Finance

Finance

10 hot-button topics at the Private Investment Fund Tax & Accounting Forum

The live-streaming virtual event will return December 10-11. Here’s an inside look at what FRA has planned for the industry’s most complete and concise tax event for both private equity and hedge funds.

Finance

FRA recommended reading: How in-person conferences can rejuvenate and inspire

We love this New York Times Magazine essay by Julia Cho about why attending conferences can be more powerful than a vacation. The time away, she says, offers the perfect blend of learning, social interaction, and reflection.

Finance

3 themes to expect at the Mastering Client Services and RFPs for Institutional Services

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.

Finance

11 panel discussions at the Private Investment Fund Tax & Accounting Forum

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.

Finance

The 34th Sub-Advised Funds Forum: A spotlight on speakers and sessions taking the stage

The annual event will take place at the Harvard Club of New York City on April 3-4.

Finance

3 key content themes at the upcoming Mastering Client Services and RFPs for Institutional Investors

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.

Finance

Conference preview: FRA’s Private Investment Fund Tax & Accounting Forum

The live-streaming virtual event will be held December 5-6. Here’s an inside look at what FRA has planned so far.

Finance

A preview of FRA’s 33rd Sub-Advised Funds Forum: 5 planned sessions

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.

Finance

5 can’t-miss features at FRA’s Mastering Client Services and RFPs for Institutional Investors

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.

Finance

Plan for the potential tax hike at FRA’s Private Investment Fund Tax & Accounting Forum

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.

Finance

FRA’s 32nd Sub-Advised Funds Forum to offer an in-depth look at new vehicle structures and products to succeed in the sub-advisory space

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.

Finance

The 2021 Health Care Investing Summit: A tailored experience to unite investors and emerging solution providers

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.

Finance

FRA’s 31st Sub-Advised Funds Forum: A deep-dive into the latest opportunities, trends in sub-advised and multi-managed funds

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.

Finance

FRA’s Mastering Client Services and RFPs for Institutional Investors: A virtual event to excel in a drastically competitive landscape

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.

Finance

3 Ways to Help Your Global Team Thrive

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?

Finance

FRA’s 30th Sub-Advised Funds Forum: Speaker lineup, session previews, and new conference features

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.

Finance

Health Care Impact Investing Summit: A first look at the topics and speakers featured at the inaugural live streaming event

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.

Finance

FinCEN issues advisory on coronavirus-related financial scams

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.

Finance

SEC: Enforcement efforts still extend beyond coronavirus

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.

Finance

FRA’s Private Investment Fund Tax Master Class is now a virtual event

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.

Finance

FRA conferences go virtual: Prepare for a brand-new event experience this spring

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.

Finance

FinCEN, OCC offer BSA compliance relief amid pandemic

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.

Finance

Comparing the coronavirus stimulus package to 2008 relief

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.

Finance

CECL delayed amid U.S. government’s coronavirus response

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.

Finance

SEC provides new coronavirus disclosure guidance

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.

Finance

The coronavirus crisis: 3 communication tips for businesses

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.

Finance

Coronavirus begins disrupting public companies’ financial reporting

Publicly traded companies have begun taking advantage of a 45-day extension for filing certain financial reports to the Securities and Exchange Commission (SEC).

Finance

PwC survey: Finance leaders worried about global recession

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.

Finance

Top 5 reasons to attend FRA’s Mastering Client Services and RFPs for Institutional Investors conference

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.

Finance

New roundtable speed networking session at 2019 Sub-Advised Funds Forum

This is a session you don't want to miss!

Finance

Back by popular demand: FRA to host another Sub-Advised Funds Forum in 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.

Finance

E. George Teixeira on the Tax Cuts and Jobs Act and why you don’t want to miss this year’s Private Investment Funds Tax & Accounting Master Class

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.

Finance

Sub-Advised Funds Forum: What you need to know about the growing demand for ESG investments

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.