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Law Firms

NAPFA Fall Conference, October 2014, Charlotte, North Carolina – Optcapital was a sponsor and was represented by Rick Ehrhart, CEO, Kathy Segodnia, Director of Marketing and Miles Simpson, Client Relationship Manager.

AAJ Annual Convention, July 2014, Baltimore, Maryland – Optcapital was a sponsor and was represented by Kathy Segodnia, Director of Marketing.

Western Trial Lawyers Association Annual Convention, June 2014, Maui, Hawaii – Optcapital was a sponsor.

Richardson Patrick Westbrook Brickman Litigation Seminar, April 2014, Charleston, South Carolina – Optcapital was a sponsor and speaker. Rick Ehrhart, CEO attended.

Virginia Trial Lawyers Association Convention, April 2014, The Homestead, Hot Springs, Virginia – Optcapital was a sponsor of the golf tournament.

Southern Trial Lawyers Association Convention, February 2014, New Orleans – Optcapital was a sponsor at STLA Convention. Kathy Segodnia, Director of Marketing, hosted a supper event for 40 guests.

New York State Trial Lawyers Association (NYSTLA), November 11th , 2013 – Optcapital announces its partnership with the New York State Trial Lawyers Association Partnership For Justice Fund. This partnership is a collaboration of businesses drawn together to help preserve and enhance New York’s civil justice system and to forge relationships with NYSTLA’s 4,500 members.

North Carolina Advocates for Justice Mountain Magic, October 17th-20th, 2013, Grove Park Inn, Asheville, NC – Optcapital sponsors the Saturday Sunset Social Hour. Can Civi, CFO, represented the firm.

The Motley Rice Co-Counsel Seminar, 2013 TACTIX – Optcapital is a Platinum sponsor at TACTIX, The Motley Rice Co-Counsel Seminar in Charleston, South Carolina on September 26-27th. TACTIX 2013 brought together a diverse and influential group of over 125 prominent trial lawyers from all over the United States. Rick Ehrhart, CEO of Optcapital, led a panel discussion about opportunities to invest fees pre-tax, tax-deferred without limit, to maximize investment flexibility and liquidity, to borrow against the pre-tax capital, and to improve retention of key lawyers. Kathy Segodnia, Director of Marketing also represented the firm.
To see information on 2013 TACTIX click here.

Montana Trial Lawyers Association 2013 Seminar of the Masters, August 2013, Big Sky, MT - Optcapital sponsored the President’s Dinner. Rick Ehrhart, CEO attended the 3-day event. To view event, click here.

North Carolina Advocates for Justice Convention, June 2013, Wilmington – Optcapital sponsored the Blackwater Adventure Cruise. Kathy Segodnia, Director of Marketing hosted 30 lawyers and their spouses at a private dinner. To view event, click here.

Virginia Trial Lawyers Association Convention, March 2013, Williamsburg – Optcapital was a sponsor.

Southern Trial Lawyers Association Convention, February 2013, New Orleans – Optcapital was a sponsor at STLA Convention and hosted a gathering of about 20 lawyers and their spouses.

American Association of Justice Winter Convention, February 2013, Miami – Rick Ehrhart, President & CEO, attended.

South Carolina Association of Justice Convention, August 2012, Hilton Head – Optcapital was a sponsor of annual convention. Kathy Segodnia, Director of Marketing, attended.

American Association of Justice Summer Convention, July 2012, Chicago – Rick Ehrhart, President & CEO, attended.

North Carolina Association of Justice Convention, June 2012, Wilmington – Optcapital was a sponsor of annual convention.

Florida Justice Association Convention, June 2012, Marco Island – Optcapital was a sponsor of annual convention.

Investment Funds

Europe, Global, February 15, 2013 - Optcapital is cited as grappling with the issue of fairness of performance fees through fund structure. Optcapital specializes in deferred and incentive compensation and is located in Charlotte, North Carolina. "Aux Armes, Millionaires!," by Ed Moisson, Lipper Insight, Thompson Reuters, Reuters News on February 15, 2013. To see full article click here.

Capitol Hill – Optcapital has been working with key Senators, Congressmen and Treasury and DOL officials to clarify the path for pensions, foundations and endowments to optimize incentive compensation of managers of hedge funds and private equity. To see full article click here.

GAIM Rising Star Award at GAIM USA 2011 – "Optcapital is a company whose innovative investment ideas have the potential to have a huge impact on the way the hedge fund industry does business going forward," Amanda Rodrigues, Event Director, GAIM USA. To see full article click here.

General

Charlotte World Cup Soccer – Optcapital sponsored the Charlotte World Cup soccer tournament on June 1st and 2nd, 2013. Sixteen international teams competed for the title.

Optlink® 3.0 – We are pleased to announce a major upgrade to Optlink®, our online client account system. Optlink 3.0 will be released in a preview form, allowing clients to log in to the new system or the old system during the third quarter of 2013. The key enhancements include:  
  • A simplified user interface and navigation
  • Cleaner pages with hidden text (Alerts, Notes, Instructions)
  • Enhanced browser compatibility - tested on Firefox, Chrome, Safari, and Internet Explorer
  • Graphical representation of investment allocations on the Home Page
SSAE No. 16 for 2013 – For the ninth consecutive year, Optcapital received SSAE No. 16 (Report on Controls Placed in Operation Prepared Pursuant to Statement on Standards for Attestation Engagements SSAE No. 16). SSAE No. 16 is the successor to SAS 70 (Type II).