EY - Mutual Fund Seminar 2015

Mutual Fund Seminar 2017

Advancing insight

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Hosted in key US financial centers, the EY Mutual Fund Seminar Series brings together more than 1,000 senior executives from some of the largest mutual fund complexes. Together, they share in-depth commentary and insights on the evolving issues facing the industry.

The EY Mutual Fund Seminar Series connects industry thought leaders, senior mutual fund executives, directors and others in the registered funds industry. Participants discuss strategies and challenges in accounting, tax and other business-critical areas.

The program is a place to connect, share ideas and gain insights. Please click on a date/city below to request an invitation.

New York - 18 May 2017

Keynote speaker

EY - Mutual Fund Seminar speaker - Norm Champ

Norm Champ
Partner at Kirkland & Ellis LLP
author and Former Director of the Division of Investment Management at the SEC

Panels

  • Trends in the digital agenda
  • Accounting and financial reporting update
  • Tax update: tax reform and related RIC developments

You can also view the New York Mutual Fund Seminar in satellite locations. Click on a location below to request an invitation:

 
For event questions and/or to request an invitation, please email EY's Wealth & Asset Management Practice in New York.

Chicago - 15 June 2017

Keynote speaker

EY - Mutual Fund Seminar speaker - Norm Champ

Norm Champ
Partner at Kirkland & Ellis LLP
author and Former Director of the Division of Investment Management at the SEC

Panels

  • Regulatory and accounting update
  • Tax and legislative update
  • Industry trends
 
For event questions and/or to request an invitation, please email EY's Wealth & Asset Management Practice in Chicago.
 

 
 
 

Boston - 20 June 2017

Keynote speaker

EY - Mutual Fund Seminar speaker - Andrew Donohue

Andrew "Buddy" Donohue
Former SEC Chief of Staff

Panels

  • Regulatory and accounting update
  • Tax and legislative update
  • Industry trends
 
For event questions and/or to request an invitation, please email EY's Wealth & Asset Management Practice in Boston.