Start date and time
August 15, 2013 2:00 PM
End date and time
August 15, 2013 3:00 PM
(GMT-05:00) Eastern Time (US & Canada)
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Host: Peter Poulin, Principal - Deloitte & Touche LLP
1 Intermediate CPE Credit: Specialized Knowledge & Applications
Competition for assets is intensifying among traditional and non-traditional asset managers, accelerating product convergence between hedge funds, private equity funds, and mutual funds. What marketplace opportunities and operational challenges do firms face when bringing non-traditional investment strategies to the retail mutual fund market? We'll discuss:
Operational and reporting challenges as alternative asset managers seek new distribution channels and traditional asset managers search for enhanced returns.
Complexities of sales, marketing, and distribution.
Recognizing and addressing tax, regulatory, and compliance pitfalls.
Gain insights on how successful asset managers are navigating product convergence and explore potential risks and opportunities for all players.
Please note: CPE Credit is not available for viewing archived programs.
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