Jeremy Winkler
Partner, Assurance Services
“Success is a team sport.” - Simon Sinek
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Dive into alternative investments with Jeremy Winkler and Houston Beasley of Moriah Real Estate Group and hear the challenges faced when launching their first fund.
The SEC recently announced that, in its fiscal year 2022, 760 enforcement actions were filed resulting in a record $6.4 billion in money ordered from SEC actions.
Under the Investment Advisers Act of 1940, the SEC proposed a rule that would bring new audit and reporting requirements as well as prohibit certain actions.
We appreciate when clients ask to meet other clients. That was the impetus for developing this virtual roundtable exclusively for our emerging manager fund clients.