February 24, 2016
Speaker: Karyn Vincent, Managing Partner, ACA Performance Services
Speaker: Ann Putallaz, Principal, AFP Consulting
Webcast Discussion Includes:
- Which pooled funds are within the scope of the guidance?
- Who is a prospective pooled fund investor?
- What are the required items to present?
- Where must the required items be included?
- What are net/net returns, how are they calculated, and when must they be presented?
- Is a compliant presentation required to be provided to prospective pooled fund investors?