EY - Mutual Fund Seminar 2014

Mutual Fund Seminar 2014

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

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Join us for the seventh annual EY Mutual Fund Seminar in New York City on 14 May 2014. The event also takes place in Boston on 5 June 2014.

The seminar connects senior mutual fund executives, directors and other leaders in the registered funds industry. Participants discuss accounting, tax and other business-critical strategies and share challenges they face today.

Industry and EY thought leaders provide insight and actionable commentary on issues affecting asset management organizations — and what to expect in the year ahead.

The EY Mutual Fund Seminar is a place to connect, share ideas and gain insights. We look forward to having you join us and your peers.

Please click below to request an invitation:

New York agenda

  • Keynote address by John V. Murphy

    EY - John V. Murphy

    John V. Murphy
    Board Member, Legg Mason Global Asset Management
    Former Chairman and President, OppenheimerFunds, Inc.

  • Accounting and financial reporting update
  • Complex tax areas: implications and approaches
  • Current industry trends: findings from EY’s Global Regulated Funds Survey

Additional external speakers include:

  • Liz Baysten — Director of Accounting Policy, MFS Investment Management
  • Toai Chin — Director of Fund Accounting Policy, The Vanguard Group, Inc.
  • Thomas Disbrow — Managing Director and Head of North American Fund Treasury, UBS Global Asset Management (Americas), Inc.
  • Peter Fortner — Vice President, IMD Controllers, Goldman, Sachs & Co.