Brett Eichenberger will speak on the MFDF webinar “Ask Anything - ETF Edition.”
Event DetailsAsha Shettigar will speak on two panels at the IMN Winter Real Estate Private Funds Conference.
Event DetailsRobert Velotta moderated the panel, “Liquid Alts, Absolute Return or Conventional Hedge Fund Investing — Which Are Right for Your Portfolio in 2025?” at ALTSMIA.
Read MoreTake a look back on Q3 activity in the multifamily, office, retail and industrial property sectors across the national real estate and construction industry, and a look ahead to what’s next in 2026. We also discussed critical year-end planning for construction companies, developers, real estate funds and REITs.
Read MoreCynthia Pedersen spoke on the panel “Regulatory Clarity: What’s Next for U.S. and Global Crypto Regulations” at the Boston Institutional Digital Assets Forum.
Read MoreWe offered insights and ideas for businesses related to tax credits and incentives, deductions, accounting methods, real estate, state and local taxation, tax considerations when selling a business and more.
Read MoreLori Novak spoke on the panel “Valuation and Other Daily Challenges for Closed-End Fund Operations” at the ICI Retail Alternatives and Closed-End Funds Conference.
Read MoreMike Dellavalle spoke on the “Crypto ETFs: Navigating the Next Phase of Digital Asset Access” panel at ETP Forum.
Read MoreWe offered insights and ideas for high-net-worth individuals, including planning for income tax, itemized deductions, investments, charitable endeavors, estate and gift tax, retirement and more.
Read MoreJay Laurila spoke on the webinar “ETF Share Class: Asset Manager Considerations.”
Read MoreJay Laurila moderated the panel “Infrastructure, Critical Materials and Clean Energy Investments — What will the Path to Growth Look Like?” at ALTSTX.
Read MoreThe wait is over … The SEC’s long-anticipated approval of ETF share classes marks a defining moment for the U.S. fund industry. As the industry moves from planning to implementation, we hosted a timely discussion with practical insights for navigating the opportunities and challenges in this new era.
Read MoreMike Dellavalle spoke on the panel “The Tokenization Frontier: Real World Assets, Compliance, and Market Traction” at the WSBA Crypto and Blockchain Summit 2025.
Read MoreJay Laurila and James Kaiser participated in panels at the ICI Tax and Accounting Conference.
Read MoreModerated by Jay Laurila, this panel examined how investors are approaching real assets to generate income, hedge against volatility and align with long-duration themes — such as urbanization, energy transition and digital infrastructure.
Read MoreModerated by Asha Shettigar, this panel examined the latest tax bill updates and strategies for navigating the new administration’s policies.
Read MoreBrett Eichenberger and Jay Laurila spoke at two sessions during this year’s ICI ETF Conference.
Read MoreJohn Braun shared best practices for balancing duties, skillsets and emerging issues governed by audit committees.
Read MoreJoin us for a Q2 2025 report on the national real estate and construction industry landscape.
Read MoreHear from private equity firms and portfolio companies on how to prepare for, work with and thrive in a private equity owned environment.
Read More