Global Tax Reclaim

Recorded On: 12/01/2021

As European tax reclaims, ECJ recoveries and IRS obligations evolve, funds and ETFs are challenged with navigating this complex landscape. During this webinar PwC, Invesco, First Eagle and Broadridge will discuss how asset managers are gearing up for these challenges and what to expect in 2022.

This program is sponsored by:

CPE INFORMATION:
Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1
CPE Field of Study: Regulatory Ethics
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None

CANCELLATIONS AND REFUNDS:
Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt info@nicsa.org

Fred Kosanovic (Moderator)

Vice President of Sales

Access Data - a Broadridge Company

Fred has over 20 years of experience in the financial technology industry. He is currently the head of Access Data sales for Broadridge. Fred seeks to elevate and strengthen long-term business partnerships with our clients. As a result, he has taken a client-first strategy with the goal of becoming a strategic partner and a go-to-resource to help clients overcome business challenges and issues.

Constantinos Magdalenos

Director, International Tax, Financial Services

PwC

Joe Malone

SVP, Head of Fund Administration

First Eagle Funds

Joseph Malone is Senior Vice President of First Eagle Investment Management, LLC, Head of Fund Administration and CFO for First Eagle Funds located in New York. First Eagle Investment Management is an independent firm that manages assets for institutional and individual clients.

Joseph has responsibility for fund administration functions including financial reporting, oversight of service providers, valuation, tax, and other regulatory matters. He has over 32 years of experience in the financial services industry covering mutual funds, hedge funds, UCITS, and private equity funds, as well as a member on several industry committees.

Mike McMaster

Global Head of Tax

Invesco

Mike McMaster is Global Head of Fund Tax and a member of the Office of the Fund CFO Americas. He also serves as Vice President and Chief Tax Officer for Invesco Funds and Assistant Treasurer for Invesco Exchange-Traded Funds. Mr. McMaster is responsible for Invesco’s Global Fund Tax Reporting and Distribution departments.

Mr. McMaster joined Invesco in 2020. Prior to joining the firm, he was senior vice president — managing director of tax services at US Bank Global Fund Services (GFS) where he developed an initial team of seven tax professionals into a team of 52 responsible for full tax consulting and federal and state tax return preparation services for over 800+ mutual funds, ETFs, MLP Corps, and 400+ non-registered hedge, private equity, PFIC, and master-feeder offshore investment structures. He also conducted tax-technical client webinars and performed internal staff training. Additionally, Mr. McMaster was the lead project coordinator within GFS and other US Bank departments on several ongoing tax and custody technology update initiatives.

Before that, he was a tax manager at PricewaterhouseCoopers, where he was responsible for client service relationships for multiple investment partnership groups and RIC clients, including US Bank GFS. He also held positions at KPMG and Northern Trust Corporation in Chicago. He has been in the industry since 1990.

Mr. McMaster earned a BAS degree in economics and political science from Northwestern University, College of Arts and Sciences, an MBA from Loyola University Chicago, College of Business, and an MS in taxation from the University of Illinois.