POWER OF INTELLIGENCE

Insight Center: Events

Demanding More Transparency From Funds

Speakers: Thomas Angell, Anne Anquillare and Julia D. Corelli

1/08/2019
6:00 - 8:00 PM (ET)
Demanding More Transparency From Funds

Agenda
6:00 - 6:30 PM | Registration
6:30 - 7:30 PM | Program
7:30 - 8:00 PM | Cocktails and Networking

Join us to discuss the results of the 2018 pfm Fees and Expenses Benchmarking Survey, produced in partnership with Pepper Hamilton LLP, PEF Services and WithumSmith+Brown.

The purpose of the survey is to serve as a biennial comparison and review of fee-related practices among fund managers. In this year’s survey, one of the most significant themes reveals that general partners are becoming more selective in what they charge to the fund, partly due to the intense emphasis placed on fulsome disclosures of fees and expenses by the SEC. The responses in the report shed light on the increased pressure to take a more transparent approach to fees and expenses policies. How are your practices compared to your peers in the industry?

Our panel were the drivers of the survey for their respective firms and will offer insights on what they are seeing in the industry and offer views on the best paths forward. There will also be plenty of networking time to discuss these issues with your peers.

Speakers
Thomas Angell, Partner, Withum
Anne Anquillare, Chief Executive Officer & President, PEF Services
Julia D. Corelli, Partner and Co-Chair of the Funds Services Group, Pepper Hamilton LLP

Location

Pepper Hamilton LLP
3000 Two Logan Square
Eighteenth and Arch Streets
Philadelphia, PA 19103

Event Documents

Demanding More Transparency From Funds Presentation Slides (.pdf)

Registration

There is no cost to attend.

Contact Kim MacAlister at macalisterk@pepperlaw.com or 215.981.4249 with any questions.

Additional Information

Other Dates
January 10 – New York, NY

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