Private Fund CFOs: a toolkit for success


The challenges for CFOs and their teams continue to compound as alternative investment firm structures and strategies get increasingly complex. Join us as our expert panel tackles current areas of concern related to accounting and tax including:

  • Structuring considerations for funds and related sponsor vehicles
  • Back-office accounting – considerations for insource vs. outsource
  • Trader vs. investor implications and impact on service providers
  • Carried interest issues including holding periods, profits interests, waterfall structure and potential impact of proposed tax legislation


  • Colleen Fay, Principal, Withum
  • Vince Calcagno, CEO, Agile Fund Solutions
  • Jon Brose, Partner, Seward & Kissel


  • Michelle Noyes, Managing Director, AIMA


In partnership with