Itinerary: 8:45 –9:00 Chair’s Opening Remarks: Form PF, its Purpose and Potential Consequences PF: an enterprise risk management exercise Stated purpose Likely uses Mandate for ERM Challenges for firms Don Mumma, Managing Director, AXIOMSL 9:00 –9:45 getting Started RAuM: What is it and What isn’t it? Calculations Frequency GAAP considerations Designating a “CPFO” Resource […] Read more – ‘2012 Form PF Boot Camp at the Princeton Club on Friday, September 7, 2012’.
September 7th, 2012 The Princeton Club, New York City http://www.frallc.com/conference.aspx?ccode=B828 Topics: Determining your reporting obligations based on the types of funds you manage How much should you reveal to investors? RAUM: What it is….and isn’t Keys to effective data aggregation and storage Question 4: Do you or don’t you? Two Panel Discussions: What technology solutions […] Read more – ‘Form PF Boot camp – Sep 7th NYC’.
California Hedge Fund Association (CHFA) is organizing a webinar on Form PF. The first webinar in the series will provide an in-depth understanding of the Form PF. This webinar will answer the following questions: “What is Form PF?” “What resources do I need to complete this?” “What are the deadlines & other requirements for completion?” “What’s […] Read more – ‘California Hedge Fund Association – PF Webinar May 31, 2012’.
A Seminar Hosted Jointly by Citi, Global Risk Management Advisors, Inc., and Dechert LLP Date: May 24, 2012 Time: 8:30 AM – 10:00 AM Location: Dechert LLP New York, NY REGISTER HERE With the deadline to file Form PF quickly approaching for large private fund advisers, this seminar will focus on legal, compliance and operational […] Read more – ‘May 24, 2012 Form PF Seminar’.