Investor Due Diligence and Recent Tax Proposals Impacting Investment Advisers
Part of the Operational Risk Breakfast Club's Quarterly Series
Date/Time
September 22, 2009 8:30AM–10:30AM
Description
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
Speakers:
- Christopher Lombardy, Kinetic Partners US LLP
- Richard Schaul-Yoder, Partner, Foley Hoag LLP