2023 Virtual Annual Investment Industry Update

Wednesday, January 18, 2023
1:00 PM – 3:30 PM EST

Agenda items included:

  • GIPS update
  • SEC Marketing Rule panel discussion
  • Compliance update
  • Fair value guidance
  • Valuation drivers in an investment firm
  • Tax update

Click here to download the slides from the presentation.

Watch the videos from the presentation: