The Use of Social Media by Investment Advisers and the New Form PF

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:

• Recommended policies and procedures for the use of Social Media by Investment Advisers and their employees
• The recent survey by the Massachusetts Securities Division on the use of Social Media by Investment Advisers
• The new Form PF

Speakers:

• Kevin Duffy, Kinetic Partners
• Meredith Haviland, Foley Hoag LLP