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4th Annual Virtual Financial Services Business Symposium
December 2, 2025 @ 1:00 pm – 5:00 pm EST
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.
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].
