Jump to…

Join us to learn more about the latest developments affecting financial reporting of hedge funds, private equity funds, investment managers and general partners.

Our Alternative Investment Group will provide an update on current industry developments, including new accounting guidance and its incorporation into your financial statements. Be informed about SEC examination priorities and how to best protect your investment management firm from examination deficiencies.

Topics

  • Accounting & Auditing Updates for Investment Funds and Managers
  • SEC Update
  • Recent SEC Proposals 
  • SEC Examination Priorities & Risk Alert 
  • Recent SEC Enforcement Cases

Presenters

Tina Catalina, Managing Director, Assurance – CBIZ
Herbert Chain, Director, Assurance – CBIZ
Joanna Conte, Managing Director, Assurance – CBIZ
John M. Guerrieri, Managing Director, Assurance – CBIZ