2021 Virtual Annual Investment Industry Update

Wednesday, November 17, 2021
9:00 AM – 11:30 AM

Agenda items included:

  • GIPS update – what’s new since the implementation of GIPS 2020?
  • SEC marketing vs. GIPS
  • SEC and regulatory update
  • Tax update, including the latest on the Biden tax proposals
  • Trends in operational due diligence

Click here to download the slides from the presentation.

Watch the videos from the webinar: