NTCH Conference...

... the NTCH’s primary educational tool is its annual conference, which takes place during the fall of each year. NTCH had been holding conferences since 1976. The conference features a full agenda of presentations by specialists in the field and peer group discussion. These workshops are hosted by sponsoring banks. 

2015 Conference

JPMorgan is proud to host the 40th anniversary of the National Trust Closely Held Business Association conference.  The conference will run from the afternoon of Monday, September 14 through the morning of Thursday, September 17.  This year’s program continues the NTCH tradition of insightful presentations on topics essential to closely held asset management, opportunities to interact with some of the brightest people in our industry, and a chance to network with colleagues from across the country.  Please join us at this year’s gathering.

The conference will feature many of the topics we deal with regularly in the business of closely held asset management. Presentation topics will include, among others:

Managing fiduciary riskBusiness valuation roundtable
Best practices in corporate governanceMergers and acquisitions roundtable
U.S. economic outlookMineral interest valuation and industry outlook
Real estate industry outlookFinancial institution valuation and industry update
Management of music & book royalty interestsNavigating the IRS audit process & potential pitfalls
Creating a secondary market for closely held assetsCourt case update

Conference Facility & Transportation

The Omni Royal Orleans is a four-star, four-diamond hotel located in the heart of the French Quarter.  The hotel is only a few blocks away from many of New Orleans’ top attractions and restaurants, including Bourbon Street, Preservation Hall, Café du Monde, Emeril’s, Commander’s Palace, Jackson Square, St. Louis Cathedral, Steamboat Wharf and the French Market.

The Omni Royal Orleans is approximately a 20-minute drive from Louis Armstrong New Orleans International Airport.  You will need to make your own travel arrangements for the conference.  Ground transportation options from the airport to the hotel include taxi, shuttle, limousine, and rental car.  For those with a car, parking is available at the hotel ($39 per day).


The registration fee for the conference is $1,225, which includes three nights of hotel accommodations, all meals and snacks, meetings, program materials, and special events. Please complete a registration form (link to form is below) and return along with payment to the address noted on the registration form.  We encourage you to register by June 30, 2015.  The fee for registrations received after June 30th will increase to $1,325.

If you would like to bring a spouse or guest, who will be staying in the same room and not attending the conference, an additional charge of $300.00 will be required to cover the costs of meals and events.

Conference Invitation  PDF   WORD
Conference Registration Form  PDF  WORD