Saul Bakst

Director, Investment Accounting, Reporting & Tax | Ford Foundation

Saul Bakst joined the the Finance department at the Ford Foundation in 2010 as the Director, Investment Accounting, Reporting, & Tax. Working closely with the Investment division, and leveraging partnerships with top-tier external resources, his team is accountable for the accounting and reporting of the foundation's investment portfolio and compliance with federal and state tax filing obligations. The team delivers mission critical information and decision points to a broad range of internal and external stakeholders.

Prior to joining the Ford Foundation, Saul helped launch and build the Laurus-Valens family of hedge funds. Beginning in 2000 as head trader for the funds, and transitioning to the Portfolio Operations Officer role in 2005, Saul was responsible for developing strategy and instituting policies and procedures for the operations, accounting, valuation, trading, and regulatory compliance for funds’ investment portfolios.

Beginning his career in 1998 as a Market Maker and Member of the American Stock Exchange, Saul established two-sided, competitive markets in publicly traded equity options and actively competed for order flow against other market participants and exchanges.


Sessions

This session will introduce a broad range of issues and present some tips for addressing challenges a foundation may face when venturing into the world of international philanthropy and investing More

This session provides practical and detailed discussion of the most complex and interesting filing issues our tax experts have worked through in the past year. This session will be interactive. More