Venue
TBA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Location TBA
Region All
Details

This forum is a one-of-a-kind, comprehensive program that provides you with everything you need to know to not only safeguard your fund from costly tax legislation misinterpretations but thrive in the post-pandemic era. Join us for the industry’s most complete and concise tax and accounting event for both private equity and hedge funds. 

Who should attend?
• Private Equity and Hedge Funds, Portfolio Companies if you are:
• Tax Managers, Tax Directors, Tax Seniors, Tax Associates
• CFOs, Controllers, Fund Accountants
• Directors of Accounting, Senior Accountants
• Accounting Firms, Law Firms
• Administrators, Consultants

Top reason to attend
• Legislative Update: planning for Biden’s tax proposals and their impact to carried interest, benefits and rates
• CFO Roundtable and Cybersecurity: stay in the know and learn what’s top of mind for finance leaders
• Alternative Investments: discuss how to account for and report cryptocurrency
• Market Sourcing: learn which states are enforcing taxing GPs and at what threshold, for year-end apportionment
• Tax Capital Reporting: learn how to communicate the new K-2s and K-3s to investors, and how the forms will help and hinder

Speakers

2021 Past Speakers

Miri Abrams Forster
Principal and Tax Controversy Co-Leader, Eisner Advisory Group

Robert Altieri, CPA
Principal, Frankel, Loughran, Starr & Vallone

Delina Bakalli
Tax Managing Director, BDO USA

Maury Cartine
Managing Director, Prospect Capital Management

Shehan Chandrasekera
Head of Tax Strategy, CoinTracker

Joshua Cherry-Seto
Managing Director, CFO & CCO, Blue Wolf Capital Partners

R. Eric Emrich
Chief Financial Officer, Treasurer and Principal, L-A Asset Management Services

Erica England
Chief Financial Officer, Wolcott Family Office

Philip Gross
Member, Kleinberg, Kaplan, Wolff & Cohen

Justin Headley
Consulting Manager, Warren Averett

Angela Jhanji
Director, ESG & Sustainability Services, Grant Thornton

Rob Loban
VP, Head of Accounting/Controllers, BlockFi

Stephen Mahadeo
State and Local Tax Partner, PwC

Christopher Mears
Audit Partner, Asset Management, KPMG

Dianne Mehany
Principal, Private Client Services, EY

Walé Oriola
Counsel, Faegre Drinker

James Parillo
Portfolio Manager, Figment Capital

Jeffrey Parker
Financial Services Tax Partner, Partner in Charge of Personal Wealth Advisors Practice, and Co-Head of New York Tax, Eisner Advisory Group

John Perry
Senior Tax Director, NGP ETP

Edgar Ríos Méndez
Member, Pietrantoni Méndez & Alvarez

Don Roveto
Partner, Deloitte Tax

Brendan Ryan
Tax Manager, Investment Funds, RSM US

Leighanne Scott
Principal, State and Local Tax, PwC

E. George Texieira
Partner, Anchin

Anthony Tuths
Tax Principal, Alternative Investments, KPMG

Markus Veith
Partner, Financial Services, Grant Thornton

Jennifer White
Partner, Reed Smith