Loading Events

« All Events

  • This event has passed.

2021 Alternative Investments Virtual Conference 2

December 9, 2021 @ 10:00 am - 12:30 pm PST

Free
MossAdams CPE Webinars

Participants of the live webinar will be eligible for 2 free CPE credits.

Register

START TIME: December 8, 2021 10:00 AM PT
END TIME: December 9, 2021 12:30 PM PT
LOCATION: Online
CREDITS: 4
CONTACT: Wendy O’Connor, Moss Adams, (214) 242-7504
COST TO ATTEND: Complimentary

Join us for our Alternative Investments Conference for insights into industry opportunities, key trends, and current environmental challenges.

Our two-day 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. This year will also include breakout sessions to provide flexibility in tailoring your experience. Key topics we’ll discuss include:

  • Investing with a purpose: how hedge funds can generate superior returns for investors and give back to the society through charitable causes
  • Outlook on the modern office following the pandemic
  • The evolution of blockchain including cryptocurrency, non-fungible token (NFT), and decentralized finance (DeFi)
  • Trends in Environmental, Social, and Governance (ESG) investing
  • Opportunities and challenges facing emerging funds in 2021

REGISTER

Speakers

Emmett Peppers, Founder & Portfolio Manager, Good Soil Investment Management

Emmet founded Good Soil Investment Management (“Good Soil”) on the principle that an asset management company can benefit both its investors and society. Good Soil is the general partner of Accelerated. Fifty percent of both the management and performance fees accruing to Good Soil from Accelerated are distributed amongst charities selected for their mission, integrity and effectiveness.

Matt Smith, Managing Partner, Good Soil Investment Management

Matt joined Good Soil in 2021 to assist in portfolio management and fund operations. Matt has a successful history of outstanding returns in his personal portfolio, born out of independent thinking and strong fundamental analysis. Matt’s career in finance started as a valuation analyst for Andersen Tax, where he gained broad experience valuing companies and assets using DCF, options, and market-based valuation methodologies.

Promit Bhattacharya, Chief Financial Officer, Top Tier Capital Partners

Promit is the chief financial officer and a member of the leadership team at Top Tier Capital Partners (Top Tier). He leads the finance team and is responsible for the accounting, operations, and financial reporting of Top Tier Capital and its funds. He joined Top Tier in 2020.

Yuan DuBord, CPA, Chief Financial Officer, PFM Health Sciences

Prior to joining PFM Health Sciences in 2007, Yuan was an audit senior manager in the Asset Management Group at Ernst & Young. Prior to Ernst & Young, she was the controller and chief compliance officer at Triatto Capital Management. Before Triatto, Yuan was an audit manager in the Asset Management Group at Ernst & Young.

Alex Kamenetskiy, Chief Operating Officer, Munich Re Ventures

Alex partners closely with the head of Munich Re Ventures on all aspects of running the group, including all investment and investment management processes and systems, strategy of the program, financial oversight, talent acquisition and retention, facilities, and marketing and events. His primary responsibilities are scaling the organization and execution capabilities across geographies, investment sectors, Munich Re businesses, and a growing number of portfolio companies. Previously, he was the global finance lead: revenue, operations and supply chain at The Climate Corporation.

CPE Information

PROGRAM LEVEL: Overview
CREDITS: Specialized Knowledge and Application: 2.5
Taxes: 1
Accounting: 0.5
DELIVERY METHOD: Webcast
LEARNING OBJECTIVES: After completing this training, participants will be able to describe current accounting, regulatory, and tax updates; describe the future of the finance office following the pandemic; summarize opportunities and challenges facing emerging funds; define current trends developing in sell-side due diligence by sellers; and summarize evolution of blockchain and trends for digital assets.
PREREQUISITES: None
REFUND POLICY: For more information about administrative policies regarding CPE, refunds or complaints, please contact Wendy O’Connor at (214) 242-7504 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.

Leave a Reply

Subscribe Here