In this session, we’ll discuss the intersection of data, technology and process — and how that knowledge can help build a more flexible finance organization that proactively manages complexities and drives strategic priorities forward.
Read MoreCamille Clemons moderated the panel “Hedge Funds Reimagined — Evergreen, Open-End and Hybrid Structures” at ALTSCHI.
Read MoreMany closely held business owners create an estate plan and then expect their finance team to help implement, monitor and manage it. As part of that team, do you know what’s expected and how to effectively deliver? We’ll discuss considerations in executing an estate plan on behalf of an owner,...
Read MoreAsha Shettigar spoke on the panel “Structuring for Tax Efficiency in Today’s Market” at the IMN Real Estate Private Funds Summer conference.
Read MoreBrett Eichenberger spoke on the panel “Entering the ETF market: Fast track concept to listed product” at FundForum.
Read MoreCynthia Pedersen moderated the panel “Everything Digital – AI, Stability, and Integration” at ALTSNY.
Read MoreBrett Eichenberger and Jay Laurila spoke on the panel “Designing ETFs That Work: Navigating Today’s Product Development Playbook” at the ICI ETF Conference.
Read MoreMike Dellavalle spoke on the panel “Digital Assets: The Next Phase of Integration” at the ETP Forum.
Read MoreMike Dellavalle moderated the panel “Tokenization & access — does tokenization unlock the retail revolution of private markets (and should it)?” at the 2026 AIMA Digital Assets Conference.
Read MorePhil Ryan moderated the panel “Getting Deal-Ready: How to Prepare for Market from Both Sides of the Table” at the Smart Business Dealmakers Conference.
Read MoreKrista Zuchowski moderated the panel “Financing Strategies and Creative Capital Solutions” at IMN CFO & COO West.
Read MoreTake a look back on Q1 activity across multifamily, office, retail and industrial property sectors of the real estate and construction industry. Also gain insight into the trends shaping the market, including impactful legislation and an accounting and tax industry update.
Read MoreAsha Shettigar moderated the panel “The Debt & Equity Capital Stack” at the IMN Data Center Power Capital conference.
Read MoreCynthia Pedersen spoke on the panel “Digital Assets, Real Tax Consequences” at the Eve Wealth Summit.
Read MoreKaitlin Mansfield moderated the panel “Out-of-Town Women Investors” as part of the 3 Rivers Venture Fair Launch Series.
Read MoreTake a look back on Q4 activity across major sectors of the national real estate and construction industry: multifamily, office, retail and industrial property. We also provided updates on impactful legislation, REITs and private funds, and the Qualified Opportunity Zone Program. Gain clear insight into the trends shaping real estate and construction in 2026.
Read MoreAsha Shettigar spoke on two panels at the IMN Winter Real Estate Private Funds Conference.
Read MoreBrett Eichenberger spoke on the MFDF webinar “Ask Anything - ETF Edition.”
Read MoreRobert Velotta moderated the panel, “Liquid Alts, Absolute Return or Conventional Hedge Fund Investing — Which Are Right for Your Portfolio in 2025?” at ALTSMIA.
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