The Los Angeles Chapter of Advisors in Philanthropy Presents

LA-AiP EDUCATION SEMINAR:

Beyond Grantmaking:
Private Foundations, Program-Related Investments
and the New Venture Capital 

By adding PRIs to your toolbox, a private foundation can serve as 
a venture capital fund, business incubator or social entrepreneur

 TUESDAY, MAY 12, 2015
12:00–2:00 PM

Hosted by
ALLISON SAMPSON
at The Colburn School
200 South Grand Ave—Grand Rehearsal Room 
Los Angeles, CA 90012

Free parking is available in Lot #2, which can be accessed from Kosciuszko Way, between Lower Grand Avenue and Olive Street. Please pull up to the gate and push the button on the intercom for assistance.

Lunch will be served
 

Limited seating is available for guests on a first-come, first-served basis, with priority given to LA-AiP members. LA-AiP members may attend free of charge; non-member guests are $25.

REGISTRATION: Please register by clicking here to purchase tickets. Become a member of LA-AiP today by selecting the ticket + new membership option!
 

GUEST SPEAKERS:

OFER LION
Tax Partner, Corporate Department
Seyfarth Shaw LLP

Ofer Lion is a tax partner in the Corporate department of Seyfarth Shaw LLP. He has represented nonprofits and tax-exempt organizations in a wide range of tax, transactional, corporate, governance and fiduciary matters, including formation, mergers and acquisitions, executive compensation, international activities and affiliations, unrelated business taxable income, joint ventures, program-related investments, political activities and lobbying, audits and tax controversies, tax return review, tax-exempt bonds and dissolutions.

He has extensively represented companies in all aspects of transactional tax matters, including mergers and acquisitions (domestic and cross-border taxable transactions, tax-free spin-offs, Section 351 transactions and corporate reorganizations) equity and debt securities finance, partnerships and private equity funds, real estate investment trusts (REITs) bankruptcy reorganizations, debt restructurings, and state and local tax issues.

Ofer has been quoted as a tax-exempt organizations authority in numerous news stories, including on NPR, by The Associated Press and in The New York Times, The Wall Street Journal, the Los Angeles Times, Tax Analysts, The Huffington Post, Forbes.com and Politico.com. He has taught Tax-Exempt Organizations: Law and Practice as an adjunct professor at the UCLA School of Law.
 

EVENT PRODUCER:

JEFFREY WESTON
Financial Advisor
Morgan Stanley Wealth Management

Jeff Weston is a financial advisor with Morgan Stanley Wealth Management. He has a diverse background which provides him with the distinct perspective to serve individuals pursuing a range of financial goals. His experience includes international and real estate investment, social enterprise and nonprofit management.

Jeff obtained his MBA from Georgetown University's McDonough School of Business. During his MBA, he was a Packard MBA Fellow with The Nature Conservancy and performed research for Microvest Capital, an investor in microfinance. He was a leader in Georgetown's Net Impact chapter, and put on numerous events related to impact investing and other social impact related issues. He also designed and led Georgetown's first course in impact and began efforts to create a student-led social venture fund. Jeff obtained his undergraduate degree from the University of Pennsylvania.

He is fluent in Spanish and Portuguese, having lived and worked in Latin America for over three years. In his free time, he enjoys playing tennis, traveling and community service.