October 21, 2020 @ 2:00 pm – 3:00 pm
Join our panel of experienced industry leaders as we discuss key valuation practices for Registered Investment Companies. From understanding proposed Rule 2a-5 to evaluating policies and procedures, as well as exploring how industry professionals are navigating the volatile markets, this webinar will help attendees gain understanding of valuation in today’s regulatory environment.
- Perspectives from compliance, accounting, and valuation experts
- Valuation Overview, including Rule 2a-5, accounting guidance, and methodologies
- Best Practices
- Issues and Challenges, including market volatility, level-3 assets, and working with pricing vendors
Brian Privor, Chief Regulatory Officer, Ultimus Fund Solutions
Martin Dean, Senior Vice President, Ultimus Fund Solutions
Erik Olson, Managing Director, ACA
Lori Novak, Partner, Cohen & Co.
Paul Clark, Managing Director, Houlihan Capital
Interested in attending? Contact your Ultimus Relationship Manager or Business Development Representative for information on registering. New to Ultimus? Contact email@example.com for more information.