The Alternative Route – Gateway to the Exciting World of Alternative Investments

In this episode of The Alternative Route, Colleen Fay welcomes Amanda McKenna, Financial Services Tax Team Leader at Withum, and Jonathan White, CEO of Portfolio BI, to explore the evolving private credit landscape. They discuss how macroeconomic factors like inflation and interest rates impact private credit, the growing role of AI in streamlining data management and legal documentation, and key tax considerations for fund managers.

For this episode, Colleen Fay is joined by Josh Pagano, Financial Services Tax Partner and Digital Asset Team Leader at Withum, and Duke Kim, Director of Sales at Securitize Fund Services. They dive into the evolving landscape of digital assets, covering key topics like fund administration challenges, tax and audit considerations, and the growing impact of tokenization.

Colleen Fay is joined by Rich Fuchs, Financial Services Audit Partner at Withum, and Peter Tarrant, Managing Partner at Pilot Ship Partners, to discuss how investor sentiment has shifted post-election, the ongoing demand for credit strategies, and the challenges and opportunities in hedge fund and private equity fundraising. The conversation also touches on the role of artificial intelligence in the industry and what’s to come.