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Announcement

Upcoming Arta Talks

Announcement

May 31, 2024

What do ultra-wealthy folks know that I don't know?

If you find yourself asking this question, you’re not alone, and we’re here to help.

We regularly host info sessions via Zoom for anyone curious about Arta or already part of the family. It's your chance to pick the brains of our experts in real time during a live Q&A. No question is too big or too small, and everyone is welcome.

May-June 2024 Schedule

Date & Registration Link

Topic

May 7, 2024 (Tuesday) 4pm PT / 7pm ET Register Here

Does the 2024 Rally Still Have Legs? Join Emmy Sakulrompochai, Arta's Head of Investment Advisory, as she breaks down the market’s hot start to 2024 and what the data and experts say about what could be ahead.

May 15, 2024 (Wednesday) 4pm PT / 7pm ET Register Here

Master Your Equity Comp Learn from our resident tax expert, David Oh, about strategies for managing your RSUs, ESPPs, and stock options—while mitigating tax impacts.

May 21, 2024 (Tuesday) 4pm PT / 7pm ET Register Here

Protecting Your Wealth and Loved Ones The more you have, the more you have to protect. Learn about how to protect your loved ones, income, and assets—so you can live life to the fullest with peace of mind.

June 4, 2024 (Tuesday)

4pm PT / 7pm ET Register Here

Beyond the Billboard: The Chainsmokers' Alex Pall on his Journey into Venture Capital Many recognize Alex Pall as a Grammy-winning artist from The Chainsmokers. But it's his creativity and vision as a Founder and Partner at Mantis VC making headlines today. Join us to discover the surprising qualities Alex looks for in early-stage ventures and founders, how Mantis stands out in a crowded VC ecosystem, and more.

June 12, 2024 (Wednesday) 11am PT / 12pm ET Audience: Members Only (register via email or web app)

KKR x Arta: Demystifying Private Equity We're thrilled to host four investment experts from KKR in an Arta member-exclusive session for some private equity myth-busting and insight into the anatomy of a deal. Find out how KKR sources opportunities and creates value as one of the world's largest and most renowned private equity managers.

June 24, 2024 (Monday) 4pm PT / 7pm ET Audience: Members Only (register via email or web app)

Introducing Balance: Arta's Structured Product for June 2024

With markets back at record highs, both risk and return potential are on many investors’ minds. Join us in this info session to learn about our newest structured product, Balance, designed to offer equal measures upside potential and downside protection. Find out how this structure was chosen for today’s market moment and how it can offer the potential to both outperform the index and protect against 10% of market losses.

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Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, and Arta Finance Club which offers tax and estate planning educational services. Clearing and custody of all securities are provided by Pershing LLC. For additional disclosures related to Arta, please visit https://artafinance.com/legal-privacy-terms.

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

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