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 risk | Business valuation roundtable |
Best practices in corporate governance | Mergers and acquisitions roundtable |
U.S. economic outlook | Mineral interest valuation and industry outlook |
Real estate industry outlook | Financial institution valuation and industry update |
Management of music & book royalty interests | Navigating the IRS audit process & potential pitfalls |
Creating a secondary market for closely held assets | Court case update |
Conference Facility & Transportation
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