Introducing a new video series focused on the exciting world of alternative investments.
Our mission is to provide you with an exclusive look into the unconventional and often esoteric realms of the asset management industry including changes in the marketplace, operational factors, investment strategies, all while learning from thought leaders in the front seat helping to drive industry.
In every episode, we extend a warm invitation to thought leaders, industry trailblazers, and mavericks to impart their wisdom and share their expertise. Through engaging and thought-provoking conversations, revealing the regular challenges and unforeseen obstacles that lie within this evolving space.
Get ready to embark on The Alternative Route with us. We promise you captivating discussions, fresh insights, and a deeper understanding of the fascinating world of alternative investments. Stay tuned for our upcoming episodes as we dive deep into this uncharted territory.
New Two-Part Episode!
Decoding Compliance and Navigating Regulatory Hurdles in Alternative Investments
In this episode of The Alternative Route, Colleen Fay interviews Chris Lombardy, President at Salus GRC, and Rich Fuchs, Audit Partner in Withum’s Financial Services Team. They dive into the current trends in compliance and regulatory exams within the alternative investment industry.
In part 2, the conversation shifts to the complexities of managing Special Purpose Vehicles and the heightened scrutiny they face in regulatory exams. Chris and Rich share insights on the proper allocation of expenses, the importance of consistent valuation practices, and the need for thorough documentation to ensure compliance.
Previous Episodes
Exploring the Evolving Landscape of Fund Finance
Join Colleen Fay as she discusses the latest trends in fund finance with Guy Miller from Withum and Julia Karoly from JP Morgan. Discover how market dynamics are shifting, impacting borrowers and lenders alike, and gain valuable insights into navigating this evolving landscape.
Navigating New Marketing Rules: Insights from Industry Experts
Join us in this episode of The Alternative Route, as we dive into a dynamic discussion with Adam Reback, partner at Optima Partners, and Joe Cassano. In this session, we explore the impact of the new marketing rules on the alternative investment industry. From net versus gross performance challenges to substantiation clauses, we’ve got you covered.
The Alternative Route Videos on YouTube
Experience captivating discussions, fresh insights, and a deeper understanding of the fascinating world of alternative investments. Subscribe to Withum’s YouTube channel for more exciting episodes!
Contact Us
For more information on this topic, reach out to Withum’s Financial Services Team today.
