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We hope you can join us Tuesday, December 5, 2023.

 


 

 

 
Please join us for Withum’s Second Annual Financial Services Symposium
 
Event Details
Tuesday, December 5, 2023
1:00 – 5:00 PM ET
Virtual 


We’ve curated a half-day of expert insights and advice to address today’s
pressing questions and equip you for the Road Ahead for Alternative
Investments. 



SAVE YOUR SEAT


  
Session Topics Include:

 * Tax updates
 * 2023 Private Funds Regulations
 * Latest cybersecurity risks and best practices
 * Update on Private Equity Secondaries Market and more




Symposium Agenda
 


Session 1: 2023 Keynote Presentation
1:00 PM – 1:25 PM | 0.5 CPE – Economics
Speaker: Michelle Noyes, AIMA




--------------------------------------------------------------------------------

Session 2: Federal Tax Update

1:30 PM – 2:25 PM | 1 CPE – Taxes
Speaker: Daniel Mayo, Withum



--------------------------------------------------------------------------------

Session 3: 2023 Private Funds Regulations
2:30 PM – 2:55 PM | 0.5 CPE – Specialized Knowledge and Applications
Speakers: Joe Cassano, Withum and  Daniel Austin, AIMA



--------------------------------------------------------------------------------

Session 4: Navigating Private Fund Adviser Rules 
3:00 PM – 3:25 PM | 0.5 CPE – Specialized Knowledge and Applications
Speakers: Matthew DiBrienza, Withum and Kevin Cassidy, Seward & Kissel




--------------------------------------------------------------------------------

Session 5: Cybersecurity Trends in the Financial Services Market
3:30 PM – 3:55 PM | 0.5 CPE – Information Technology
Speakers: Ed Keck, Withum and Julie Tracy, Withum



--------------------------------------------------------------------------------

Session 6: Unlocking the Secrets of the Secondaries Market: Key Insights and
Trends
4:00 PM – 4:25 PM | 0.5 CPE – Specialized Knowledge and Applications
Speakers: Pete Lubcker, Withum and Yelena Dunaevsky, Esq. Woodruff Sawyer



--------------------------------------------------------------------------------

Session 7: Private Funds and the Power of AI
4:25 PM – 4:55 PM | 0.5 CPE – Specialized Knowledge and Applications
Speakers: Josh Pagano, Withum and  Lal Koumudhi Rahiman, Withum


 

 

 

Be in a Position of StrengthSM withum.com




 

 
           




Experience the Withum Way  |  Contact Us  |  Manage Preferences  |  Unsubscribe




WithumSmith+Brown, PC 
1411 Broadway, New York, NY 10018





 

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