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IDC Webinar on Fund Operations Issues for Directors

On February 15, the Independent Directors Council hosted a webinar that addressed current fund operations issues for directors.

MATERIALS

HIGHLIGHTS

Topics included:

  • Selected developments in pricing and disclosure
  • Biennial transfer agent trends and billing practices study
  • Trends relating to omnibus arrangements
  • Implementation of new cost basis reporting requirements

Speakers included:

  • Donald J. Boteler
    ICI Vice President, Operations
  • Martin A. Burns
    ICI Director, Institutional Operations and Service
  • Diane Butler
    ICI Director, Transfer Agency and International Operations
  • Kathleen C. Joaquin, CPA
    ICI Director, Operations and Distribution
  • Gregory M. Smith
    ICI Director, Fund Accounting

This webinar was closed to the media.