Investment Fund Executive Forum

Presented By: Karla Whittenburg, Amber Mitchell, Ben Lipman, Evan Dylla

Date: Thursday, Sept. 24, 2026

Time: 1 p.m. - 6 p.m. MT

Location: The Jacquard, 222 Milwaukee St., Denver, CO 80206

Build the knowledge required to approach today’s investment decisions with confidence.

Executives meeting at the Investment Fund Executive Forum.

Join us at The Jacquard on September 24 for Plante Moran’s Investment Fund Executive Forum. The agenda features Jim Baird, Plante Moran Financial Advisors Chief Investment Officer, and Patrick D. Hayes, founder and managing partner at Hayes Law and Compliance, LLC, who will highlight timely updates on the market and regulatory developments, as well as experts from Plante Moran on tax, cybersecurity, and AI. You’ll gain insights designed to help leaders navigate change, evaluate risk, and make informed decisions. Attendees will also have opportunities to connect with peers and industry professionals to share insights and stories.

What to expect

A focused look at what's next. Explore the market forces, regulatory developments, and emerging risks poised to impact investment funds in the months ahead.
Candid perspectives from trusted advisors and industry leaders. Gain actionable insights from experts at the forefront of tax, compliance, technology, and investment strategy.
Connections that extend beyond the program. Continue the conversation with fellow fund leaders during a private networking reception for meaningful peer exchange.

Agenda

1:00 p.m. | Check-in

1:15 p.m. | Welcome & introductions

Karla Whittenburg, partner, investment fund practice leader, Plante Moran
Amber Mitchell, partner, regional investment fund audit leader, Plante Moran
Ben Lipman, regional investment fund tax leader, Plante Moran
Evan Dylla, principal, Plante Moran

1:20 p.m. | Expert perspectives on AI, data, & cyber risk

0.75 hour anticipated CPE in Specialized Knowledge

Cole Weinman, Analytics Center of Excellence senior manager, Plante Moran
Saumil Shah, senior manager, Plante Moran

With our expert panel, we’ll explore key topics shaping the investment fund industry today, including the growing role of AI, evolving cybersecurity risks, and data security considerations impacting fund managers.

2:05 p.m. | Capital, cycles, & catalysts in today’s economy

Jim Baird, chief investment officer, Plante Moran Financial Advisors

PMFA CIO Jim Baird will provide a timely economic update, highlighting the key developments and shifts shaping the current market environment. This session will examine the evolving policy landscape and macroeconomic trends influencing business decisions and investment strategies. Attendees will gain a clearer understanding of the challenges and opportunities ahead as they navigate an increasingly complex economic environment.

2:50 p.m. | Break

3:00 p.m. | Tax update for fund managers

0.5 hour anticipated CPE in Specialized Knowledge

Ben Lipman, regional investment fund tax leader, Plante Moran
Maddy Batug, tax leader, Plante Moran
Sonja Sparks, tax leader, Plante Moran

Stay ahead of the curve with this essential training session focused on impactful tax considerations impacting investment funds. This session will provide a comprehensive overview of the recent developments and implications for fund investors and general partners.

3:30 p.m. | Compliance updates for investment funds: Navigating regulatory requirements

0.75 hour anticipated CPE in Specialized Knowledge

Patrick D. Hayes, founder and managing partner at Hayes Law and Compliance, LLC

SEC examination priorities and other significant regulatory updates are reshaping the compliance expectations for investment advisers, private funds, and fund managers. This session will provide a comprehensive overview of the key exam focus areas, practical guidance for implementation, and strategies to ensure your organization remains compliant.

4:25 p.m. | Cocktails and connections

6:00 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.