The Art of the Recovery

Maximizing Portfolio Returns through Class Actions and Foreign Withholding Tax Reclamation

The Art of the Recovery
The Art of the Recovery

Please join ISS Securities Class Action Services and GlobeTax for an in-person discussion on the complex topic of asset recovery.

Asset managers and pension funds must keep track of, plan for, and strategize about multiple factors to ensure they are maximizing returns on client or member investments. However, by focusing narrowly on the ups and downs of the market, it is possible to overlook operational-based strategies for enhancing return on investment (ROI).

Two services in particular, securities class action settlements and foreign withholding tax recovery, provide managers an opportunity to secure additional returns on domestic and international portfolios. By pursuing these entitlements, managers can annually improve performance by tens of basis points while upholding fiduciary responsibility.

This event will be led by both Jeff Lubitz, Executive Director of ISS Securities Class Action Services, and Len Lipton, Managing Director for GlobeTax.

The Art of the Recovery

JEFF LUBITZ

Executive Director, ISS Securities Class Action Services

  • Focused on global financial institutions, pension funds, and professional services firms
  • 8+ years with ISS
  • Bachelor of Arts degree from The American University; MBA from Tulane University
  • Based in ISS’s Rockville, MD headquarters
The Art of the Recovery

LEN LIPTON

Managing Director, GlobeTax

  • Focused on global financial institutions, hedge funds, and pension funds
  • 15+ years with GlobeTax
  • Bachelor of Arts degree from The George Washington University
  • Based in GlobeTax’s New York, NY headquarters

NEW YORK EVENT

Tuesday, June 18

8:30 AM – 10:00 AM
The Cornell Club
6 E. 44th Street
New York, NY

Please note: this onsite event is exclusively restricted to individuals from asset management firms or pension funds only. Thank you for your understanding.

Event Registration

Thank you for your interest. Please fill in your details below.
Marketing and Communications Email Opt–in*
Please wait...

Start typing and press Enter to search