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VideoWeaver’s 2024 Financial Services Symposium
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Navigating Change & Mastering Mega Trends
Thank you for attending Weaver’s 2024 Financial Services Symposium.
Designed for industry leaders and decision-makers to explore the critical issues shaping the future of asset management, this CPE event includes the following sessions:
Session 1: Regulatory Issues Shaping Asset Management
Session 2: Real Talk About Effective AI and Cybersecurity
Session 3: Tax Planning and Valuation Considerations: Don’t Settle on Uncertainty
Event Keynote: Economic Update with US Chamber of Commerce Chief Economist, Curtis Dubay
Session 1 | Session 2 | Session 3 | Event Keynote
Below we have provided handouts and supporting insights applicable to each session of the 2024 Financial Services Symposium
Session 1: Regulatory Issues Shaping Asset Management
Services:
Asset Management Consulting Services
Asset managers must continue to maintain effective controls and compliance and manage risk as well as build organizational strength and capacity to thrive in today’s competitive environment.
ESG Advisory Services
Environmental, Social, and Governance (ESG) considerations have become integral to success for innovative companies of all sizes. Harness the power of sustainable solutions.
Insights & Resources:
ESG in Financial Services: From Enthusiasm to Scrutiny and the Path Forward
The initial enthusiasm for ESG in financial services was met with increased scrutiny, but the underlying ESG principles continue to hold sway.
Session 2: Real Talk About Effective AI and Cybersecurity
Services:
Artificial Intelligence Solutions
Organizations are both challenged and intrigued with the impact AI can have on their operations and the next steps for navigating the implementation and use of AI tools. Implement the right AI tools to improve your bottom line.
Cybersecurity Services
People, processes, technology and data — they must work together for the most responsive, resilient cybersecurity programs. Bringing layers upon layers of protection, well-designed security frameworks and a seriously knowledgeable team to ensure you’re prepared for whatever comes your way.
Insights & Resources:
Incident Response Checklist for Executives
Executives and IT professionals alike can benefit by downloading Weaver’s Incident Response Checklist to create a plan before a security incident impacts your organization.
The Digital Transformation of Private Equity
Featured in PitchBook’s Q3 2024 U.S. Private Equity Breakdown
Private equity has traditionally relied on personal networks, hard data and analytical models. How is this landscape changing with the advent of AI and the resulting digital transformation?
Session 3: Tax Planning and Valuation: Don’t Settle on Uncertainty
Services:
Tax Services
Navigation meets preparation. Weaver can help you navigate the complex tax landscape with compliance guidance and regulatory updates.
Valuation Services
Providing high-quality financial reporting compliance support, tax planning or compliance services, merger and acquisition assistance and corporate consulting, we are skilled at hard-to-value investments, including those in the real estate industry, and know how to allocate the value of underlying assets across complex capital structures.
Insights and Resources:
Trust, Estate and Succession Planning Valuation Checklist
A closely held business owner may choose to give minority interests in their company for various reasons. Owners should be prepared to share planning goals, financial records and corporate documentation.
The Infinite Wisdom of the Supreme Court’s Connelly Decision
The Supreme Court’s decision in the Connelly case raises concerns about a valuation approach that, if applied as directed, leads to an endless valuation loop, potentially resulting in an infinite company value. Additionally, a footnote in the SCOTUS opinion may offer limited relief for taxpayers using this estate planning technique.
Session 4: Keynote Presentation
Economic Update with Curtis Dubay
Economic Update
Featured Keynote Speaker: Curtis Dubay, Chief Economist, U.S. Chamber of Commerce
As the chief economist in the Economic Policy Division at the U.S. Chamber of Commerce, Curtis Dubay tracks the condition of the economy, analyzes the impact of public policy on economic growth, and runs the Chamber’s Chief Economists Committee which helps the Chamber formulate economic policies and provides analysis to policymakers.