What You Need to Know About FATCA Compliance

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:

• What You Need to Know About FATCA Compliance 
• Latest SEC and Massachusetts Guidance on the Use of Social Media by Investment Advisers

Speakers:

• Don Babbitt, Kinetic Partners
• Kip Cawley, Foley Hoag LLP
• Terence Coppinger, Deloitte Tax LLP

Presentations:

• FATCA Compliance for Investment Managers (.pdf) 
• Social Media Use by Investment Advisors (.pdf)