The After-Tax Advantage
The After-Tax Advantage is an invitation-only event series bringing together founders, investors, executives, and business owners for conversations around creating wealth, preserving it, and building meaningful relationships along the way.
Join us on November 10th for our next NYC gathering, focused on how value is created in private markets and how tax-aware investing and pre- and post-exit planning can help founders, investors, and business owners preserve more of the wealth they create.
This edition brings together perspectives from private markets, real estate, entrepreneurship, wealth management, and tax and estate planning.
This is an educational conversation, not a sales presentation. Expect practical insights, thoughtful discussion, and space to ask questions.
We’ll explore how investors identify opportunities, how founders build and scale businesses, and the investment, financial, tax, and estate planning decisions that become increasingly important as wealth grows and liquidity events approach.
MEET THE PANEL
AJ Kletkin | Private Advisor Group: specializing in tax-efficient investing, balance sheet optimization, and strategies designed to reduce taxable income across active, passive, and business income, while coordinating financial decisions before and after a business sale or other significant liquidity event.
Jeff Hertz | Blue Owl Capital: expertise lies in real estate, 1031 exchanges, and net lease investing, including how triple-net-lease strategies can support income generation, diversification, and tax deferred long-term cash flow.
Kevin Matz | Partner, ArentFox Schiff: focuses on tax, estate, charitable, and wealth-transfer planning considerations for business owners, investors, and families preparing for an exit or other significant financial transition.
Ray Joyce | Arc Lane Capital: former Lead Edge Capital investor, bringing an investor’s perspective on evaluating growth-stage private companies, identifying opportunities, and creating value as businesses scale.
Amish Tolia | Co-Founder & CEO, Leap: brings a founder’s perspective on raising institutional capital, scaling a technology-enabled retail platform, and building long-term enterprise value.
WHAT WE’LL EXPLORE
How investors evaluate opportunities and create value in private markets. Raising capital and scaling a business from the founder’s perspective. The role of institutional real estate and net lease strategies in a diversified portfolio. Tax-aware investing and strategies designed to reduce taxable income. Pre- and post-exit planning for business owners and founders navigating significant liquidity events. Tax and estate planning considerations as wealth grows. Charitable giving, wealth transfers, and investing after an exit.
Following the panel and audience Q&A, stay for food, cocktails, and meeting with founders, investors, executives, business owners, attorneys, and other members of The After-Tax Advantage ecosystem.
EVENT DETAILS
Date: November 10th, 2026
Time: 5:30–9:00 PM ET
Location: Leonetta, 31st & Lexington, NYC
Dress Code: Business attire
SCHEDULE
5:30 PM: Doors open (welcome drinks, small bites)
6:00–6:40 PM: Panel discussion
6:40–7:00 PM: Audience Q&A
7:00–9:00 PM: Food, open bar & networking, Knicks game on
Attendance is limited and subject to approval. Names will be checked at the door.
Curated by Caliber Production margaritaxander creating exclusive events that bring together investors, founders, executives, and business leaders through ideas, access, and opportunity.
In collaboration with Private Advisor Group, as part of The After-Tax Advantage event series. Private Advisor Group is an independent Registered Investment Advisor with more than $57.7 billion in assets under management as of June 30, 2026, and was ranked #5 on Barron’s 2026 list of Top 100 RIA Firms.
Disclosures
Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 11, 2026, reflects data from July 1, 2025, to June 30, 2026. This recognition is not indicative of future performance and may not reflect the experience of all clients.
Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Please remember to contact Private Advisor Group, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Private Advisor Group, LLC effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received – please be guided accordingly. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.
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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks including possible loss of principal.