiree!!   You will experience the ultimate in luxury as we mingle, talk markets, discuss the economy, and make deals at the incredible Asian Night Bazaar!  MEMBERS ONLY!   

Invites To Follow!

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Welcome the Van Hoek/Tremblay Team of UBS Private Wealth Management !!

Welcome the Van Hoek/Tremblay Team of UBS Private Wealth Management !!

We are proud to announce a strategic partnership with the Van Hoek/Tremblay Team of UBS Private Wealth Management.

PR.com  
January 26, 2019 

West Palm Beach, FL, January 26, 2019 –(PR.com)– The Palm Beach Hedge Fund Association (PBHFA) is thrilled to announce new members and sponsors, Cornelis Johannes “CJ” Van Hoek and Nathalie Tremblay from the Van Hoek/Tremblay team of UBS Private Wealth Management in West Palm Beach.

The Van Hoek/Tremblay team has a unique focus on providing wealth management and tailormade lending solutions to highly-sophisticated hedge fund managers.

“Our team provides bespoke solutions for the complex issues that can arise for Hedge Fund and Private […] Read more

South Florida Mansion Sales Surge !

South Florida Mansion Sales Surge !

 

As a testament to our wonderful region, this fantastic article by  Prashant Gopal and Jonathan Levin from Bloomberg, documents how wealth is continuing to move into Palm Beach County and South Florida.  As a sideline,   Dave Goodboy, PBHFA’s founder is mentioned.

 

For the past year, Florida real estate agents have been actively courting wealthy Northeasterners who took a hit from the Trump administration’s tax overhaul. Now signs are emerging that some of those disgruntled taxpayers are indeed jumping at the chance to cut their tax bill by moving to Florida.

Luxury sales are slowing across the country, from New York to California, but they’re rising in […] Read more