Monday, December 9th | 1:00 - 5:00 PM ET
3rd Annual Financial Services Symposium
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Dec 091:00 pm-5:00 pm ET Online
Available on:
Event Details
Monday, December 9, 2024
1:00 – 5:00 PM ET
Virtual
Join us for a half-day event packed with expert insights and actionable advice to tackle today’s most pressing challenges. Get equipped for success in an era of change as we explore key strategies for adapting and thriving.
Attend this webinar to:
- Identify the key tax changes and proposals during an election year that could impact private funds and investors.
- Analyze current trends and challenges in capital raising.
- Evaluate the potential benefits and risks of integrating AI into fund operations.
- Examine recent regulatory developments and their implications for private fund compliance.
Register for this event
Meet our Keynote Speaker
Joe Voboril spent 15 years at hedge funds in roles of analyst, portfolio manager, and CIO.The longest duration tenure was at Kingsford Capital, where he constructed and risk managed a short-only equities portfolio.Among the five different funds he worked at, three were established, two were new launches (one his own), and the strategies spanned from multi-strategy, equity long/short, and short-only equities.
Joe is a graduate of Colgate University with a double-major in Philosophy (honors) and Political Science. He was also an extremely mediocre member of the Track and Field team, with no awards of distinction in 400/800 meter races. He holds Series 7, 63 and 79 licenses.
Event Agenda
0.5 CPE credit in Economics
Speakers: Mark Deters, Withum & Joe Voboril, 1789 Capital & Farvahar Partners
1 CPE credit in Taxes
Speaker: Daniel Mayo, Withum
0.5 CPE credit in Specialized Knowledge and Applications
Speakers: Rich Fuchs, Withum & Peter Tarrant, Pilotship
0.5 CPE credit in Specialized Knowledge and Applications
Speakers: Matthew DiBrienza, Withum & Christopher Lombardy, SalusGRC
0.5 CPE credit in Specialized Knowledge and Applications
Speakers: Colleen Fay, Withum & Jennifer Han, Managed Funds Association
0.5 CPE credit in Specialized Knowledge and Applications
Speakers: Joseph Cassano, Withum & Skyler Steinke, DwellFi
0.5 CPE credit in Specialized Knowledge and Applications
Speakers: Joseph Fede, Withum & Madelyn Calabrese, Haynes Boone
Continuing Education Credit
4 Credits of CPE
WithumSmith+Brown, PC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBAregistry.org.
Program Level: Overview Prerequisites: None Advanced Preparation: None Delivery Method: Group Internet-Based
For information regarding complaint and program cancellation policies, please contact our Withum Learning Department at [email protected].
Register for this event
Join us for a half-day event packed with expert insights and actionable advice to tackle today’s most pressing challenges.