Please join us for an afternoon of panel discussions on trending topics in the private funds sector with our Dorsey partners and leading industry experts.
Agenda:
1:00 – 1:30 pm
Registration and Opening Remarks
1:30 – 2:15 pm
Session 1: Trends and Tactics in Capital Raising and Investor Relations
Moderator: Daniel Baich, Of Counsel, Dorsey & Whitney
Panelists:
- Chrystalle H. Anstett, Managing Director, Eaton Partners
- Ankur Jain, Managing Partner, Chief Operating Officer at Falchion Capital Management
- Alex Stanton, Founder and CEO of Stanton Public Relations & Marketing
2:15 – 3:00 pm
Session 2: Investment Adviser Regulation and Enforcement
Moderator: Genna Garver, Of Counsel, Dorsey & Whitney
Panelists:
- Tom Gorman, Partner, Dorsey & Whitney
- Jeffrey C. Morton, Partner and Co-Founder of ACA Compliance Group
- Nancy E. Lynch, GC/CCO of MW Eaglewood Americas LLC
3:00 – 3:15 pm
Networking Break
3:15 – 4:00 pm
Session 3: Updates on Fund Terms, Structures and Tax
Moderator: John Kaufmann, Partner, Dorsey & Whitney
Panelists:
- John Chase, Partner, Dorsey & Whitney
- Hayden Isbister, Partner at Mourant Ozannes
- Anthony Tuths, Partner at Withum
- Alaina Danley, Director for DMS Governance
4:00 – 4:45 pm
Session 4: Anti-Money Laundering Compliance Requirements and Best Practices
Moderator: Joseph Lynyak, Partner, Dorsey & Whitney
Panelists:
- Asher Ailey, CCO of SouthernSun Asset Management
- John McCormick, Experienced Manager in the Business Advisory Practice at Grant Thornton
- Brett Meili, Senior Managing Director, Chief Counsel, U.S. Bancorp Fund Services, LLC
5:00 pm
Networking Reception
Dorsey is proud to support women-owned beverage businesses. Please join us to sample cocktails from Catskill Provisions and Maven Cocktails.