Join us at Hotel Clio on September 30 for Plante Moran’s Investment Fund Executive Forum in Denver. You’ll gain valuable insights from industry experts on the latest tax regulations; a panel discussion on technology trends, operational challenges and the current market environment, and potential valuation pitfalls; and recent changes to the Private Fund Adviser Rule and other SEC developments. Attendees will also have the opportunity to network with peers.
Event
Investment Fund Executive Forum
- Date:
- Monday, Sept. 30, 2024
- Time:
- 1:30 p.m. - 6:30 p.m. MT
- Location:
- Hotel Clio, 150 Clayton Lane, Denver, CO 80206
Equip yourself with the knowledge to navigate the investment landscape effectively.
Agenda
1:30 p.m. | Welcome | Karla Whittenburg, partner, Plante Moran | Emcee: Amber Mitchell, partner, Plante Moran
1:30 – 2:30 p.m. | 2024 tax tune-up: Hot topics for fund managers
With the upcoming presidential election and sunset of various provisions of the Tax Cuts and Jobs Act (TCJA) in 2025, the U.S. tax environment is poised to be even more dynamic than usual. Join us for a discussion of current and projected tax issues impacting funds and their managers, including the Loper Bright decision, self-employment tax matters, and the latest developments in state and local taxation.
Presenters:
- Ben Lipman, partner, Plante Moran
- Nicole Culp, NTO, Plante Moran
- Daniele Carey, state and local tax principal, Plante Moran
2:30 – 3:30 p.m. | Panel discussion: Navigating technology trends, operational challenges and the current market environment, and potential valuation pitfalls
Moderator:
- Evan Dylla, senior manager, Plante Moran
Panel:
- Jamie Davis, CFO, Bow River Capital
- Becky Lumly, CFO, FrontRange Capital
- Adam Walker, fund administrator, Juniper Square
- James Drybanski, valuation partner, Plante Moran
3:30 – 4:30 p.m. | Compliance update | No PFAR and no Chevron: What’s next for private fund advisers?
The compliance update will include a discussion on the recent changes to the Private Fund Adviser Rules, other new and proposed SEC rules, and recent developments from SEC examinations and enforcements.
Presenter:
- Patrick D. Hayes, investment management, Calfee, Halter & Griswald
4:30 p.m. | Closing remarks | Karla Whittenburg, partner, Plante Moran
4:30 – 6:30 p.m. | Reception
Register now
This event is exclusive for industry professionals; thus, the Investment Fund Executive Forum may exclude any prospective participant from registering for/or participating in the event at the organizer’s sole discretion.
