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 and investment strategies, all while learning from thought leaders in the front seat helping drive the 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.
In this episode of The Alternative Route, Colleen Fay sits down with Robert Crea of BCLP to discuss the nuances of the venture capital advisor exemption, its origins, and practical implications for emerging managers. Learn how regulatory definitions and secondary market activities can impact compliance and registration decisions.
In this episode of The Alternative Route, Colleen Fay sits down with Deborah Kostroun of Zito Partners to discuss how PR and communications help companies control their narrative, build credibility, and adapt messaging across growth stages. They explore the growing impact of AI and digital platforms, emphasizing consistent messaging across press, social media, and owned content, along with the importance of thought leadership and aligning communications with overall business strategy.
In this episode of The Alternative Route, Colleen Fay sits down with Dan Huscher of Lukka to unpack crypto’s biggest valuation puzzle – identifying the principal market and determining exit price in a world where assets trade across hundreds of fragmented, always-on venues.
Dan explores why data quality, exchange integrity, and regulatory alignment under ASC 820 are mission critical and how institutional grade infrastructure, transparent methodology, and SOC-audited controls help withstand audit scrutiny. From inaccessible markets to inconsistent tickers, this conversation dives into the mechanics behind defensible digital asset valuations and the growing role of third party pricing providers in bringing order to the crypto cosmos.
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!
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Kimberly Ravenell, tax partner, was recognized for her commitment to client service and mentorship. With more than 30 years of experience advising high-net-worth individuals and closely held businesses, she provides tax planning and compliance guidance. Kim has played a key role in guiding her team and clients through significant industry and regulatory changes while supporting…
On April 28, 2026, the Securities and Exchange Commission (the “Commission”) issued an order (Release No. IA-6961) raising the dollar thresholds that determine whether a client qualifies as a “qualified client” under Rule 205-3 of the Investment Advisers Act of 1940. The new amounts took effect June 29, 2026. Background Section 205(a)(1) of the Advisers…
The question of who qualifies as a “limited partner” for purposes of Section 1402(a)(13) is now before the federal appellate courts, with potentially significant implications for partnerships and their owners. What began as a dispute over a narrow statutory exception for limited partners has evolved into a fundamental debate over whether self-employment tax liability should…