Insight Center: Events & Webinars

Financial Executives Alliance, 'Restoring Clarity to a Muddied Funds Landscape'

Speakers: Julia D. Corelli and Steven D. Bortnick

1:00 PM (ET)
Financial Executives Alliance, 'Restoring Clarity to a Muddied Funds Landscape'

Review the Second pfm Benchmarking Survey to Review Industry Practices with Pepper Hamilton, PEF Services and WithumSmith+Brown

Pepper, PEF Services and Withum partnered with PEI to update our 2014 fees and expenses benchmarking survey. The goal of the new survey – “Fees and Expenses 2016: A PFM Benchmarking Survey” – compares and reviews fee-related practices among fund managers. The survey highlights the challenges faced by fund managers, examining areas such as transparency, compliance, legal and administrative services, and general standard procedures. This is a turbulent topic in the industry and it would be useful to see what your peers are doing and why.

Pepper speakers will discuss the highlights of the 2016 survey, explore the differences from the 2014 survey to see how the industry has moved, consider tax implications of certain fees and expenses, and review the implications for your funds.

Steven D. Bortnick, Partner, Tax Practice Group, Pepper Hamilton LLP
Julia D. Corelli, Partner, Co-Chair of Funds Services Group, Pepper Hamilton LLP

This webinar is only for FEA members.

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