The Use of Social Media by Investment Advisers and the New Form PF

Part of the Operational Risk Breakfast Club's Quarterly Series

Location

Foley Hoag LLP

Seaport West
155 Seaport Boulevard
Boston, MA 02210-2600

Directions »

Date/Time

September 16, 2011 8:30AM–10:00AM

Description

Sponsored by Foley Hoag LLP and Kinetic Partners 

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. These meetings occur on a quarterly basis.

Topics to be discussed:

  • Recommended policies and procedures for the use of Social Media by Investment Advisers and their employees
  • The recent survey by the Massachusetts Securities Division on the use of Social Media by Investment Advisers
  • The new Form PF

Speakers: