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

Our 2019 Season Kick Off Soirée: A Fantastic Time !   (SLIDE SHOW)

Our 2019 Season Kick Off Soirée: A Fantastic Time ! (SLIDE SHOW)

Our 2019 Season Kick-Off Soirée was incredible.  Hosted by Virgin/Brightline, guests were treated to a wide variety of delicious Hor d Oueves, drinks and ambiance.  Members and guests mingled, chatted, and forged business relationships, as well as made new friends as the evening progressed.  I heard of several intriguing financial deals in the works and the positive energy was ultra-high in the venue.

As we moved to the educational aspect of the evening, John Jannarone of IPOedge.com & CorpGov.com filled us in on his philanthropic project Take Stock In Children. It was amazing to learn about how such a small donation […] 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

Palm Beach Global Finance Forum: A Huge Successs!!

Palm Beach Global Finance Forum: A Huge Successs!!

The first annual Palm Beach Global Finance Forum was a huge success across the board!

As nearly 300 hedge fund, wealth, and alternative asset professionals gathered at the beautiful, oceanfront Four Seasons Resort on Palm Beach Island, we quickly learned that this would be no ordinary conference.

Rather than the same old, same old, guests were treated to a tour de force of billionaires, allocators, and cutting edge financial thinkers from the stage.

PBHFA Founder David S. Goodboy chatting with Jeff Greene

 

Names like real estate billionaire Jeff Greene, Terrapin Partner’s Nathan Leight, Marc Bell co-founder of the $9 billion REIT Armour […] 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

Slideshow From Our Miami Luxury Deal Making Event !!

Slideshow From Our Miami Luxury Deal Making Event !!

What an incredible night!  Guests were treated to the ultimate in luxury as the Setai Hotel rolled out the red carpet for our members and guests during their iconic Asian Bazaar night.  Our sponsors, Christophe Claret, SuperYacht One, and Provident Jewelers displayed their wares as we discussed markets, businesses, politics and the economy.  I am aware of several new business connections, multiple friendships, and likely investments as information flowed as easily as the top-shelf drinks and gourmet hor d oeuvres between our members and guests.  Believe it or not, even a marriage was announced by one of our invited guests!!!  Congratulations […] 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!

[…] Read more