POWER OF INTELLIGENCE

Insight Center: Webinars

Fees and Expenses: Everything Is Becoming More Granular

Speakers: Steven D. Bortnick and Julia D. Corelli

2/20/2019
1:00-2:00 PM (ET) | 10:00-11:00 AM (PT)
Fees and Expenses: Everything Is Becoming More Granular

Join Steven D. Bortnick, a partner in Pepper Hamilton's Tax Practice Group and Investment Funds Industry Group, and Julia D. Corelli, a partner and co-chair of the Funds Services Group, for insights from the 2018 pfm Fees and Expenses Benchmarking Survey and more.

Key topics will include:

  • What has changed and what is the same with fees and expenses?
  • Areas of scrutiny by investors and/or regulators
  • Driving forces behind industry standardization
  • Impact of tax reform on the deductibility of fees and expenses.
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