Please join us for the 11th Annual Alternative Investment Industry Update!
Wednesday, November 12, 2014
6:30-8:30 p.m. Welcome Reception
Thursday, November 13, 2014
7:30 a.m. Registration & Continental Breakfast
8:15 a.m. General Session
4:00 p.m. Closing
Since the Marriott Waterfront often sells out, here is a list of hotels within close walking distance to the event:
Hilton Garden Inn
625 South President Street
Baltimore, Maryland 21202
888-429-7482
We reserved a block of standard rooms at the special rate of $229/night plus applicable sales tax at the Hilton Garden Inn. You can call 888-429-7482 and mention the Arthur Bell room block, or use group code ARB in the box labeled group/convention code at www.baltimoreinnerharbor.stayhgi.com. The cut-off date for the room block is Friday, October 31, 2014.
Four Seasons Hotel
200 International Drive
Baltimore, Maryland 21202
410-576-5800
Homewood Suites
625A South President Street
Baltimore, Maryland 21202
410-234-0999
Marriott Courtyard Downtown Baltimore
1000 Aliceanna Street
Baltimore, Maryland 21202
443-923-4000
Tina Lewandowski
Marketing Director
Arthur Bell, Certified Public Accountants
tina.lewandowski@arthurbellcpas.com
410-771-0001 x270
Website: www.arthurbellcpas.com
Prerequisites: No previous training necessary
CPE credits: Earn up to 7 CPE credits at no charge.
Advance preparation: None
Delivery method: Group-live
Program level: Basic
Refunds: Refunds are not applicable as there is no fee.
For refunds, complaints and/or program cancellation policies, please contact Tina Lewandowski.
Arthur Bell CPAs hosts an Annual Alternative Investment Industry Update for clients, employees, and friends of the Firm to discuss relevant regulatory, compliance, operational, accounting, and tax issues affecting the hedge fund, managed futures, and securities community. The current agenda and list of speakers include:
8:15 a.m. Welcome remarks
Arthur F. Bell, Jr. - Managing Member, Arthur Bell CPAs
8:20 a.m. An outlook on the industry
Keynote: Richard H. Baker - President and CEO, Managed Funds Association
8:50 a.m. Managing the impact of today's regulatory climate
Karl A. Cole-Frieman - Founding Partner, Cole-Frieman and Mallon LLP
Patricia L. Cushing - Director, Compliance, National Futures Association
Mark Polemeni - Chief Compliance Officer, Citadel Asset Management
Moderator: Corey McLaughlin - Member, Arthur Bell CPAs
Snack break
10:10 a.m. Best practices for operational risk management
Greg Ciaverelli - Partner, Private Advisors, LLC
Tom Lloyd - General Counsel, Campbell and Company, Inc.
Marc Lotti - Founding Partner and COO, Aponix Financial Technologists
Moderator: Will Coleman - IT Director, Arthur Bell CPAs
11:10 a.m. Operational implications of a '40 Act Structure
Lance Baker - Chief Financial Officer, Hatteras Funds
Peter Gilroy-Scott - Director, Arthur Bell CPAs
Andres Sandate - President and CEO, Endurance Fund Services
Allen Taylor - Vice President, Marketing, Hatteras Funds
Moderator:.Jeff Megaro - Member, Arthur Bell CPAs
Lunch
1:00 p.m. Building bridges: The dynamics (not challenges) of weekly blogging, informing
and not offending
Keynote: Gary A. DeWaal - Special Counsel, Katten Muchin Rosenman LLP
1:30 p.m. Preparing your organization for the future
Arthur F. Bell, Jr. - Managing Member, Arthur Bell CPAs
Whitney A. Chatterjee - Partner, Sullivan and Cromwell LLP
A. Valerie Mirko, Esq. - Deputy General Counsel, North American Securities Administrators Association
Moderator:.Rod Rager - Member, Arthur Bell CPAs
Snack break
2:20 p.m. Update on performance reporting
Kamelia Dari - Senior Principal Consultant, ACA Performance Services
Debby Hallett - Director, Arthur Bell CPAs
Alan S. MacKenzie, Jr. - Chief Financial Officer, The Gargoyle Group
Moderator:.Keith Stafford - Member, Arthur Bell CPAs
3:00 p.m. Tax and fund update
Joseph Bergman - Partner, Brick and Patel LLP
Ryan Carling - Director, Arthur Bell CPAs
Moderator: Josh Morgenstern - Member, Arthur Bell CPAs
3:30 p.m. Accounting and audit update
Michael Minehane - Partner, Doran + Minehane
Chaim Preiser - Senior Accountant, Arthur Bell CPAs
Moderator: Thom Stranger - Director, Arthur Bell CPAs
4:00 p.m. Closing remarks
We are pleased to provide an opportunity for you to learn about industry developments, network with peers, and earn up to 7 credit hours of Continuing Professional Education (CPE). Additional speakers will be announced soon.
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Please click on "Register Now" to reserve your spot for the event.Register Now
If you are unable to attend, please click here to decline.
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Learning objectives are:
Registration is by invitation-only for clients, employees, and friends of the Firm. If you would like to request a topic for the agenda or extend an invitation to one of your colleagues, please email tina.lewandowski@arthurbellcpas.com.
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