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Investment Management

Special Edition Webcasts

April 24

DFA Case Decision: Potential Impacts for U.S. and Canadian Investment Funds
2:00 PM ET (18:00 GMT)
On April 10, 2014, the European Court of Justice ruled on the Emerging Markets Series of DFA Investment Trust Company case (C-190/12). What are the consequences for U.S. and Canadian investment funds when they have invested in European equities and incurred withholding tax on European Union (EU) sourced dividend income? Explore next steps U.S. and Canadian investment funds may consider regarding EU market tax claims as a result of the court decision.
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Upcoming Webcasts

April 29

Fraud Prevention: Do You Have the Right Controls in Place?
2:00 PM ET (18:00 GMT)
Fraud prevention is at the top of the agenda for investment managers. With recent U.S. SEC activities, how can investment managers prioritize efforts to develop a strong culture of anti-fraud programs and controls? Learn ways investment managers can bolster their anti-fraud programs.
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May 15

Survival of the Fittest - Where and How Fund Managers are Creating Organizational Optimization
2:00 PM ET (18:00 GMT)
Limited top-line growth and operational cost creep have many alternative investment managers grappling for productivity gains. How can you deal with rising compliance costs, institutional investor demand for customized service levels, and challenging alpha generation? Explore how fund managers can optimize their organization through effective management of talent, technology, and risk management practices.
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Related Series

Banking & Securities
Financial Services
Private Equity, Hedge Funds & Mutual Funds
Real Estate

Archived Webcasts

Webcasts are archived for 180 days after the live broadcast. CPE Credit is not available for viewing archived programs.

Tax Administration for Global Investment Managers: Priorities and Practices
March 05, 2014

2014 Investment Management Outlook: Adjusting for Growth in a Fast-Changing Environment
January 14, 2014

U.S. Withholding Tax on Equity Derivatives: Addressing Evolving Regulations under Section 871(m)
January 06, 2014

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