Hi all,
Below are this week’s alerts for the Investment Network. Due to increasing time constraints, this will be our last Investment Network alert until further notice. We cannot wait to start seeing everyone again in person soon! Until then, best wishes. You can still follow my updates on LinkedIn. – Nicole Kalajian (formerly Kuchera)
This Issue’s Topics:
- JOB: First Trust Advisors L.P.: Deputy Chief Compliance Officer
- Client Alert: IRS Revises CFC Practice Unit Guidelines
- Client Alert: Are You Sure You Can Use the QPAM Exemption
- Client Alert: DOL Issues Guidance on 2020 Investment Advice Exemption
- 100 Women in Finance: Essential Insights on ESG
- New SEC Marketing Rule: What You Should Know – Part II
- CBA Futures & Derivatives Law Committee Meeting – Digital Assets: Recent Developments, Cases, and Regulatory Priorities
- GAIM Ops Connect NY Edition
- ACG Chicago: Family Investing Case Study: How Family Investment Teams Can Partner to Build Great Businesses
- FREE: ACG & SAP: Maximizing the Value of MA through Technology
- 6th Family Office FinTech Summit: The 2020s Toolkit for Family Offices
- ICI: General Membership Meeting (GMM) and Operations and Technology Conference (OTC)
- The Women in Law Summit Series: Driving Diversity in Law & Leadership