Webinar
2026 Private Funds Update
: To say asset managers are facing a volatile, increasingly complex investment environment right now is an understatement. There are several forces at play that are impacting the asset management industry, including shifting economic conditions, evolving investor expectations, technological innovation and ongoing regulatory developments. As your fund prepares for the next 6-12 months, understanding the many different market forces impacting the industry will be critical to supporting clients and investors, managing risk and maintaining a competitive edge in the long-term. On Aug. 12, join us for our annual private funds update webinar, founded by legacy Moss Adams and now proudly continued by Baker Tilly. Our asset management specialists will discuss the latest developments shaping the industry, including a comprehensive market update and outlook for the next several months and insights into key trends, challenges and opportunities that are expected to impact investment funds and their portfolio companies. This session will also examine several of the industry’s most significant emerging topics, including valuation challenges in uncertain markets, evolving M&A activity across the industry and noteworthy tax and retirement plan developments and legislation impacting fund managers and their investors. Attendees will gain insight into current market dynamics and actionable considerations for strategic planning and growth initiatives moving forward into the next 6-12 months. Register now and join us for this CPE-eligible session taking place on Wednesday, Aug. 12 from 1-2 p.m. ET.
Syed Rizvi, Principal, Assurance
Fabio de Filippo, M&A and Transaction Advisory Services Practice Leader
Garrett Sussman, Managing Director, Valuations Advisory
David DuBrava, Senior Manager, Wealth Management Advisory
Erik Weinapple, Principal, Tax Compliance & Consulting
- Identify emerging trends in the industry and assess current market conditions and key economic drivers impacting private funds and asset managers over the next 6-12 months from a macro perspective.
- Discuss current M&A and valuation trends, challenges and leading practices for navigating pricing uncertainty and portfolio reporting.
- Get the latest updates on key retirement plan and 401(k) developments and legislation and their potential impact on employers, plan sponsors and investment offerings.
- Recognize notable federal tax developments and legislative changes that may impact asset managers, including key Section 1202 and Qualified Small Business Stock (QSBS) updates.
Chief executive officers and presidents, chief financial officers, chief risk officers, chief compliance officers, chief technology officers, general, limited, and operating partners, investor relations, tax directors and leadership roles at a registered investment adviser (RIA) or other asset management firms.
Attendees should understand how risks are evaluated (uncertainty, likelihood, impact), be familiar with common risk categories, risk identification methods, inherent vs. residual risk, and the use of risk registers and basic risk scoring frameworks. This webinar assumes a non‑technical level, covering core probability and statistics concepts such as expected value, distributions, percentiles, and variability. In addition, attendees should have prior exposure to scenario analysis and familiarity with data and spreadsheets
Advance preparation is not required. There is no cost to attend this webinar.
CPE credit: One (1) hour total credit
Level: Overview
Field of study: Specialized Knowledge
A certificate of completion will be emailed to you four to six weeks after the event.
For more information regarding administrative policies such as complaint and refund policies, please email [email protected].
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.