Asset and wealth management webcasts and replays

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. 

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.

The SEC Liquidity Risk Management Rule
December 6, 2017

With the countdown to December 1, 2018 getting closer for larger complexes and June 1. 2019 for smaller complexes relating to the implementation of the SEC Liquidity Risk Management rule (Rule 22e-4), asset managers continue to dedicate resources to examine the impact on their operation, risk and compliance functions.
 

Brexit – Planning amidst the uncertainties
October 2, 2017

During the webcast, our panelists discussed key developments with respect to Brexit and its implications for US Asset Managers and US Custody Banks in Europe. 
 

Global ETF 2017 Hot Topics
July 27, 2017

This webcast focused on key market developments with respect to Exchange Traded Funds (ETFs). Panelists discussed the most current and impactful developments effecting the ETF industry.
 

M&A insights – How asset and wealth managers can remain competitive
June 6, 2017

In today’s ever-changing environment, asset and wealth managers are responding to industry challenges by implementing new strategies to remain competitive. During this webcast, PwC specialists discussed how an M&A transaction can be a solution for complex challenges such as changes in distribution, shifts in investor preferences, pressures of regulatory changes as well as keeping expense ratios low while dealing with increasing compliance and customer acquisition costs and shrinking margins.


The DOL Fiduciary Rule goes live June 9: Are you prepared?
June 5, 2017

This webcast focused on the business implications of the announcement by Secretary Acosta that the DOL will move forward with the June 9 applicability date for the DOL Fiduciary Rule.


Complex financial instruments: What directors need to know
November 15, 2016

As financial instruments continue to become more complex, oversight activities can be a challenge for directors - continuous education can keep directors up to date with rapidly changing markets. Furthermore, the SEC agenda and current regulatory proposals continue to address perceived systemic risk concerns relating to the asset management industry. During this webcast, panelists provided an overview of certain complex financial instruments and discuss leading practices in connection with oversight responsibilities.

A look ahead – The evolving alternative investment tax landscape
November 28, 2017

In this webcast, PwC specialists will discuss various topics, including:

  • Tax reform framework released on September 27th – “unified framework for fixing our broken tax code”
  • Grecian Magnesite Mining ruling and its effect on non-US investors
  • TEFRA audit repeal and the new partnership audit rules
  • Update on Section 871(m)
  • Embedding the tax processes within the broader finance function
     

Brexit – Planning amidst the uncertainties
October 2, 2017

During the webcast, our panelists discussed key developments with respect to Brexit and its implications for US Asset Managers and US Custody Banks in Europe. 
 

Global ETF 2017 Hot Topics
July 27, 2017

This webcast focused on key market developments with respect to Exchange Traded Funds (ETFs). Panelists discussed the most current and impactful developments effecting the ETF industry.
 

M&A insights – How asset and wealth managers can remain competitive
June 6, 2017

In today’s ever-changing environment, asset and wealth managers are responding to industry challenges by implementing new strategies to remain competitive. During this webcast, PwC specialists discussed how an M&A transaction can be a solution for complex challenges such as changes in distribution, shifts in investor preferences, pressures of regulatory changes as well as keeping expense ratios low while dealing with increasing compliance and customer acquisition costs and shrinking margins.
 

A year in transition, a look ahead
January 19, 2017

As tax continues to evolve, alternative fund managers should be aware of what’s coming ahead as we transition into a new political and regulatory landscape.  In this webcast, PwC specialists discussed:

  • First look at post-election tax landscape
  • Section 385 debt/equity regulations - application to typical fund structures
  • New tax allocations regulations - impact on 2016 filings
  • Section 871(m) reporting and withholding - practical considerations for implementation
  • US adoption of country-by-country reporting - application to fund managers
     

871(m) regulations: A focus on "gap issues" for funds and an overview of PwC's PTP/MLP 871(m) service
January 11, 2017

This webcast focused on the regulations under Section 871(m) of the Internal Revenue Code and their impact on private equity firms/hedge funds.

US Commercial Real Estate: Insights and Emerging Trends
October 30, 2017

Our panel of experts discussed the findings from the recently published Emerging Trends in Real Estate® 2018, as well as from the Third Quarter 2017PwC Real Estate Investor Survey.
 

Real Estate Hot Topics Series – Latest Tax Developments
October 24, 2017

This open dialogue format, led by a panel of PwC experts, covered the current status of tax reform as well as a host of other topics related to the latest tax trends and developments affecting real estate companies, funds and their investors.
 

Brexit – Planning amidst the uncertainties
October 2, 2017

During the webcast, our panelists discussed key developments with respect to Brexit and its implications for US Asset Managers and US Custody Banks in Europe. 
 

M&A insights – How asset and wealth managers can remain competitive
June 6, 2017

In today’s ever-changing environment, asset and wealth managers are responding to industry challenges by implementing new strategies to remain competitive. During this webcast, PwC specialists discussed how an M&A transaction can be a solution for complex challenges such as changes in distribution, shifts in investor preferences, pressures of regulatory changes as well as keeping expense ratios low while dealing with increasing compliance and customer acquisition costs and shrinking margins.
 

Tax hot topics for the real estate industry
April 26, 2017

This webcast covered the latest tax hot topics in real estate including various tax reform proposals that could be impacting the industry in the near- and long-term.


US Commercial Real Estate: Insights and Expectations
March 22, 2017

During this webcast, panelists discussed the findings from the First Quarter 2017 PwC Real Estate Investor Survey, the outlook based on the PwC Real Estate Barometer, and the findings of the January 2017 Hospitality Directions.


871(m) regulations: A focus on "gap issues" for funds and an overview of PwC's PTP/MLP 871(m) service
January 11, 2017

This webcast focused on the regulations under Section 871(m) of the Internal Revenue Code and their impact on private equity firms/hedge funds.
 

Hot topics and the rapidly changing landscape for corporate real estate
July 13, 2016 

During this webcast, PwC experts discussed: 

  • The new lease standard and related business implications
  • Real estate monetization trends
  • Sustainability programs
  • Real estate implications of disruptive innovation or technology
  • Real estate arrives - a key element of corporate strategy

Brexit – Planning amidst the uncertainties
October 2, 2017

During the webcast, our panelists discussed key developments with respect to Brexit and its implications for US Asset Managers and US Custody Banks in Europe. 

M&A insights – How asset and wealth managers can remain competitive
June 6, 2017

In today’s ever-changing environment, asset and wealth managers are responding to industry challenges by implementing new strategies to remain competitive. During this webcast, PwC specialists discussed how an M&A transaction can be a solution for complex challenges such as changes in distribution, shifts in investor preferences, pressures of regulatory changes as well as keeping expense ratios low while dealing with increasing compliance and customer acquisition costs and shrinking margins.


The DOL Fiduciary Rule goes live June 9: Are you prepared?
June 5, 2017

This webcast focused on the business implications of the announcement by Secretary Acosta that the DOL will move forward with the June 9 applicability date for the DOL Fiduciary Rule.

Contact us

Alison Gilmore
US Asset and Wealth Management Marketing Leader
Tel: +1 (646) 471 0588
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Lydia Morrish
US Asset Management Marketing Manager
Tel: +1 (646) 471 5923
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Emily Domeyer
US Asset Management Marketing Manager
Tel: +1 (312) 298 3578
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