Form PF Boot Camp
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!
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer. For more information, and to view the conference brochure click here or contact Kathie Eberhard at 704-341-2439
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