David is an Assurance Principal of the Financial Services Group in New York and has over 25 years of experience in the asset management industry. He has a strong track record providing assurance services to broker-dealers, investment partnerships, registered funds and investment advisors. He also has broad-based experience consulting with investment funds on entity structuring, and he provides ongoing advice throughout the business and economic cycles on operational matters. His investment fund… Show more David is an Assurance Principal of the Financial Services Group in New York and has over 25 years of experience in the asset management industry. He has a strong track record providing assurance services to broker-dealers, investment partnerships, registered funds and investment advisors. He also has broad-based experience consulting with investment funds on entity structuring, and he provides ongoing advice throughout the business and economic cycles on operational matters. His investment fund clients include funds and commodity pools covering a range of strategies, as well as domestic partnerships and offshore corporations of various structures (master-feeder, parallel funds, mini-master). David has extensive experience with Security and Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC) and Cayman Islands Monetary Authority (CIMA) filing requirements and other asset management industry matters.David has been a guest speaker at industry conferences and is an instructor for BDO’s Continuing Professional Education Programs. Prior to joining BDO, David spent 15 years in the Financial Services Group at a Big Four firm specializing in asset management. Expertise summary -Investment Advisors-Broker Dealers-Hedge Funds-Offshore Funds-Fund of Funds-Regulated Funds-Private Equity Funds-Commodity PoolsProfessional Affiliations -American Institute of Certified Public AccountantsBDO’s Asset Management Practice guides clients through complex regulatory environments, helping them mitigate risk and elevate operational efficiency through our dedicated assurance, tax and advisory services. Our experienced industry professionals offer comprehensive, integrated solutions, delivering insight into the interaction of the many components of our clients’ businesses. Providing proactive guidance and value-added services to clients, including comprehensive compliance and litigation support services. Show less