This session will cover key tax implications impacting IDFs, including diversification requirements, investor considerations and structuring challenges, alongside audit and financial reporting perspectives surrounding valuation, controls, reporting expectations and operational complexities. Attendees will also gain insight into current market trends, common pitfalls and practical strategies to help position IDFs for long-term success in today’s alternative investment environment.

Speakers:

• Amanda Mckenna, Partner, Team Leader, Financial Services - Tax, Withum
• Kuber Mehta, Partner, Team Leader, Private Equity, Withum
• Bruce L. Gelman, Partner, Tax, Kirkland & Ellis LLP
• Jonas Katz, Chief Marketing Officer, SALI Fund Services

Moderator:

• Michelle Noyes, Head of Americas, AIMA

Sponsored by: