2024 Annual year-end asset management overview
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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.
