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Private Equity Funds: What You Need to Know

September 22, 2021 @ 1:00 pm - 2:00 pm EDT

Free
MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

Register

START TIME: September 22, 2021 10:00 AM PST
DURATION: 1 hour
LOCATION: Online
CREDITS: 1
CONTACT : Danielle Johns, Moss Adams, (303) 294-7772
COST TO ATTEND: Complimentary

With historically high levels of dry powder and deal flows, near-zero interest rates, and proposed carried interest tax changes on the horizon, navigating the private equity landscape remain a challenge for private equity funds in 2021.

Join us for our webcast to learn about the latest developments related to private equity funds. You’ll gain important insights that will help you stay ahead of accounting, regulatory, and tax changes in an increasingly complex private equity landscape. Our private equity professionals will discuss the following topics:

  • Valuations considerations for carried interest transfer
  • Market trends for private equity transactions and what to expect in 2022
  • Regulatory developments for private equity funds
  • Relevant tax and accounting matters impacting private equity funds

REGISTER

Speakers

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. He also has experience providing accounting services to corporate offices of alternative investment funds.

Nathan Wright, CPA, CFP, Partner, Moss Adams

Nathan has practiced public accounting since 2007. He provides individual, trust, gift, and estate tax compliance and consulting services for entrepreneurs, executives, and individuals. Nathan also provides international tax compliance services to US individuals living abroad, foreign nationals living in the United States, and closely held international businesses.

Donovan Trone, CFA, ASA, Director, Moss Adams

Donovan is in the valuations services group and has worked in finance and research since 2009. He participates in valuations for operating companies, partnerships, and limited liability corporations for a variety of purposes, including M&A, financial reporting, corporate planning, estate and gift tax, and employee stock ownership plans. Donovan has experience with valuation of common and preferred stock, partnership and LLC interests, and debt and derivative securities.

Gassen Mosbahi, Partner, Moss Adams

Gassen has practiced public accounting since 2005. He assists private equity companies and strategic buyers through all phases of the acquisition process, including initial deal analysis, financial and accounting due diligence, valuation, identification of synergies, and integration.

Gev Khan, CPA, Senior Manager, Moss Adams

Gev has practiced public accounting since 2006. He focuses on partnership taxation with an emphasis on the private equity and venture capital industry. Gev has extensive experience working with management companies and fund managers on their individual income tax returns. He also works closely with cross-functional teams to structure domestic and offshore investment funds with significant international and multistate tax issues.

Dylan Peters, CPA, Senior Manager, Moss Adams

Dylan has practiced public accounting since 2014. His primary focus is managing 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.

CPE Information

PROGRAM LEVEL:
Overview
CREDITS:
Specialized Knowledge and Application: 1
DELIVERY METHOD:
Webcast
LEARNING OBJECTIVES:

After completing this training, participants will be able to describe carried interest transfer and related valuation considerations; explore private equity transactions and current market trends; and identify regulatory developments for private equity funds.

PREREQUISITES:
None
REFUND POLICY:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 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.

2 Responses to “Private Equity Funds: What You Need to Know”

  1. Hi

    How do I register for this cpe?

    Lori

  2. The registration area is at the bottom of the page:

    https://www.mossadams.com/events/2021/09/private-equity-funds-what-you-need-to-know#registration

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