IBA Global Challenges and Opportunities for the Asset Management Industry Conference
9 Jun - 11 Jun 2024
Session information
Description
This session will explore:
• Valuation of illiquid assets (private assets, digital assets, etc.) – ongoing operational challenges
• BCM Business Continuity Models for Custodian: increasing regulatory challenges and operational constraints
• Monitoring of liquidity of fund portfolios in light of new regulatory requirements
• Operational risks in relation to filing and notification obligations for substantial shareholdings in fund portfolios
• Pooling and segregation of assets among various funds
Session / Workshop Chair(s)
Lora Froud | Macfarlanes LLP, London, England; Chair, Asset Management and Investment Funds Committee |
Speakers
Chad Gazillo | KPMG, Philadelphia, Pennsylvania, USA |
Emmanuel Genequand | PwC, Geneva, Switzerland |
John Siena | Brown Brothers Harriman, London, England |
Jeremy Soutter | Carne Global Fund Managers, London, England |