Carlos SchmidtFounder at La Presa PartnersSpeaker
Profile
Carlos founded La Presa Partners in 2022, a boutique tax advisory firm serving alternative asset managers, family offices, and high-net-worth individuals. Before that, he was Partner and Global Head of Tax at Ares Management, where he built the tax function from three people to more than forty as the firm grew from $50 billion to over $300 billion of assets. At Ares he structured the 2014 IPO and later led the firm's conversion from a publicly traded partnership to a C corporation, the first in the alternatives industry.
Earlier, Carlos was a Partner at Ernst & Young and in Deloitte's National Tax Office, Head of Tax at Highbridge Capital Management, and an equity research associate at Goldman Sachs. He has taught at Wharton, Georgetown University Law Center, and the Practising Law Institute, and he co-wrote the PLI treatise chapter on anticipatory allocations.
Agenda Sessions
Retail Money, Offshore Plumbing: The tax challenges of evergreen and
, 3:45pmView Session
