2021 Alternative Investments Virtual Conference

Presented on:
December 8, 2021 10:00 AM PT
End time:
December 9, 2021 12:30 PM PT
Location:
Online

Join us for our Alternative Investments Conference for insights into industry opportunities, key trends, and current environmental challenges.
 
Our two-day virtual conference featured leading industry professionals, who addressed important strategies to help you stay ahead of upcoming accounting, regulatory, and tax changes—and the latest developments related to alternative investments. Key topics we discussed included:

  • 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

  • A tax update

  • Accounting and regulatory updates

Note: Conference breakout sessions were not recorded.

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.

Sean Carlson, CPA, Chief Tax Officer, Kleiner Perkins

Sean Carlson rejoined Kleiner Perkins in 2019 and serves as the chief tax officer. As part of the operations group, he oversees the day-to-day tax function of Kleiner Perkins including fund compliance and reporting, research and planning, and structuring related to portfolio company investments and exits. Sean's prior industry experience includes tax roles at Bertram Capital and Legacy Partners.

Bessie Wu, Director of Finance, AI Fund

Bessie oversees the firm’s finance and accounting function. She’s also responsible for investor relations and involved in operations, human resources and regulatory compliance matters. Bessie has over 10 years of professional experience in financial services.

Erin Fennimore, Head of Information Reporting Tax Solutions, TaxBit

Erin leads the expansion of tax software solutions in emerging and ever-changing crypto markets both domestically and abroad and helps scale TaxBit’s information reporting. She brings over 10 years of expertise and experience in the area of information reporting and withholding. Prior to joining TaxBit, she led the Global Tax Reporting group at Moss Adams, where she focused on the private equity and venture capital sector, as well as advising multinational corporations and financial institutions on compliance with information reporting and withholding regulations.

Nicole Sanders, Principal Software Engineer, Blockchain, TaxBit

Nicole leads blockchain research and development for TaxBit, specifically for Decentralized Finance (DeFi) and non-fungible token (NFT) contracts. She brings experience and skill in in software development, JVM languages, and blockchain technologies. Prior to joining TaxBit, she worked at tZERO Group, Inc., where she designed, architected, and implemented tZERO’s Global Security Standard for digital securities.

Registration Form

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Related Topics

2020 Virtual Alternative Investments Conference
Tax Tips for Cryptocurrency
Valuation Guidance: Private Equity and Venture-Backed Firms

Applicable Industries

Asset Management & Broker-DealersConsumer & Specialty FinancePrivate Equity