Partners Josh Deringer, Mike Malloy and David Matteson presented, "Board Oversight of Alternative Investment Strategies for Mutual Funds," at the ICI 2014 General Membership Meeting: Serving Investors in an Evolving World in Washington, D.C. on May 21.
The presentation included a discussion of:
Common fund structures in the alternative investment strategy space
Asset segregation and valuation requirements unique to alternative investment strategies
SEC Harmonization with CFTC Disclosure Rules and the NFA Registration Process