Please join us for an afternoon of panel discussions on trending topics in the private funds sector with our Dorsey partners and leading industry experts.

1:00 – 1:30 pm
Registration and Opening Remarks

1:30 – 2:15 pm
Session 1: Trends and Tactics in Capital Raising and Investor Relations

Daniel Baich, Of Counsel, Dorsey & Whitney

  • Chrystalle H. Anstett, Managing Director, Eaton Partners
  • Ankur Jain, Managing Partner, Chief Operating Officer at Falchion Capital Management
  • Alex Stanton, Founder and CEO of Stanton Public Relations & Marketing

2:15 – 3:00 pm
Session 2: Investment Adviser Regulation and Enforcement

Moderator: Genna Garver, Of Counsel, Dorsey & Whitney

  • Tom Gorman, Partner, Dorsey & Whitney
  • Jeffrey C. Morton, Partner and Co-Founder of ACA Compliance Group
  • Nancy E. Lynch, GC/CCO of MW Eaglewood Americas LLC

3:00 – 3:15 pm
Networking Break

3:15 – 4:00 pm
Session 3: Updates on Fund Terms, Structures and Tax

Moderator: John Kaufmann, Partner, Dorsey & Whitney

  • John Chase, Partner, Dorsey & Whitney
  • Hayden Isbister, Partner at Mourant Ozannes
  • Anthony Tuths, Partner at Withum
  • Alaina Danley, Director for DMS Governance

4:00 – 4:45 pm
Session 4: Anti-Money Laundering Compliance Requirements and Best Practices

Moderator: Joseph Lynyak, Partner, Dorsey & Whitney

  • Asher Ailey, CCO of SouthernSun Asset Management
  • John McCormick, Experienced Manager in the Business Advisory Practice at Grant Thornton
  • Brett Meili, Senior Managing Director, Chief Counsel, U.S. Bancorp Fund Services, LLC

5:00 pm
Networking Reception

Dorsey is proud to support women-owned beverage businesses. Please join us to sample cocktails from Catskill Provisions and Maven Cocktails.