First Steps in Preparing for the SEC Private Fund Adviser Quarterly Statement Rule

Together with the CFA Institute, our lawyers will be discussing how to start preparing for the SEC Private Fund Adviser Quarterly Statement Rule. While the compliance date of 14 March 2025 seems far away, and the Quarterly Statement requirements may appear straightforward, there are many open questions. The speakers will address the key topics being discussed and give you a solid start on what you should be considering now.