Top Reasons to Attend:

·         Get real-life stories from funds about their experiences in filing Form PF

·         Learn the nuances of calculating RAUM

·         Determine your reporting obligations—they’re not always obvious!

·         Evaluate technology solutions: should you build or buy? What’s available?

·         Discover how to treat derivatives in filling out Form PF

·         Uncover the keys to effective data aggregation and storage

·         Submit specific questions ahead of time to be answered at the conference

·         Gauge what exactly to disclose on Question 4

·         Recognize the importance of understanding netting agreements, repo agreements and broker-dealer arrangements

·         Network with your peers; discuss your challenges in filing Form PF, and uncover solutions! 

View the full agenda for more information on session content and the speaking faculty: http://www.frallc.com/pdf/B828.pdf

For more information and to register, contact Kathie Eberhard at 704-341-2439 or keberhard@frallc.com. Don’t forget to mention your 10% registration discount code: FMP143.