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.

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.

 

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.

 

Real Estate 2020: Building the future
June 16, 2014

In this webcast, a panel of PwC experts highlight 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: Participants should include real estate professionals such as owner/operators, investment managers and fund investors, professionals working in investor relations, accounting/tax, and finance/treasury.

 

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.