Private Equity Funds Update

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Start time:
August 21, 2024 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Laura Slider, Moss Adams, 972-458-3748
Cost to attend:
Complimentary

Join us for our annual Private Equity Funds Update webcast to learn the latest developments that will help you navigate through a period of uncertainty and opportunity. We’ll share insights into accounting, tax, and regulatory changes. Our private equity professionals will discuss:

  • Market trends for private equity transactions for the remaining part of 2024 and what to expect in 2025
  • Regulatory developments for private equity funds
  • Relevant tax and accounting matters impacting private equity funds
Register

Speakers

Dylan Peters, CPA, Senior Manager, Moss Adams

Dylan has practiced public accounting since 2014. He manages financial statement and regulatory compliance audits for broker-dealers, registered investment advisors, trust banks, and pooled investment vehicles such as hedge funds, private equity funds, and venture capital funds.

Syed Rizvi, CPA, CFA, CAIA, ABV, Partner, Moss Adams

Syed has practiced public accounting since 2008. He has extensive experience providing accounting and consulting services to alternative investment funds, including private equity, venture capital, hedge, credit, and real estate funds. He also has experience providing accounting services to corporate offices of alternative investment funds.

Allison Kelly, CPA, Senior Manager, Moss Adams

Allison has practiced public accounting since 2009. She provides audit and review services to companies in the financial services, real estate, and professional services industries. This Allison works closely with her clients on complex accounting matters specific to these industries, such as fair value reporting, acquisition accounting, complex compensation models, consolidation issues, and revenue recognition.

Ashley Sievers, CPA, Senior Manager, Moss Adams

Ashley has practiced public accounting since 2015. In the first part of her career, she served SEC and financial services companies in an external audit capacity. More recently, she’s focused on tax services for venture capital, private equity, and real estate funds where she specializes in complex international and multistate reporting for investment funds and management companies. Ashley is currently in the process of getting her master’s degree in taxation.

Diego Aguirre Torres, Manager, Moss Adams

Diego has been with the firm since 2018. He assists in business valuations, providing valuations of operating companies, intangible assets, family limited partnerships, and limited liability companies.

Sterling Smith, CPA, CFA, Director, Moss Adams

Sterling develops and manages relationships with institutional investors, financial intermediaries, and business founders. He’s a proven business leader with over 20 years of professional services and senior management experience derived from working in the investment banking and public accounting industries. Sterling’s experience with buy-side and sell-side M&A and growth capital raises enables him to advise clients on a range of corporate finance transactions services.

Registration Form

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CPE Information

Program Level:
Basic
Credits:
Accounting: 1
Delivery Method:
Webcast
Learning Objectives:
Describe private equity transactions and current market trends; identify regulatory developments for private equity funds; and describe upcoming tax and accounting changes.
Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Laura Slider at 972-458-3748 or send her an email.

Moss Adams 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Related Topics

Form PF Changes Could Impact Reporting for Investment Advisers to Private Funds
2024 Financial Services Outlook: ESG, Automation, Tax Update and More

Applicable Industries

Asset Management & Broker-Dealers