Wednesday, November 8, 2023
Registration: 1:00pm – 1:30pm EST
Seminar: 1:30pm – 4:00pm EST
Cocktail reception: 4:00pm – 5:00pm EST
Green Valley Country Club | 201 Ridge Pike | Lafayette Hill, PA
Kreischer Miller hosted a valuable interactive discussion on the key changes involved with GIPS 2020, performance reporting, SEC compliance, and accounting and tax issues. This was led by our investment industry experts as well as leading legal, compliance, and investment management thought leaders.
Seminar Topics:
- The latest on the GIPS Standards, including new guidance, tools, and resources as well as a look ahead to future projects
- Panel discussions on the most impactful recent regulatory developments, including the SEC’s Marketing rule, the new Private Fund Adviser rules, and the Safeguarding rule
- The keys to effective Operational Due Diligence
- Current tax developments that impact the investment industry
Presenters:
- Todd Crouthamel, Director-in-Charge, Kreischer Miller
- Craig Evans, Director, Kreischer Miller
- Jennifer Kreischer, Director, Kreischer Miller
- Thomas Peters, Director, Kreischer Miller
- Richard Nelson, Director, Kreischer Miller
- Brian Emerson, Manager, Kreischer Miller
- Ashley Jiang, Manager, Kreischer Miller
- Michael Beck, Vice President, Glenmede Trust
- John Canning, Director, Chenery Compliance Group
- Richard Chen, Managing Partner, Brightstar Law Group
- Sofia Rosala, General Counsel and Chief Compliance Officer, Copeland Capital Management, LLC
Click here to download the slides from the presentation.