Join us for our annual Alternative Investments Conference for insights into industry opportunities, key trends, and potential upcoming challenges. 

Our virtual conference will feature leading industry professionals who will address important strategies to help you stay ahead of upcoming accounting, regulatory, and tax changes—and the latest developments related to alternative investments. 

Daniel Dart will be the keynote speaker this year. Dart is a seed investor, part of the Milken Institute Young Leaders Circle, recipient of a Sloan Leadership Fellowship, and founder of Rock Yard Ventures.

Key topics include:

• Industry tax overview including post-election state and local, international, and personal tax compliance updates
• Today’s macroeconomic investment environment
• Trends in venture capital and private equity
• Accounting and regulatory updates
• Cybersecurity risks and considerations

Daniel Dart, Founder, Rock Yard Ventures

Daniel Dart is the founder of a Solo GP fund. His journey from homelessness and incarceration to where he is today shows how powerful second chances can be.

James Wang, General Partner, Creative Ventures

James has previously co-founded a women’s health company, started his career in microfinance operations in West Africa, and is the author of the Weighty Thoughts Substack on AI, startups, and economics.

Drew Logan, Chairman, Myrlin Group

Drew is also the founder of The Myrlin Group, a business optimization agency. He’s an author, entrepreneur, TV personality, athlete, and fitness and nutrition expert.

Emilie Abate, Director, Iron Road Partners

Emilie specializes in serving the alternative investments industry to help sophisticated investment managers mitigate risk and implement effective compliance programs.

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.

Chris Parker, JD, Partner, Moss Adams

Chris began his tax career at California’s Franchise Tax Board (FTB) in 2004 and joined Moss Adams to lead the state and local tax controversy practice in 2015. He resolved Moss Adams’ first ever matter before California’s new Office of Tax Appeals, providing over $2.5 million in benefits to the clients. Chris has been involved in matters involving large and mid-size corporations at every level of administrative controversy.

Josh Grossman, JD, Partner, Moss Adams

Since starting his career as a tax practitioner, Josh has specialized in California income tax consulting and controversy matters, including California refund reviews and strategic refund claims, Franchise Tax Board (FTB) audit defense, protesting FTB assessments, settlement and closing agreement negotiations, and appeals before California’s administrative Office of Tax Appeals.

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.

Krish Panu, Founder and Managing Director, PointGuard Ventures

Krish Panu founded PointGuard Ventures with the vision of combining growth financing, strategic guidance, and global expertise to build and scale the most cutting-edge technology companies. Krish works tirelessly with founders and teams to achieve their goals and put them in the best position to succeed.