Investor Due Diligence and Recent Tax Proposals Impacting Investment Advisers

Part of the Operational Risk Breakfast Club's Quarterly Series


Foley Hoag LLP

Seaport West
155 Seaport Boulevard
Boston, MA 02210-2600

Directions »


September 22, 2009 8:30AM–10:30AM


Sponsored by Foley Hoag LLP and Kinetic Partners 

The Operational Risk Breakfast Club provides the opportunity for senior investment management professionals to mix informally and gain advantages by gathering insights and information regarding key developments in the industry. These meetings occur on a quarterly basis.

Topics to be discussed:

  • Investor due diligence and what it involves <
  • Recent tax proposals impacting investment advisers


  • Christopher Lombardy, Kinetic Partners US LLP
  • Richard Schaul-Yoder, Partner, Foley Hoag LLP