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Investment Trends and Tax Reform

January 18 @ 4:30 pm - 7:30 pm

Investment Trends and Tax Reform

2018 Trends: Investing, Technology and Taxes

Upstate Capital is hosting 2018 Trends in Buffalo NY to bring together members of the business and entrepreneurial communities from across the state to learn about trends and discuss outlooks for the investment community year ahead. 

Year in Review

2018 Investment Trends with PitchBook

Challenges + Growth

Hear conversations between investors from each sector of the capital stack and company CEOs

Leading Experts

Lincoln Terzian
Partner, International Tax Services at grant Thornton

Lincoln has 25 years of experience advising some of the largest multi-national clients in the Northeast on numerous cross-border transactions & multi-country tax planning opportunities, including inbound investment into the US.  Previously, he was the New England & Upstate New York international tax practice leader at KPMG in Boston, and prior to that role he spent 12 years in KPMG’s New York City based international tax practice. He has written pieces for the International Tax Journal and Tax Management Transfer Pricing Report.

Dylan Cox
Private Equity Analyst at Pitchbook Data

Dylan Cox is a Private Equity Analyst at PitchBook Data, a leading provider of venture capital, private equity, and M&A research and analysis. Dylan leads PitchBook’s coverage of private equity fundraising and M&A. He has recently published work on software investing in PE, private debt funds, and first-time private equity managers. Prior to joining PitchBook, Dylan was an analyst at real estate investment fund Core Capital.



Registration + Networking 


Welcome Remarks + Program



SPots are Filling UP

To secure your spot, register today!


January 18
4:30 pm - 7:30 pm
Event Category:


Jacobs Executive Development Center
672 Delaware Avenue
Buffalo, NY 14209 United States
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