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Event

Investment Fund Executive Forum

Date:
Thursday, Sept. 18, 2025
Time:
1 p.m. - 6:30 p.m. MT
Location:
The Jacquard, 222 Milwaukee Street, Denver, CO 80206
Anticipated CPE:
3
Equip yourself with the knowledge to navigate the investment landscape effectively.
Join us at The Jacquard on September 18 for Plante Moran’s Investment Fund Executive Forum in Denver. You’ll gain valuable insights from industry experts on the latest tax changes and their impacts, a panel discussion on today’s top trends shaping the investment fund industry, and the latest updates in compliance and regulation. Attendees will also have the opportunity to network with their peers.

Agenda

1:00 p.m. | Check-in
1:30 p.m. | Welcome
  • Karla Whittenburg, partner, investment fund practice leader, Plante Moran
  • Amber Mitchell, partner, regional investment fund audit leader, Plante Moran
1:40 p.m. | One Big Beautiful update: Tax update for fund managers

1 hour anticipated CPE in tax

  • Ben Lipman, regional investment fund tax leader, Plante Moran
  • Nicole Culp, national tax office, Plante Moran
  • Daniele Carey, state and local tax principal, Plante Moran

Stay ahead with this essential 2025 training on key tax changes impacting investment funds. We’ll provide a clear overview of new legislation and its effects on fund structures, investors, and operations.

2:40 p.m. | Break
2:45 p.m. | CFO roundtable: Exploring investment fund best practices

1 hour anticipated CPE in specialized knowledge

Moderator: Evan Dylla, principal, Plante Moran

Panel:

  • Jon Franke, CFO, Rubicon Technology Partners
  • Matt Paul, CFO, Boulder Ventures
  • Judy Wallace, CFO/CCO, O2 Investment Partners

Join our executive panel as we explore key trends in the investment fund industry, including alternative deal structures, secondary markets, AI-driven transformation, and more.

3:50 p.m. | Break
3:55 p.m. | Compliance updates for investment funds: Navigating new regulatory requirements

1 hour anticipated CPE in business law

Patrick D. Hayes, investment management practice group chair and partner, Calfee

In 2025, significant regulatory changes have reshaped compliance for investment advisors, private funds, and fund managers. Get practical guidance to help your organization adapt and stay compliant.

5:00 p.m. | Rooftop cocktails and connections
6:30 p.m. | Conclusion

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.

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