Mutual Fund Seminar 2013

Accounting, tax and other business considerations
for the mutual fund industry

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Our annual Mutual Fund Seminar helps senior audit, tax and advisory professionals gain insight into the challenges and opportunities unique to mutual funds.

At this year’s event, EY professionals and other industry leaders will provide analysis and commentary on the major issues facing asset management firms over the next 12 months.

Barry Knapp

New York keynote speaker
Barry Knapp
Managing Director and Head of US Equity Portfolio Strategy
Barclays

 

Assessing the market

The mutual industry is edging toward recovery, but organizations continue to face pressure related to global regulation and investor demands. New tax policies also have significant implications, as do more stringent reporting requirements.

As firms shift their operational, product and distribution strategies to meet these challenges, they must continue to seek new opportunities for competitive advantage.

Join us at the Mutual Fund Seminar 2013 to discuss these and other issues.

Distinguished panel of speakers

  • Robert Fairbairn, Senior Managing Director and Head of Global Retail and iShares, BlackRock Inc.
  • Alan Fish, Partner, Financial Services Office, Ernst & Young LLP
  • Stephen Fisher, Principal, Financial Services Office, Tax, Ernst & Young LLP
  • Matt Forstenhausler, Partner, Financial Services Office, Ernst & Young LLP
  • Adeel Jivraj, Partner, Financial Services Office, Ernst & Young LLP
  • Susan Johnston, Partner, Ropes & Gray
  • Michael Lee, Partner, Financial Services Office, Ernst & Young LLP
  • Laura Melman, Senior Vice President, Tax, PIMCO
  • Edwin Schall, Partner, Financial Services Office, Ernst & Young LLP
  • Rick Sennett, Principal Financial Officer, Legg Mason & Co. Inc.
  • Ravi Singh, Partner, Financial Services Office, Tax, Ernst & Young LLP
  • Jan van Eck, Principal and Director, Van Eck Global
  • Simon Western, Senior Managing Partner, EY Capital Advisors LLC