Alternatives in the Valley 2025

Thursday, May 8, 2025

DLA Piper, Deloitte, and Alter Domus for Alternatives in the Valley 2025, brought together industry professionals to share insights and connect with peers in the alternative investment space.

We discussed key issues in tax strategy, regulatory compliance, operational efficiency, and the role of technology in scaling investment firms. This year’s theme, A Question of Scale, focused on the challenges and opportunities that come with growth in private equity and venture capital.

Key topics included:

• Tax and structuring: Considerations for carried interest, SALT exposure, fund structuring, and global tax compliance
• Regulatory and compliance: How to manage SEC oversight, cybersecurity, ESG disclosures, and AML requirements in the current political climate
• Operational gains: Selecting the right operational model, fund administration strategies, the changing needs of LPs, risk management, building a strong talent pipeline, and the search for operational alpha as you scale
• Technology: Building and executing against the correct roadmap, evaluating the consistent challenge of build versus buy, and the role of AI and automation

For more information:
Please contact Lindsey Christensen with questions.