Baker Tilly and Dr. Richard K. Green from the USC Lusk Center for Real Estate present economic outlooks and macro trends related to fund managers and the asset management industry. 2020 has reshaped our economy, our investing habits and means of doing business. Market reactions are constantly changing on a national and a global level with vaccination rollouts, changing COVID-19 guidance, interest rates, the job market and many other influential elements. After Dr. Green’s discussion, Baker Tilly partners in the asset management industry answer questions from attendees.

Learn more about how 2020 has shifted economic outlooks and macroeconomic trends for the asset management industry in this webinar hosted by Baker Tilly featuring Dr. Richard K. Green from USC Lusk Center for Real Estate.

Macroeconomic trend outlook for the asset management industry: insights for fund managers

John serves as the firm’s national asset management practice leader and New York team leader for Baker Tilly’s financial services practice. 

John represents alternative investment funds and their managers as well as broker-dealers and advisory firms. John is the firm’s national practice leader for asset management. He also has served as a member of the firm’s Board of Partners where his responsibilities included setting overall strategy for the firm as well as management oversight. John has more than 35 years of diversified public accounting experience advising clients in many areas including U.S. GAAP reporting, SEC requirements and general business advisory matters. His industry specialties include investment managers and alternative investment funds.

John serves as the firm’s national asset management practice leader and New York team leader for Baker Tilly’s financial services practice.

Bachelor of Science in accounting 
Wagner College (New York, New York)

Oversees the firm’s national asset management practice and financial services industry strategy and business development in New York, one of the firm’s primary U.S. markets

Extensive experience working with registered investment advisors (RIAs), investment vehicles including fund of funds, public and private funds, alternative asset funds, investment management companies and regulated broker-dealers 

Represents both public and privately held companies and is well-versed in many industry sectors, including real estate, technology, software development and sales, service companies and equipment leasing

American Institute of Certified Public Accountants (AICPA)

New York State Society of Certified Public Accountants (NYSSCPA)

Management Committee, New York Alternative Investment Roundtable (HFR) 

Lecturer, numerous AICPA and NYSSCPA sponsored events

Baker Tilly’s asset management team is excited to host our annual year-end webinar. Join our practice leaders on Wednesday, Dec. 7 1:30 – 2:30 ET as they go over key insights from 2022 and review hot-button topics for 2023.   Preparing you for 2023 our practitioners will cover trending topics such as Environmental Social Governance (ESG), digital assets and cybersecurity. This webinar will be a quick one-hour high-level overview. Learning objectives   Asset management industry update Provide an update focusing on the current state of the asset management industry and an economic outlook Digital assets Overview of the current crypto trends in the industry and happenings in the space at a macro market level Review of the current state of regulations and outlook for the future ESG Review of recent ESG-related regulatory updates on the SEC proposed rules for issuers  Discuss current tax strategies for companies implementing ESG efforts  Review the current tax climate, including impacts of the Inflation Reduction Act, recent election results and significant tax laws that will sunset at the end of 2022 Tax  Discuss recent tax matters that will affect the asset management industry Cybersecurity Identify common industry cyber risks, trends and updates  Information about CPE eligibility There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event. Level: Overview CPE credit: One (1) hours total credit Field of study: Specialized knowledge CPE host: Stephanie Evers A certificate of completion will be emailed to you four to six weeks following the event. For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.  Baker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.

John Basile

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New York, NY

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Macroeconomic trend outlook for the asset management industry: insights for fund managers

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2022 Year-end asset management webinar