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
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.
