Tuesday, December 2, 2025 | 1:00 - 5:00 PM ET
4th Annual Virtual Financial Services Business Symposium
The Next Chapter in Alternative Investments
Event Details
Tuesday, December 2
1:00 – 5:00 PM ET
4.5 CPE Credits
Join Withum’s Financial Services team for our 4th Annual Business Symposium as we explore what’s ahead for the industry and dive into The Next Chapter in Alternative Investments.
This year’s event will feature insightful discussions across key focus areas, including:
- Multifaceted Due Diligence for Strategic Decision-Making
- Tokenization and the Future of Fund Structures
- Trends in Private Credit and the Real Estate Market
- Year-End Tax Planning Considerations and Impact of OBBBA on Private Funds
After attending the symposium, attendees will be able to:
- Understand market trends in the growing area of private credit and evergreen fund structures
- Analyze the multifaceted factors influencing due diligence and investment decision-making
- Examine Year-End Tax Planning Considerations and Impact of OBBBA on Private Funds
- Evaluate the potential benefits and risks of integrating AI into fund operations.
Register for this event
Agenda
1:00 PM - 1:25 PM ET
CPE: 0.5 Credit in Economics
Speakers: Pocket Sun, SOGAL Ventures and Colleen Fay, Withum
Artificial intelligence is transforming how we invest, streamlining analysis, automating decisions and expanding access to data like never before. This keynote explores how AI is reshaping not only the markets, but also investor expectations, driving a shift toward creativity, connection and community.
1:25 PM - 1:50 PM ET
CPE: 0.5 Credit in Specialized Knowledge and Applications
Speakers: Joe Fede, Withum and David Weisburd, Weisburd Capital
The investing landscape is being rewritten. In this fireside chat, How I Invest host David Weisburd and Joseph Fede, partner at Withum explore how leading investors are redefining success through a blend of timeless principles and modern innovation.
1:50 PM - 2:15 PM ET
CPE: 0.5 Credit in Specialized Knowledge and Applications
Speakers: Joe Cassano, Withum and John D'Agostino, Coinbase
From unprecedented volatility to shifting institutional interest, digital assets continue to redefine the boundaries of modern finance. This session examines the current state of the market, looking at the dramatic pre- and post-10/10 landscape that erased billions in leveraged positions, and explores what’s next for digital asset adoption and integration.
2:15 PM - 2:40 PM ET
CPE: 0.5 Credit in Specialized Knowledge and Applications
Speakers: Kuber Mehta, Withum, Steve Boyd, Optima and Christopher S. Avellaneda, McDermott Will & Schulte
Regulatory scrutiny of hedge, venture, and private equity funds continues to intensify, creating new challenges for CFOs, CCOs, and controllers. Learn how to design effective compliance programs, manage dual registration risks, and align finance and compliance functions for greater transparency and efficiency.
2:40 PM - 3:05 PM ET
CPE: 0.5 Credit in Taxes
Speaker: Daniel Mayo, Withum
Learn how to navigate the evolving rules, align internal processes, and prepare for what’s next as regulators and institutions adjust to the post-OBBBA landscape.
3:05 PM - 3:30 PM ET
CPE: 0.5 Credit in Specialized Knowledge and Applications
Speakers: Amanda McKenna, Withum and Adam Walker, IQ-EQ, Ron Rossi, Pereview
As firms grow and market pressures intensify, building scalable and resilient operations becomes essential for long-term success. Learn how leading firms are optimizing processes and leveraging technology to future-proof their organizations in an evolving financial landscape.
3:30 PM - 3:55 PM ET
CPE: 0.5 Credit in Specialized Knowledge and Applications
Speakers: Kesley Thomas, Withum, Travis Loomis, Withum and Marissa Wiley, Nixon Peabody
An insightful discussion on how to balance risk management, strategic opportunity and regulatory expectations when making critical investment decisions. This session will unpack how due diligence has evolved beyond traditional financial analysis to encompass operational resilience and cultural alignment.
3:55 PM - 4:20 PM ET
CPE: 0.5 Credit in Specialized Knowledge and Applications
Speakers: Matt DiBrienza, Withum, Heather Wyckoff, Alston & Bird LLP and Michael Von Bevern, Suntera Fund Services
This session will provide an in-depth look at the evolving private credit market and the growing role of evergreen funds in investment strategies. Participants will gain insights into market trends, structuring considerations, and risk management approaches that can help optimize returns while maintaining liquidity and flexibility
4:20 PM - 4:45 PM ET
CPE: 0.5 Credit in Specialized Knowledge and Applications
Speakers: Val Orekhov, Withum, Ed Leitingerd, Withum and Jeremy Tarica, The Forest Road Company
Artificial intelligence is reshaping how asset managers analyze data, identify opportunities, and manage risk. This session will examine the practical applications of AI across investment research, portfolio management, compliance, and client engagement.
Register for this event
Join Withum’s Financial Services team for our 4th Annual Business Symposium as we explore what’s ahead for the industry and dive into The Next Chapter in Alternative Investments.
Continuing Education Credit
4.5 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].