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

Please join CIBC, Davis Graham, FMI Capital Advisors, Ironwood Capital, and RubinBrown for an M&A Denver Happy Hour at Del Frisco’s Grille in Cherry Creek on Tuesday, August 20.

Event Information
Tuesday, August 20
5:00-7:00 PM

Del Frisco’s Grille
100 St. Paul Street, Suite 140
Cherry Creek, Colorado 80206

Registration for this event has closed. If you have any questions, please contact Makenna Kincaid.

Event Information

Please join Davis Graham for a presentation and meet & greet at the Davis Graham office. Followed by a dinner at Coohills.

Tuesday, June 26
Presentation and Meet & Greet | 3:00 PM
Dinner at Coohills | 5:00 PM

Davis Graham & Stubbs
1550 17th Street, Suite 500
Denver, Colorado 80202

Coohills
1400 Wewatta Street
Denver, Colorado 80202

Please Join Davis Graham, KeyBank, and Plante Moran for a Rockies game on the Casamigos Deck – located on the Mezzanine Level in Center Field. Each ticket will include a concessions credit, which may be used to purchase food and beverages at the game. Please register with the email you would like the game day tickets sent to.

Colorado Rockies v. Miami Marlins

Wednesday, August 28
Networking | 5:10 PM
First Pitch | 6:40 PM

Coors Field
2001 Blake Street
Denver, Colorado 80205

Please join Davis Graham for an exclusive CLE program regarding mandatory reporting followed by a hosted dinner at Chez Maggy.

Event Details
Wednesday, June 12
4:00 PM | CLE and Program at Davis Graham & Stubbs Office
5:30 PM | Reception and Dinner at Chez Maggy

Davis Graham & Stubbs
1550 17th Street, Suite 500
Denver, Colorado 80202

Chez Maggy
1616 Market Street
Denver, Colorado 80202

Join Davis Graham for the Spring Asset Management Regulatory Update Webinar.

The confirmed speakers for this program, which is pending for one general Continuing Legal Education credit in the state of Colorado, are as follows:

• Peter Schwartz, Partner, Davis Graham (Moderator)

• Alena Prokop, Partner, Davis Graham

• Stephanie Danner, Partner, Davis Graham

• Martine Ventello, Partner, Davis Graham

Event Information

Wednesday, July 10
Program | 3:00-4:30 PM

Join Davis Graham for our Spring Asset Management Regulatory Update Seminar.

The confirmed speakers for this program, which is pending for one general Continuing Legal Education credit in the state of Colorado, are as follows:

• Peter Schwartz, Partner, Davis Graham (Moderator)

• Alena Prokop, Partner, Davis Graham

• Stephanie Danner, Partner, Davis Graham

• Martine Ventello, Partner, Davis Graham

Event Information

Wednesday, July 10
Registration | 2:30-3:00 PM
Program | 3:00-4:30 PM
Reception | 4:30-5:30 PM

Please join Davis Graham for happy hour at Integral Consulting Mixer.

Event Information
Tuesday, May 21
4:30-6:30 PM

Davis Graham & Stubbs
1550 17th Street, Suite 500
Denver, Colorado 80202

Please join Davis Graham for a Zayo Group Client Appreciation Dinner at Uchi Denver.

Event Information

Wednesday, June 5 | 5-7 PM

Uchi Denver
2500 Lawrence Street
Denver, Colorado 80205

Join Davis Graham for an in-depth conversation to help counsel who advise public and private companies understand the contours of addressing whistleblower complaints. The panelists will address how whistleblowers are defined by law, how they are incentivized to raise claims against or about a company, and what legal protections they are afforded to them under state and federal law. The panelists will also discuss the nuts and bolts of conducting an investigation to address a whistleblower complaint, with special attention to ethical considerations that implicate lawyers’ Rules of Professional Conduct. The seminar will conclude with a discussion of specific case studies, recent trends, and practical takeaways.

The confirmed speakers for this program, which has been approved for one general Continuing Legal Education credit in the state of Colorado, are as follows:

• Mark Champoux, Partner, Davis Graham (Moderator)

• Tess Hand-Bender, Partner, Davis Graham

• Brett Painter, Partner, Davis Graham

• Jackie Roeder, Partner, Davis Graham
• Chad Williams, Partner, Davis Graham

Event Information

Wednesday, April 10
Program | 8:00-9:30 AM

Registration for this event has closed. Please email Makenna Kincaid with any questions.