Mike Lee
EY Global WAM Leader
Tim West
Alternative Investments Leader, WAM
Mark Wightman
WAM Transformation Lead
Key leaders from across the globe discuss trends, challenges and opportunities in the alternatives industry, including access to public and private markets, operating models, the democratization of investing and other current alternatives topics that span the globe.
Samer Ojjeh
Principal, Asset Management Consulting
Sally Dornaus
Partner, Chief Financial Officer
Gavin O'Connor
Chief Operating Officer
Suryanshu Mishra
Global Head of Fund Services, Securities Services
Successful asset managers of the future will thrive by building the necessary infrastructure, managing talent, and learning to conduct business in different ways. Our discussion looks at outsourcing trends, technology solutions, AI opportunities and the shifting talent landscape. These market events may reshape the alternatives industry into a new, leaner landscape.
Jamila Mayfield
Partner
Jennifer Han
Executive Vice President, Chief Counsel, Head of Global Regulatory Affairs, Managed Funds Association
Kelly Pettit
Managing Director, Associate General Counsel, CCO
There have been several recent SEC rule approvals - and there are many more proposed rules that could potentially have significant impact for the alternatives industry. If approved, these new regulatory requirements will likely lead to the largest transformation in alternatives regulation since 2008.
Devashish Jain
SaT Private Equity Leader for Financial Services
Ayanna Clunis
Partner and Head of Operations
Geoffrey Mize
FSO Transactions and Corporate Finance Leader
Pamela Bentley
Chief Financial Officer
In this episode, our panel discusses lessons learned from due diligence and other diligence considerations; integration and separation considerations; best practices on managing change and culture; current valuation considerations – where do you assign values when evaluating such deals; and key structuring considerations.
Joe Bianco
Principal, Financial Services Asset Management Tax Practice Leader
Julie Valeant
Partner
Ray Beeman
Principal, Washington Council
David Kirk
Partner
In this episode we tackle two updates in one – EY’s popular Washington Council update – an up-to-the minute post-election look at the Washington D.C. landscape and how recent events could shape tax policy – and a tax trends update – a look at the tax topics that are currently top-of-mind for private equity and hedge funds, their managers and investment professionals.
Chintan Muchhala
Partner, WAM/Private Equity
Omar Mahmoud
Principal, Corporate Finance - SaT
Meredith Ager
Principal, Real Estate: FSO
Ryan Moore
Managing Director
Santiago Rivera
Director of Valuation
In this episode, our panelists explored current economic trends impacting valuations of various asset classes, including private equity, venture capital and credit funds. This timely panel conversation will include topics such as: