January 16, 2024
FRA’s one-of-a-kind event tailored for experts and marketing professionals seeking comprehensive guidance on RFP and due diligence practices will return March 26-27 at the Harvard Club of New York City.
October 16, 2023
FRA’s annual event will return December 6-7 in Miami with the latest updates and best practices on effective tax and accounting strategies. In addition to a keynote address and ample networking opportunities, this year’s agenda features panel sessions between industry specialists and thought leaders who will discuss the most pressing topics in the industry. Here’s your inside look at their areas of focus.
February 13, 2023
The annual event will take place at the Harvard Club of New York City on April 3-4.
February 01, 2023
The annual event will return March 20-21 at the Harvard Club of New York City with an agenda filled with regulation updates and fresh recruitment and retention strategies needed to stay competitive in today’s environment.
October 19, 2022
The live-streaming virtual event will be held December 5-6. Here’s an inside look at what FRA has planned so far.
March 17, 2022
This event will return April 7-8 live in New York City and will explore new opportunities in sub-advisory, top selling mandates here and abroad, compliance and due diligence, asset allocation models, and best-in-class client servicing.
March 03, 2022
The 7th annual event will take place March 28-29 live in New York City , featuring two days filled with comprehensive guidance on RFP and due diligence best practices, strategies to unite RFP and client services teams to advance operations, and a deep dive into how to excel in a drastically competitive landscape.
October 07, 2021
This year’s event, held at the InterContinental in New York City November 16-17, will spotlight President Joe Biden’s tax proposals and the effective tax accounting strategies to stay ahead of potential costly regulatory changes.
September 10, 2021
Year after year, industry veterans and those new to the space convene for the industry’s leading event in sub-advised and multi-managed funds to stay current on the latest opportunities, trends, and strategies. An essential topic at this year’s event: New and rising vehicle structures and product types. Ahead of next month’s event, FRA spoke with industry experts who will lead the timely conversation.
July 28, 2021
For the second year, FRA and RISE will join forces to produce a live-streaming virtual event August 24-25 to connect health care service providers, the investment community, and leaders in the health care industry to cultivate the business partnerships needed to foster change and achieve positive financial returns. Ahead of this year’s event, Alison Rein, vice president, health and human services, Quantified Ventures, who is a presenter at this year’s summit, shared with FRA an inside look at how the outcomes-based capital firm connects organizations with innovative program models in need of capital with the right investors.
April 07, 2021
The annual conference will return as a live-streamed virtual event on April 20-21 to connect allocators, asset managers, wholesalers, and distributors from banks, brokerage firms, insurance companies, mutual funds, and liquid alternative funds with more than 40 industry leaders comprised of the brightest managers, research specialists, and key decision-makers.
February 05, 2021
The live-streaming virtual event on April 13-14 will feature more than 25 industry experts who will share strategies and insights on RFP team development and management, technology solutions, client services, and ESG and diversity and inclusion. Here’s an inside look at the 2021 agenda.
October 07, 2020
Anyone who has worked on a team project knows how it feels when your team is collaborating well (or poorly). But what does good collaboration mean? And, more importantly, how do we achieve it?
August 06, 2020
The annual summit will return as a virtual live streamed event on September 14-15 to provide timely updates on market trends, data, and innovative strategies critical to industry veterans and those new to the space.
July 28, 2020
FRA and RISE will join forces for the first time in a premier virtual event August 19-20 to bring together investors, health plans, and community-based organizations (CBOs) to discuss how to couple improved health outcomes with positive financial return.
July 08, 2020
The Financial Crimes Enforcement Network (FinCEN) has issued an advisory on the types of coronavirus-related scams and schemes that financial institutions should be on alert for and how and where to report such activity.
May 13, 2020
Like many other regulatory agencies during the last two months, the Securities and Exchange Commission has shifted a large degree of its focus to rooting out fraud and misconduct related to the coronavirus pandemic. But that doesn’t mean other offenders are off the hook.
May 06, 2020
Attendees can participate in the industry’s most complete and concise tax event for private equity and hedge funds from the comfort and safety of their home offices.
April 22, 2020
For the first time, FRA will offer live events virtually so there is no need for attendees, speakers, sponsors, and staff to travel. The 29th Sub-Advised Funds Forum and 5th Annual Mastering Client Services and RFPs for Institutional Investors will now come straight to your home office.
April 07, 2020
Two federal agencies that oversee Bank Secrecy Act (BSA) requirements have notified financial institutions they will agree to “reasonable delays” in the filing of required reports if institutions can show the delays are necessary due to the coronavirus pandemic.
March 31, 2020
Washington’s wrangling over an emergency coronavirus economic stimulus package, the largest in U.S. history, came to fruition last week with both Main Street and Wall Street getting some form of relief.
March 27, 2020
The Financial Accounting Standards Board’s controversial standard on credit losses was dealt two significant blows Friday as the U.S. government scrambles to respond to the financial impact of the escalating coronavirus pandemic.
March 27, 2020
The Securities and Exchange Commission’s Division of Corporation Finance on Wednesday published new guidance to provide clarity regarding its view on disclosure and other securities law obligations during the escalating coronavirus pandemic.
March 24, 2020
All organizations are navigating in uncharted waters in response to the coronavirus pandemic. We’ve rounded up tips to help you communicate with your employees and customers during these unprecedented times.
March 23, 2020
Publicly traded companies have begun taking advantage of a 45-day extension for filing certain financial reports to the Securities and Exchange Commission (SEC).
March 16, 2020
The potential for the coronavirus (COVID-19) outbreak to lead to a global recession topped the list of concerns among finance leaders based in the United States and Mexico, according to a new survey released Monday by PwC. Other top concerns include decreased consumer confidence and the potential adverse impact on financial operations and workforce productivity.
January 21, 2020
Find out why RFP, client services, and marketing professionals return year after year to FRA’s Mastering Client Services and RFPs for Institutional Investors conference. This year’s event will take place in New York City on March 26-27.
June 12, 2019
This is a session you don't want to miss!
May 09, 2019
The two-day conference will head to Boston on September 16-17 to focus on strategies to optimize returns in sub-advised and multi-managed funds in the U.S., European, and Canadian markets.
April 18, 2019
It’s been more than a year since the Republican-led Congress passed the Tax Cuts and Jobs Act (TCJA), the most significant piece of tax legislation in several decades. But there are still holes in the law, which became clear this tax season in the absence of guidance, according to E. George Teixeira, partner in Anchin’s financial services practice. In this article, we talked to Teixeira about the impact of the TCJA and why he believes it’s vital for tax and accounting professionals to attend this year’s Private Investment Funds Tax & Accounting Master Class.
March 22, 2019
Last year was a tough one for the equity and bond market overall. Except for funds that use environmental, social, and governance (ESG) considerations as a meaningful part of the fund’s strategy. In this article, FRA talks to three of the scheduled speakers at the Sub-Advised Funds Forum in April about ESG strategies, the factors driving the interest in these investments, and what the future holds for them.