News & Press
Anchin to Host Third Annual Financial Services Forum on May 19 in New York City
Anchin, a New York–based accounting and advisory firm, will host its Third Annual Financial Services Forum on Tuesday, May 19th at 8:00 a.m. in New York City. This in‑person event will bring together senior executives, fund managers, and financial services leaders for a morning of forward-thinking dialogue and strategic insight.
Anchin designed the Financial Services Forum as a premier gathering for leaders navigating today’s market. Attendees can expect to hear perspectives on fund formation, alternative investments, and tax strategies delivered by accomplished professionals at the forefront of the industry.
This year’s program will feature three highly relevant panels addressing today’s most pressing industry issues:
Structuring Success: Operational, Legal, and Strategic Approaches to Fund Formation – Moderated by Marina Shah, Partner at Anchin, this all women‑led panel will deliver a thoughtful and practical examination of fund formation. Panelists will discuss building credibility and investor confidence, legal considerations, and strategic structuring decisions that support long‑term performance and scalable growth.
Beyond Traditional: Key Trends Reshaping the Alternatives Market – Moderated by David Horton, Partner and Assurance Leader of Anchin’s Financial Services Group, this session will explore the forces redefining alternative investments. Panelists will examine emerging fund structures, the growing emphasis on investor optionality and liquidity, and the continued rise of SPV and series structures, offering insight into what these shifts mean for managers and investors alike.
Tax Strategy 2026: Planning Opportunities for the Financial Services Industry – The day’s final panel, moderated by E. George Teixeira, Partner and Leader of Anchin’s Financial Services Group, will provide a timely update on key tax developments. Topics will include recent court cases and their tax planning implications, critical state and local tax updates, and strategies related to withholding tax relief and recovery services.
“Last year’s forum exceeded expectations, both in the quality of speakers and the relevance of the topics,” said Bill Rapavy of Outpoint Capital Management. “I’m excited to attend again and engage with this year’s lineup of speakers and industry leaders.”
The Third Annual Financial Services Forum will take place in person in New York City. Advance registration is required. To learn more and reserve your place among industry leaders, visit the link here.
