CHAPTER CONTACT:
Ted Buyniski, Radford
Therese Collins, E*Trade
Clare Dever, EMC
Christine McCarthy, Orrick
Aaron Nardozza, UBS
Amy Reina, Deloitte
  Larry Schumer, Buck Consultants
Andrea Schussler, Fidelity Stock Plan Services
James Fucigna, Morgan Stanley Smith Barney
Renee Trotta, Charles Schwab
Jewon Wee, ISP Advisors
 

Boston
UNITED STATES CHAPTER
globalequity.org/boston

United States
E-mail: GEOboston [at] globalequity [dot] org    


GEO BOSTON CHAPTER MEETING -  7 MAY 2013

This event has concluded. You may acess the presentations from this event below. We look forward to seeing you at a GEO Event in the near future.


TOPICS:


Global Equity Updates – Jewon Wee of ISP Advisors and Sandy Shurin of Deloitte Tax Download ISP Presentation, Download Deloitte Presentation

China – Joyce Chen of Orrick, Herrington & Sutcliffe will lead the discussion regarding SAFE filings under the current Circular 7 vs. the prior Circular 78. Kim Malvacini, Manager of Global Equity Plans at Alexion Pharmaceuticals will share Alexion’s recent experience in its first SAFE filing. Kim will be joined by Keith Bilezerian, Sr. Corp. & Benefits Counsel at Covidien who will share some of Covidien’s experiences. Download Presentation

France – Amy Reina of Deloitte Tax will lead a discussion regarding the escalating taxes in France and her experience as to what companies may be thinking in terms of whether they plan to continue offering qualified equity plans in France (or are entertaining alternatives). We’ll invite issuers attending to share their perspectives on the offering of equity in France, as well. Download Presentation

 

All GEO members and non-members are welcome to attend. Registration is required.

 
 
 
DATE/TIME
7 May 2013
3:00pm - 3:20pm Networking
3:20pm - 5:00pm Presentations
5:00pm - 6:00pm Networking and Wine


LOCATION
Morgan Stanley Wealth Management
28 State Street
27th Floor
Boston, MA 02109
 
 
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