PwC webcasts available for registration and replay

PwC's webcasts offer a wide range of topics and are designed to keep you informed about emerging issues and current developments impacting your business. Please use the navigation tab to view upcoming webcasts and recent webcasts that are available for replay for professionals in the traditional investments, alternative investments and real estate industries.

Live webcasts typically offer continuing professional education (CPE) credits, and we post archived versions for those who can’t make the live event. If you have any questions concerning CPE, you can find answers here to frequently asked questions concerning CPE webcast participation.

 

Exchange Traded Funds: A Roadmap to Growth
December 15, 2015

This webcast explores key trends and predictions for Exchange Traded Funds (ETFs), including reviewing the results of PwC’s 2015 ETF survey.  Our panelists also shared insights on ETF strategy, as well as the impact taxes, regulations and digital technology on ETFs.

During the webcast, our panelists addressed the following:

  • Key drivers and potential obstacles for ETF growth
  • The impact of regulations and taxes on ETF product development and global expansion
  • Success factors and challenges for ETFs
  • How digital technology and innovation is changing the ETF landscape
     

Current Developments for Mutual Fund Directors
November 18, 2015

This webcast discussed current developments and areas of focus for mutual fund directors. A panel of PwC industry experts addressed the following: 

  • Current developments in the 15(c) contract renewal process
  • The board’s role in the discussion on cybersecurity
  • Emerging hot topics in risk management
     

Global ETF Hot Topics
July 22, 2015

This webcast highlights the key market developments with respect to Exchange Traded Funds (ETFs), as well as the most current and impactful developments effecting the ETF industry.

Topics covered include:

  • What must be considered when cross-listing ETFs;
  • What technology means for ETFs;
  • Distribution strategies for ETFs;
  • Notable recent developments in Europe and Asia in the last 6 months; and
  • The latest regulatory developments and impact of proposed fiduciary standards on ETFs.
     

Asset management M&A insights: In pursuit of growth
May 13, 2015

After years of waiting, 2014 was the year when deal values recovered thanks to multiple mega deals that were completed during the year. These “mega deals” with values greater than a billion dollars, boosted the industry’s deal value to its highest levels since 2009.

During this webcast, Sam Yildirim, US Asset Management Deals Leader, joined by other PwC Partners and deal practitioners in the asset management sector, covered the following topics:

  • Key themes driving M&A activity in the US
  • Recent valuation trends
  • How to position your business for a sale
  • How to reduce the acquisition risk
  • Opportunities in this market
     

First set of reports released on Base Erosion and Profit Shifting - impact on the asset management industry
Monday, September 22, 2014

The OECD released a number of the BEPS reports on September 16, 2014. It is proposed that these reports will be signed off by the G20, without change, on September 20/21, 2014. These reports may have significant implications for your business and for the Asset Management industry. In particular, the following papers are likely to be directly relevant:

  • Treaty Abuse (action point 6)
  • Hybrid Mismatches (action point 2)
  • Country by country reporting and transfer pricing documentation (action point 13)
     

Leveraging data to redesign, redefine and redeploy tax to be a strategic business asset
June 18, 2014

Data is quickly becoming the new business currency. More and more asset managers are implementing technologies to improve their reporting process and provide better access to data. Leveraging data is allowing tax functions and key stakeholders to reveal opportunities for an organization to improve its tax strategy and overall responsiveness to their investors.

This webcast will include a timely discussion focused on how leading asset managers are leveraging tax data and analytics to enable better decisions and positively impact investor reporting.

Audience: Leaders in the asset management industry involved in investor, financial and or tax reporting.
 

Current regulatory developments: What directors need to know
June 4, 2014

Keeping abreast of recent regulatory developments and areas of focus can be challenging for directors. Our panel will discuss the current regulatory environment including; Securities and Exchange Commission (SEC) Office of Compliance Inspections and Examinations (OCIE) national exam priorities and enforcement developments – including cybersecurity and intermediary oversight; expectations regarding asset manager risk monitoring and stress testing; potential future regulatory initiatives (as outlined by the SEC staff) such as variable annuity disclosures; target date funds; and money market funds; and the expectations of regulators regarding the oversight role of the board.

Who should attend: Asset management directors (serving as fiduciaries of mutual funds and/or investment management firms) as well as executives that interact with the board regarding the directors’ oversight responsibilities.
 

Why ETFs are a Strategic Imperative for Every Asset Manager
December 12, 2013

A panel of PwC experts discuss key trends and predictions for Exchange Traded Funds (ETFs) - one of the most significant financial innovations in many years. ETFs continue to grow at remarkable rates in the United States, Europe and Asia Pacific, which make them an important strategic consideration for all asset managers. Regardless of whether ETFs are part of your product offering, the potential disruptive impact of ETFs means every asset manager needs to be primed and conversant in the ETF market.

Topics covered:

  • Active ETFs and non-transparent active ETFs – potential for growth and implications for the asset management industry
  • Forthcoming significant changes in the European market and implications for ETFs
  • The Financial Transaction Tax impact on ETFs
  • Trends and opportunities in Asian ETF distribution

Audience: Chief compliance officers, chief financial officers, chief operating officers, chief risk officers, trustees, general counsel and service organizations in the asset management industry. Chief compliance officers, chief financial officers, chief operating officers, chief risk officers, trustees, general counsel and service organizations in the asset management industry.
 

Trends in Mutual Fund Distribution: What Directors Need to Know
November 20, 2013

As mutual fund distribution models become more complex and diverse, oversight activities are challenging for board members. The pace of change regarding distribution channels, products and sales and cross-border activities in this area is rapid and board members have a fiduciary obligation to stay informed on current activities and to evaluate the activities of the advisor in light of rapidly changing investment trends. In addition, many asset managers are placing greater reliance on third-party financial intermediaries to distribute their products, often prompting substantial changes in existing operations. All of these factors make the board’s oversight role challenging. Our panel will discuss current distribution trends and developments, the regulatory environment, including areas of focus and finally what directors can do regarding oversight.

Audience: Asset management directors (serving as fiduciaries of mutual funds and/or investment management firms) as well as executives that interact with the board regarding the directors’ oversight responsibilities.
 

ETF Hot Topics
July 31, 2013

Exchange Traded Funds (ETFs) continue to experience significant growth, both in the US and globally. This growth and innovation of ETFs continues to expand across asset classes, with many traditional asset management firms also seeking to enter this space. Additionally, many existing ETF firms are looking to expand their global footprint into Europe, Asia and Latin America. Each of these territories present their own unique challenges for ETF sponsors with respect to investor education, distribution, regulatory and tax matters. Successful ETF sponsors will need to adapt to the increasing competitive landscape to operate in an efficient and cost effective manner.

Topics covered:

  • Hot topics related to various operational, regulatory and tax considerations for ETFs
  • ETF product structuring considerations, including tax, risks, and controls
  • European ETF market and evolving regulatory and product considerations

Audience: Chief compliance officers, chief financial officers, chief operating officers, chief risk officers, trustees, general counsel and service organizations in the asset management industry.

It’s a new year: Time to update your documents for recent tax developments!
February 24, 2016

As tax continues to evolve, tax risk management has become a priority for many fund managers. The start of a new year is the optimal time to plan accordingly to ensure your new and existing funds are taking into consideration the changes introduced by recent tax legislation and other developments. These considerations include taking a fresh look at your legal documents and making updates that account for these changes, and evaluating whether certain elections make sense for tax purposes. 

During the webcast, our panelists addressed the following:

  • Management fee waivers and profits interests
  • New IRS partnership audit procedures
  • Tax filing deadline changes
  • Tax allocation methodologies
  • International, & State and Local considerations
     

Recent FIRPTA developments for real estate asset managers
January 22, 2016

For real estate asset managers, FIRPTA has been one of the most significant challenges to address when raising non-US capital. In this webcast, PwC specialists will discuss recent FIRPTA developments including:

  • The exception for qualified foreign pensions.
  • The exception for qualified shareholders.
  • The expansion of the exception for public REIT investors
  • The definition of domestically controlled REITs
  • The increase in withholding tax related to dispositions of US real estate
     

Exchange Traded Funds: A Roadmap to Growth
December 15, 2015

This webcast explores key trends and predictions for Exchange Traded Funds (ETFs), including reviewing the results of PwC’s 2015 ETF survey.  Our panelists also shared insights on ETF strategy, as well as the impact taxes, regulations and digital technology on ETFs.

During the webcast, our panelists addressed the following:

  • Key drivers and potential obstacles for ETF growth
  • The impact of regulations and taxes on ETF product development and global expansion
  • Success factors and challenges for ETFs
  • How digital technology and innovation is changing the ETF landscape
     

Asset manager compensation and structural planning in today's higher cost environment
October 29, 2015

In reaction to an ever changing business and tax environment, asset managers and investors are continuously reviewing compensation arrangements, business locations, and structures to optimize their business objectives while providing ancillary tax benefits. In this webcast, PwC specialists will discuss various topics, including:

  • Alternative compensation arrangements
  • Business structure and location alternatives
  • Other deferral opportunities that fit within IRC and regulatory guidelines
  • Section 457A grandfathered deferrals
     

Asset management M&A insights: In pursuit of growth

After years of waiting, 2014 was the year when deal values recovered thanks to multiple mega deals that were completed during the year. These “mega deals” with values greater than a billion dollars, boosted the industry’s deal value to its highest levels since 2009.

During this webcast, Sam Yildirim, US Asset Management Deals Leader, joined by other PwC Partners and deal practitioners in the asset management sector, covered the following topics:

  • Key themes driving M&A activity in the US
  • Recent valuation trends
  • How to position your business for a sale
  • How to reduce the acquisition risk
  • Opportunities in this market
     

First set of reports released on Base Erosion and Profit Shifting - impact on the asset management industry
Monday, September 22, 2014

The OECD released a number of the BEPS reports on September 16, 2014. It is proposed that these reports will be signed off by the G20, without change, on September 20/21, 2014. These reports may have significant implications for your business and for the Asset Management industry. In particular, the following papers are likely to be directly relevant:

  • Treaty Abuse (action point 6)
  • Hybrid Mismatches (action point 2)
  • Country by country reporting and transfer pricing documentation (action point 13)
     

Leveraging data to redesign, redefine and redeploy tax to be a strategic business asset
June 18, 2014

Data is quickly becoming the new business currency. More and more asset managers are implementing technologies to improve their reporting process and provide better access to data. Leveraging data is allowing tax functions and key stakeholders to reveal opportunities for an organization to improve its tax strategy and overall responsiveness to their investors.

This webcast will include a timely discussion focused on how leading asset managers are leveraging tax data and analytics to enable better decisions and positively impact investor reporting.

Audience: Leaders in the asset management industry involved in investor, financial and or tax reporting.
 

Fund of Funds tax considerations: Managing investor and regulatory demands
June 3, 2014

This webcast focused on current developments, business and tax considerations for fund of funds, with PwC subject matter specialists offering insights and guidance on the following topics:

  • Best practices for consistent processes and data management
  • IUse of estimates
  • Fund level versus flow-through investment tax considerations
  • New net investment income tax and PFIC reporting impact on fund of funds
  • Book and tax waterfall considerations for fund of funds
  • State & local and international tax considerations
  • Other related tax topics

Audience: Tax professionals in the Alternative Investments industry.
 

Final Net Investment Income Tax Regulations' Impact on the Alternative Investments Industry
February 10, 2014

With the release of the eagerly awaited Final and New Proposed regulations for the 3.8% tax on Net Investment Income, the IRS resolved many of the concerns that the Alternative Investments Industry had with the original Proposed Regulations. However, there are still a number of issues for consideration, some of which require immediate action. This webcast will highlight the pertinent topics to the Alternative Investments industry, including but not limited to:

  • Updates reflected in the Final Regulations and the New Proposed Regulations
  • Impact of the "G election" for passthrough entities with respect to controlled foreign corporations & qualified electing funds
  • Reporting and disclosure considerations for Alternative Investments entities
  • Restructuring and other planning considerations in light of the NII tax

Audience: Tax professionals in the Alternative Investments industry.
 

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 will provide 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

Audience: Tax professionals in the alternative investments industry.
 

Asset Classes in the Alternatives Industry: "What's Hot, What's Not"
November 13, 2013

Asset Managers are increasingly looking for yield, particularly in a low interest rate environment. This webcast will focus on the tax perspective of new asset classes and emerging investment trends. For each of these asset classes, we will discuss why it is attractive, the market activity around the asset class, structuring alternatives for funds to participate and other tax implications.

Topics covered:

  • Lending Activity - New areas of growth and structuring considerations
  • Investing in Oil and Gas MLPs - Compliance issues and use of derivatives
  • Renewable Energy Investing - Unlocking the value of tax credits
  • Insurance flavored products - Split-dollar arrangements and the Reinsurance model
  • Other emerging trends

Audience: Tax professionals in the Alternative Investments industry.
 

Enhancing the Tax Function within your organization
June 26, 2013

The role of the tax function in the alternatives and private equity industry has changed dramatically over the past few years. In order to be successful in the current environment, it is necessary for the tax function to be aligned with the overall organization and a party to critical business decisions. During the webcast, PwC subject matter specialists will examine the optimal role of the tax function, and identify ways in which an organization’s tax strategy can be integrated more fully with the broader organization through a focus on:

  • People strategy - effectively communicating and collaborating across business units and third parties
  • Process strategy – ensuring the tax impact of business decisions are considered, reflected and remain relevant
  • Data strategy - obtaining and maintaining quality data to support real time analytics for effective tax analysis
  • Technology strategy - utilizing technology to support overall tax strategy

Audience: Tax professionals in the alternative investments industry.

Recent FIRPTA developments for real estate asset managers
January 22, 2016

For real estate asset managers, FIRPTA has been one of the most significant challenges to address when raising non-US capital. In this webcast, PwC specialists will discuss recent FIRPTA developments including:

  • The exception for qualified foreign pensions.
  • The exception for qualified shareholders.
  • The expansion of the exception for public REIT investors
  • The definition of domestically controlled REITs
  • The increase in withholding tax related to dispositions of US real estate
     

Reconsidering your real estate strategy to unlock shareholder value and generate capital
January 19, 2016

In the past few years, many companies have been reconsidering their real estate strategies to unlock shareholder value in existing assets or to provide growth capital. Further, activist investors are increasingly putting pressure on companies to consider the value in their real estate portfolios. PwC US Real Estate Leader Byron Carlock led a panel discussion on how companies can use their real estate assets to meet these demands.
 

US Commercial Real Estate: Insights and Expectations
January 11, 2016

During the webcast, our panelists discussed the findings from the Fourth Quarter 2015 PwC Real Estate Investor Survey, including the PwC Real Estate Barometer, stock acquisition trends, and near-term real estate cycle forecasts for each property sector.
 

US Commercial Real Estate: Insights and Emerging Trends
October 16, 2015

During the webcast, Mitch Roschelle, Susan Smith, Amy Olson, and Andy Warren will discuss the findings from the recently published Emerging Trends in Real Estate® 2016, a joint undertaking of PwC and the Urban Land Institute, as well as key findings from the Third Quarter 2015 PwC Real Estate Investor Survey.
 

US Commercial Real Estate: Insights and Outlooks
March 13, 2015

During the webcast, Mitch Roschelle, Susan Smith, Andy Warren and Warren Marr discussed the findings from select PwC thought leadership reports and research.

Topics discussed included:

  • PwC Real Estate Investor Survey - First quarter 2015 results
  • Findings from the PwC Real Estate Barometer and CRE Supply Acquisition Trends
  • Hospitality Directions US - January 2015
     

US Commercial Real Estate: Insights and Emerging Trends
December 11, 2014

PwC experts discuss the findings from the recently published Emerging Trends in Real Estate® 2015, as well as from the Fourth Quarter 2014 PwC Real Estate Investor Survey.

Audience: Real estate market participants – including investors, managers, advisors, lenders and operators.
 

US Commercial Real Estate: Insights and Outlooks
September 19, 2014

PwC experts discuss the findings from select PwC thought leadership reports and research, including the investment trends in two burgeoning CRE sectors – student housing and medical office space.

Topics covered will include:

  • PwC Real Estate Investor Survey
  • Findings from the PwC Real Estate Barometer and CRE Supply Acquisition Trends
  • Trends relating to US Student Housing and Medical Office Space investing

Audience: Real estate market participants – including investors, managers, advisors, lenders and operators.
 

Real Estate 2020: Building the future
June 16, 2014

Looking to 2020 and beyond, the real estate industry will continue find itself at the center of rapid economic and social change. Further, additional trends may become evident as dynamic changes in technology continue to shape how the world does business. Given the relatively long development cycles for real estate, now is the time start planning so you can capitalize on these changes.

The webcast highlights the pertinent opportunities and challenges the real estate industry faces including but not limited to:

  • Global megatrends – real estate’s changing landscape
  • Implications for real estate investment and development and the “real estate life cycle”
  • Impact of technology and sustainability on operations and valuations
  • Success factors for global or regional players
  • Recent transaction trends – “non-traditional” activity expanding the definition of “real estate”

Audience: Real estate market participants – including investors, managers, advisors, lenders and operators.
 

Commercial Real Estate: Insights and Expectations
March 20, 2014

This webcast focuses on findings from select PwC thought leadership reports and research. PwC experts offer highlights and analyses from the following PwC publications and research:

  • PwC Real Estate Investor Survey - First Quarter 2014 results
  • PwC Real Estate Barometer and Supply Acquisition Trends

Audience: Real estate market participants: investors, managers, advisors, lenders and operators.
 

Single Family Rental Insights for the Institutional Investor and Operator
March 10, 2014

Single-Family Rentals (SFR) has emerged as a relatively new asset class at the institutional level. Many have speculated that this phenomenon was a short term “trade” to take advantage of favorable pricing conditions in many of the distressed housing markets hardest hit by the bursting of the housing bubble and the global financial crisis. However, many others contend this is a permanent new asset class that has emerged as a result of changes in housing formation and other demographic changes that are part of broader megatrends.

While SFR activities have always existed, traditionally they were done on a smaller scale and were very labor intensive and targeted to narrow markets using private capital. This new trend in large scale institutional SFR presents unique challenges not only to the Operators but also to the Investors in this emerging industry’s debt and equity securities.

While this industry sector is still small relative to the overall housing market and to the portfolios of foreclosed real estate still held by the GSE’s and commercial banks, this new sector continues to grow at a rapid pace through continued acquisitions of individual homes at foreclosure sales across the country and through portfolio transactions. Further, as it grows beyond its infancy into long term operations, financing this growth has become a major industry focus including the recent emergence of a new form of securitization that borrows from both the commercial and residential financing worlds.

Topics covered:

  • Market insights on primary geographies of focus, an overview of driving fundamentals, and a forecast on industry direction
  • Operational systems and processes
  • Financial reporting issues and challenges
  • Portfolio valuation methodology and challenges
  • Financing trends and challenges such as the new securitization market for this unique asset class
  • Potential IPO and M&A activity

Audience: Institutional Single Family Rental Market Participants: Owner/Operators/Management Company, Accounting/Tax personnel, Finance/Treasury, Fund Investors.
 

Commercial Real Estate: Current Insights and Emerging Trends
December 11, 2013

This webcast focused on recently published thought leadership. PwC experts offer highlights and analyses from the following PwC publications, while looking at the year ahead:

Audience: Real estate market participants: Investors, managers, advisors, lenders and operators.