2025 Alternative Investments Conference

On Dec. 10, join our asset management specialists for the 2025 Alternative Investments Conference, a legacy Moss Adams virtual event that is now being proudly continued by Baker Tilly. This conference will feature leading industry professionals who will address important strategies to help you stay ahead of upcoming accounting, regulatory and tax changes. It will include the latest developments related to alternative investments, SEC updates, Qualified Small Business Stock (QSBS) insights, One Big Beautiful Bill Act updates and much more. You’ll even hear from leaders in the fields of aerospace and defense, artificial intelligence (AI) and financial technology (fintech). Full agenda details are below.  

Who should attend

Chief financial officers, chief risk officers, chief compliance officers, chief technology officers, general and operating partners, investor relations and leadership roles in HR, legal and tax at a registered investment adviser (RIA) 

Agenda (all times in Eastern Standard Time): 

12-12:05 p.m. - Welcome 

12:05-1 p.m. - Keynote presentation  

Speaker: Dennis Kelleher, Cofounder; President; CEO, Better Markets 

1-2 p.m. - Aerospace and defense panel  

Speakers:

Dylan Peters, Senior Manager, Baker Tilly 

Philip Scully, Cofounder and Managing Partner, Balerion Space 

Hannah Huffman, Vice President, NightDragon 

2-2:05 p.m. - Break 

2:05-3:05 p.m. - SEC updates and regulations 

Speaker: Emilie Abate, Managing Director, Iron Road Partners 

3:05-3:25 p.m. - Break 

3:25-4:25 p.m. - AI, accounting and finance panel