Events

Current webcasts and replays

  • AIFMD: How does this impact US investment advisers? - February 11, 2013
    The Alternative Investment Fund Managers Directive (AIFMD) is coming. Any asset managers raising capital in Europe, managing European non-UCITS funds, or managing funds from Europe will be affected. Some asset managers may need to make significant changes to their structures and operations in order to comply with its provisions or to structure out to mitigate possible impacts.

    During the webcast, Mike Greenstein, Lori Richards, James Greig, Betsy Thedford and Mary Bruen provided an overview on:
    • AIFMD timeline and probable implementation schedule
    • Impact on US asset managers
    • What asset managers should be doing now
  • Implications of net investment income tax to asset managers, January 31, 2013
    The Healthcare and Education Reconciliation Act of 2010 passed a 3.8% tax on Net Investment Income, effective January 1, 2013. Although this new tax is applied at the individual level, partners will require a thorough analysis of their "net investment income" from pass-through entities. The webcast provided an overview of the recently issued proposed IRS regulations and address the following issues pertinent to the asset management industry:
    • Fundamental analysis of what activities are subject to the new tax and which components of taxable income constitute net investment income
    • Impact on commonly seen structures in the asset management industry
    • Restructuring considerations in light of the NII tax and respective federal and state tax implications
    • Current and potential future legislation considerations that could impact the application of the tax
  • Tax audits in the alternative investments industry -- October 18, 2012
    As a result of fiscal and regulatory pressure, the IRS as well as state, local and foreign governments are pursuing the asset management industry with increased focus and vigor. Often managing the audit process can be as challenging as managing the technical issues themselves. During the webcast, PwC subject matter specialists offered insight and guidance on the following topics:
    • Overview of the current audit environment
    • Discussion of common industry issues raised on audit
    • Best practices to be prepared for an audit
    • Managing the audit process and current settlement trends

  • Current trends in asset management mergers and acquisitions -- October 8, 2012
    The asset management market continues to develop and evolve into a significant global sector. Companies from highly developed markets such as the US and certain European countries are looking to enter developing countries such as China, India and Brazil. On the other hand, investors from these emerging markets are looking to enter the developed countries by taking advantage of dislocations in these markets in the aftermath of the financial crisis.

    This webcast covered recent trends in asset management M&A in the US, Europe, South America and Asia Pacific, and highlight the opportunities presented in some of the faster growing developing countries.

  • The Pulse of the Commercial Real Estate Industry, October 3, 2012
    During the webcast, Mitchell Roschelle, Aran Ryan, Charles DiRocco, Susan Smith and Amy Olsen offered highlights and analysis from the following PwC publications and research:
    • PwC Real Estate Investor Survey - Third quarter 2012
    • PwC Hospitality Directions US - Current insights on the US lodging sector
    • PwC real estate barometer and transaction trends

  • Fund of funds tax considerations: Managing investor and regulatory demands, June 25, 2012
    During the webcast, PwC subject matter specialists offered insight and guidance on the following topics:
    • Meeting increased investor and regulatory demands
    • Best practices for consistent processes and data management
    • Use of estimates
    • Fund level versus flow-through investment tax considerations
    • State & local, international and individual tax considerations
    • Managing withholding and information reporting obligations
    • Financial statement tax considerations
    • Other related tax topics

  • Asset Management webcast: Highlights from the 2011 Rewards and Talent Management Survey
    2011 proved a challenging year for the asset management industry with volatile markets, minimal M&A activity, and increased scrutiny around compensation continuing to pressure asset managers. Growing human capital in this low-growth environment has become the critical challenge for many HR leaders.

    This 60-minute webcast discusses the findings from PwC's 2011 Asset Management Reward and Talent Management survey, a survey designed to provide human resource and business leaders an industry-wide view of the emerging trends and best practices in the talent acquisition and retention arena. On this webcast, subject matter specialists will discuss the key survey results in the areas of:
    • Compensation design and pay levels (i.e., compensation ratios)
    • Talent management
    • Regulatory requirements (including an update on Dodd-Frank's compensation rules (Section 956)
    Target audience: Finance and HR professionals in the asset management industry.

    CPE: Please note no CPE credits will be offered for the replay; one credit was offered to live participants.

  • Contract Renewal Time: What the 15(c) Process Means to Mutual Fund Directors Today
    Recent court decisions, increased regulatory scrutiny, and the growing complexity of business models have significantly impacted the mutual fund business in recent years, spurring a ramp up in governance oversight challenges and responsibilities for both fund directors and firm executives. Many of these new — and often more onerous — challenges lie in the 15(c) process. During the webcast, a panel of leading industry executives and advisors spoke, including:
    • Dorothy Berry, Independent Chairman, Professionally Managed Portfolios; Independent Director, PNC Funds; Chairman, IDC Governing Council
    • John M. Griffin, Partner, PwC
    • Robert A. Skinner, Partner, Ropes & Gray
    • J.S. Wynant, CFO, Fidelity Management & Research Company
    • (Moderator) Hillary Jackson, Managing Editor, Fund Director Intelligence

  • Asset Management webcast: The impact of new CFTC registration requirements on Asset Managers
    The Commodity Futures Trading Commission has recently adopted new guidelines requiring many advisers to private funds and investment companies to register with the CFTC. During this webcast, Lori Richards, Sam Telzer, Meghan Carey, and William Penner addressed the following questions:
    • What do the new rules require?
    • Who will have to register, and what will that mean for these firms?
    • How will investment companies already registered with the SEC be impacted?
    • What are the new reporting obligations?

    Target audience: Chief compliance and regulatory officers, directors of compliance, chief financial officers, controllers, chief operating officers, general counsels, and those with responsibility over risk within the asset management industry.

    CPE: Please note no CPE credits will be offered for the replay.

  • Q1 Real Estate Webcast - April 3, 2012
    Who should listen:
    Real estate market participants - including investors, managers, advisors, lenders and operators.
    • PwC Real Estate Investor Survey - First quarter 2012
    • PwC Hospitality Directions US - Current insights on the US lodging sector
    • PwC real estate barometer