|5313||Current Topics in Valuation (2015)||30||Oct||2:00PM||3:00PM||October||Friday||2||2015||
Paul Kraft of Deloitte will highlight the latest trends and current developments in fair valuation in the fund industry.
This webinar will be aired live from 2:00 to 3:00 Eastern Time on Friday, October 2, 2015.
To receive member pricing, login to the site before clicking register. If you need assistance, call the Forum at (202) 507-4488.
Friday, October 2, 2015
2:00 pm - 3:00 pm (Eastern Time)
|Forum Webinar Series||
This event is closed to the media.
This program is open to all professionals in the fund industry.
Bill is a Deloitte Advisory partner in Deloitte & Touche LLP’s Valuation practice, specializing in financial instruments accounting, valuation, hedging, and risk management. He assists organizations with accounting for highly structured transactions involving derivatives, securitizations, leases, and special purpose entities, under both U.S. Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS).
Paul is a Partner in Deloitte’s Financial Services Industries practice, the U.S. Mutual Fund and Investment Adviser Practice Leader and has nearly 29 years of experience providing audit and related services to some of Deloitte’s largest asset management, insurance and bank clients, including reports to the SEC, regulatory compliance reviews, organizational and control consulting, and implementation of and ongoing compliance with Sarbanes-Oxley Section 404. His previous firm roles have included partner in charge of the financial services industry practice for New England and deputy partner of the National Asset Management Practice. Paul has led Deloitte’s annual Fair Valuation Survey since inception and is a frequent speaker and writer on the topic of fair valuation as well as other financial services issues.
Before joining Deloitte & Touche, Paul spent over two years as assistant chief accountant in the SEC’s Division of Investment Management in Washington, D.C. In that role, he worked on accounting, compliance, and financial reporting matters affecting SEC registrants, including fair-valuation initiatives, the introduction of the euro, the implications of Y2K, and the implementation of new reporting and disclosure guidelines for asset managers.
Paul also serves on the advisory board of the Mutual Funds Directors Forum, member of the Greater Boston Chamber of Commerce Financial Services Committee and the boards of the Boston Public Library Foundation and the Junior Achievement of New England.
Clients served include BlackRock, Inc., Putnam Investments, The Hartford Financial Services Group, Inc., Great West Financial, MFS Investment Management, Pioneer Investments, Federated Investors, VanKampen, State Street Corporation, and State Street Global Advisors.
Jim is a Director focusing on brokerage, investment bank and exchange clients. He has over 30 years of experience including electronic trading solutions, global markets access, brokerage operations, product management, systems development, risk management and regulatory controls. He focuses on operational risk management, trading and clearing solutions and regulatory compliance and has managed global broker dealer high performance market access and algorithmic trading businesses. In the course of his career, Jim has directed clients through several significant industry transitions in the US, Europe and Asia.
WHO SHOULD ATTEND
PRESS / MEDIA