Anchin sets May 19 financial services forum in New York City

By AI, Created 11:22 AM UTC, May 20, 2026, /AGP/ – Anchin will host its Third Annual Financial Services Forum on May 19 in New York City, bringing together senior executives, fund managers and other industry leaders for panels on fund formation, alternative investments and tax strategy. The event spotlights how financial services firms are navigating shifting market structures and a changing tax landscape.

Why it matters: - The forum gives financial services executives a place to compare notes on fund formation, alternative investment trends and tax planning. - The panels focus on issues that affect how managers raise capital, structure funds and respond to regulatory and tax changes. - The event is designed for senior decision-makers navigating a market that is still changing fast.

What happened: - Anchin will host its Third Annual Financial Services Forum on Tuesday, May 19, at 8:00 a.m. in New York City. - The event will bring together senior executives, fund managers and financial services leaders for a morning program of discussion and industry insight. - Advance registration is required. - Registration and event details are available through the event link.

The details: - The program includes three panels focused on current industry priorities. - “Structuring Success: Operational, Legal, and Strategic Approaches to Fund Formation” will be moderated by Marina Shah, partner at Anchin. - That panel will examine credibility with investors, legal issues and structuring choices tied to long-term performance and scalable growth. - “Beyond Traditional: Key Trends Reshaping the Alternatives Market” will be moderated by David Horton, partner and assurance leader of Anchin’s Financial Services Group. - That session will cover emerging fund structures, investor optionality and liquidity, and the continued growth of SPV and series structures. - “Tax Strategy 2026: Planning Opportunities for the Financial Services Industry” will be moderated by E. George Teixeira, partner and leader of Anchin’s Financial Services Group. - The tax panel will address recent court cases, state and local tax updates, withholding tax relief and recovery services. - The forum will be held in person in New York City.

Between the lines: - Anchin is using the forum to deepen relationships with the financial services audience it serves. - The agenda suggests firms are still dealing with pressure around fund design, investor demands and tax complexity. - Bill Rapavy of Outpoint Capital Management said last year’s forum exceeded expectations in speaker quality and topic relevance, and he plans to attend again.

What’s next: - Anchin will stage the forum on May 19 and use the event to surface market views from industry professionals. - The panel discussions are likely to provide takeaways for managers planning products, capital-raising strategies and tax positions for 2026.

The bottom line: - Anchin is positioning its annual forum as a practical stop for financial services leaders who want a read on where fund structures, alternatives and tax policy are headed.