Stay ahead of key trends in the asset management industry such as environmental, social and governance (ESG), tax updates and cybersecurity.

2023 Asset management industry key takeaways and preparing for 2024

Lori Catapano, principal in the New York regional offices of Baker Tilly has more than 25 years of experience auditing private and public companies across a broad range of industries, including manufacturing and wholesale distribution, technology, professional service organizations, broker-dealers, alternative investment funds and their managers, as well as investment advisory firms.

Bachelor of Business Administration in accounting
Hofstra University (Nassau County, New York)

Engagement partner on audit and review engagements

Employee benefit plan audits, including defined contribution plans and employee stock ownership plans (ESOPs)

Assists clients in accounting for acquisitions and performing due diligence procedures

Provides accounting and consulting services

Experience with international financial reporting standards

Industry specialization in investment companies

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

Institute of Management Accountants, Long Island Chapter – board member

Middle Market Alliance of Long Island - board member

Join Baker Tilly for our annual year-end webinar where we take a deep dive into the asset management industry, reviewing key topics from 2024 and looking ahead into 2025. This webinar will provide a high-level overview of key trends, developments and hot topics to consider when preparing for the new year.  Our specialists will be covering hot topics such as financial crimes, important tax updates and risk updates.  Learning objectives:   Asset management overview:   Review updates in private equity as well as mergers and acquisitions landscape  Tax updates  Discuss changes and outcomes from the presidential election   Understand effects of expiring previsions and proposed legislation  Cybersecurity   Review and understand the current trends and risks in the cybersecurity landscape that organizations face  Discuss of the current state of regulations and outlook for the future    Understand key action items that can be taken to reduce the cyber risks that your organization faces  Fund administration   Lessons learned from fund administrators   Updates and challenges from the back office   Review private fund rulings  Accounting and auditing  Review venture capital market and valuation trends from 2024 going into 2025  Understand status of the SEC’s Special-Purpose Broker-Dealers for the Custody of Digital Asset Securities and challenges of establishing a clearing brokerage  Analyze current state of the SEC’s custody exam option for satisfying the custody rule  Information about CPE eligibility  There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.  Level: Overview  CPE credit: One (1) hour total credit  Field of study: Specialized Knowledge  For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.  Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org. 

Lori Catapano

Location

Uniondale, NY

Education

Expertise

Lori's latest insights

2023 Asset management industry key takeaways and preparing for 2024

Lori's upcoming events

Webinar

2024 Annual year-end asset management overview