What You Need to Know About FATCA Compliance, and the Latest SEC and Massachusetts Guidance on the Use of Social Media by Investment Advisers

Part of the Operational Risk Breakfast Club's Quarterly Series

WHEN

  • April 4, 2012 8:30 AM - 10:00 AM

WHERE

  • Foley Hoag LLP (Boston Office)
  • Seaport West
  • 155 Seaport Boulevard
  • Boston, MA 02210-2600
  • Map

DESCRIPTION

The Operational Risk Breakfast Club provides the opportunity for senior investment management professionals to mix informally and gain advantages by gathering insights and information regarding key developments in the industry.

We hope you will join us on April 4 for a discussion on "What You Need to Know About FATCA Compliance, and the Latest SEC and Massachusetts Guidance on the Use of Social Media by Investment Advisers."

Speakers:

Don Babbitt, Kinetic Partners
Kip Cawley, Foley Hoag LLP
Terence Coppinger, Deloitte Tax LLP


Presentations:

FATCA Compliance for Investment Managers (.PDF)
Social Media Use by Investment Advisors (.PDF)