Insights & News

WEBINAR
Value This! Hot Topics in Valuation for RIAs

September 27, 2017
12:00 p.m.
Content
  • Overview of the SEC's valuation requirements
  • The SEC's recent deep dive into RIA's valuation methodology and actual practices
  • Urgent valuation implications in connection with the SEC's new liquidity rule
  • Recent SEC valuation enforcement cases

Presenters

  • Nicole Kalajian, Counsel, Stradley Ronon
  • Paul Clark, Managing Director, Houlihan Capital
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