2022 Alternative Investments Virtual Conference

Start time:
December 7, 2022 10:00 AM PT
End time:
December 8, 2022 12:30 PM PT
Location:
Online
Credits:
4.5
Contact:
Lauren Feeney, Moss Adams, (206) 302-6406
Cost to attend:
Complimentary

Join us for our annual Alternative Investments Conference for insights into industry opportunities, key trends, and potential upcoming 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 keynote speaker Jeff Bush, principal of The Washington Update and authority on tax and legal policy. He’ll present on the post-election landscape and its potential effects on taxes and investing.

Other key topics we’ll discuss include:

  • Today’s macroeconomic investment environment
  • Trends in environmental, social, and governance (ESG) investing
  • International tax investment structures and industry trends
  • Accounting and regulatory updates
  • State and local government tax and industry tax overview

View the detailed agenda here..

Register

Speakers

Jeff Bush, Principal, The Washington Update

A dynamic and insightful speaker and author, Jeff is known for his ability to translate difficult and confusing information coming out of Washington, DC, into winning growth strategies for business owners, executives, and investors. Jeff presents more than 200 times yearly in the United States and abroad to a client base that includes a who’s who list of fortune 500. He frequently appears on CNBC’s Nightly Business Report and has been featured in various industry publications and shows, including Investment News and POTUS Sirius/XM Radio.

Eric Bahn, Cofounder and General Partner, Hustle Fund

Eric is a cofounder and general partner at Hustle Fund, an early-stage venture capital firm based in San Francisco. Hustle Fund invests in software startups at the pre-seed and seed stages, backing founders who exhibit great execution and high velocity. Prior to Hustle Fund, Eric was an angel investor and venture partner at 500 Startups.

Joe Zhao, General Partner, Millenia Capital

Joe Zhao is a general partner at Millennia Capital, a New York-based venture fund focused on high-tech sector investments across financial services, enterprise, and internet-enabled businesses. Prior to venture capital, he worked in public markets as a research analyst and economist at the Federal Reserve and International Monetary Fund. He earned his MBA from NYU Stern School of Business and is a member of the World Economic Forum.

Perry Hollowell, Head of Equities & Sustainable Investing, CFI Partners

Perry Hollowell has over 15 years of experience in the financial services industry and has a passion for investing for profit and purpose. At CFI Partners, he oversees public and private equity impact strategies aligned with the UN’s Sustainable Development Goals and the integration of environmental, social, and governance (ESG) best practices across the firm’s fixed income and equity portfolios.

Flavia Micilotta, Director, ESG Solutions, TMF Group

Flavia Micilotta is leading the ESG offer for funds at TMF group. Flavia has held several positions supporting various clients in the financial industry on their sustainability journey. She led the Sustainability Practice in Deloitte Luxembourg until December 2020, and previously she was the director of the Luxembourg Green Exchange.

Ameya Bijoor, Partner, Encourage Capital

Ameya Bijoor has over 20 years of experience across private equity, corporate finance, and development. Ameya co-leads the clean energy finance and financial inclusion team. Since joining Encourage Capital’s predecessor firm, Wolfensohn Fund Management, in 2008, Ameya has been actively involved in investments in Electronica Finance, Annapurna Finance, Development Credit Bank, National Stock Exchange of India, Repco Home Finance, Ujjivan Financial Services and Fabindia.

Julie Castro Abrams, Founder & Managing Partner, How Women Invest, CEO, How Women Lead

Julie Castro Abrams is the founder and Managing Partner of How Women Invest, an early-stage venture firm focused on high growth, tech-enabled, women-founded enterprises. The firm is a culmination of her lifetime of work propelling women founders to launch and find success with training, capital, and networks. Julie brings her extensive experience identifying and supporting early-stage entrepreneurs and twenty years as a CEO and board director.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Specialized Knowledge and Application: 2
Accounting: 1.5
Taxes: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to describe current accounting, regulatory, and tax updates; describe the evolution in ESG investing; identify the international tax structure and the impact of future industry trends; and discuss investing opportunities and challenges developing in today’s macroeconomic environment.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at (206) 302-6406 or send them 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.

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