Please join Cohen & Co., Davis Graham, and PINE Advisor Solutions for the 2024 Private Funds Roundtable. The roundtable event will address key developments, trends, and challenges faced by managers, advisers, compliance and accounting professionals, and practitioners in the private fund space.
Specific topics to be discussed include:
- Impacts of the vacated Private Fund Adviser Rules.
- Key takeaways from the amendments to Regulation S-P and Marketing Rule enforcement sweeps.
- Accounting challenges faced in a private-to-public fund conversion.
- Corporate Transparency Act considerations for advisers and private funds.
- Other business and legal issues and insights.
The confirmed speakers for this program, which has been approved for two General Continuing Legal Education credits in the state of Colorado, are as follows:
- Chris Jones, Managing Director- Business Development, PINE Advisor Solutions
- Jay Laurila, Partner – Tax, Cohen & Co.
- Brian MacKenzie, Director – Head of Adviser Compliance Services, PINE Advisor Solutions
- Alena Prokop, Partner, Davis Graham
- Beth Shanker, Chief Legal Officer, Roubaix Capital
- Martine Ventello, Associate, Davis Graham
- Stacey Wilson, Partner, Cohen & Co.
- Peter Schwartz, Partner, Davis Graham (Moderator)
Event Information:
Tuesday, September 17
Registration | 3:30-4:00 PM
Program | 4:00-6:00 PM
Reception | 6:00-7:00 PM
Davis Graham
1550 17th Street, Suite 500
Denver, Colorado 80202