2022 has been an exciting year for alternative investments, presenting unique challenges for emerging managers. Join us as we engage with industry leaders to discuss key factors to be considered by emerging managers.

In this session we will be covering the following topics and more:

  • Financial Reporting
  • Audit and Tax
  • Fund Formation
  • Fundraising


Beth Wiener, Partner, Marcum LLP
Colleen McHugh, Partner, Marcum LLP
Nick Artemenkov, Business Development Director, Lazard
Glen Chen, Counsel, Ropes & Gray LLP


Salman Ali, Partner & Private Equity Leader- West Region, Marcum LLP

This event qualifies for 1 hour of Continuing Professional Education (CPE) credits for CPAs in the area of Specialized Knowledge- Technical.


Program Description Challenges for Emerging Managers
Important Notice Regarding CPE:
Learning Objectives After completing this session, participants will be able to:

  • Discuss industry changes that impact the alternative investment practice.
  • Outline challenges that are unique to the alternative investment industry.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 hour
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.