Form PF Boot Camp 2012 is a conference dedicated to various issues related to Form PF, including:

How much should you reveal to investors?
Determining your reporting obligations based on the types of funds you manage
Keys to effective data aggregation and storage
The nuances of calculating RAUM
What technology solutions are out there? Should you build or buy?
How are funds dealing with the intersection of lawyers, consultants, administrators, etc.?
How is Form PF cross-referenced with other information going to clients and regulators?
How to treat derivatives
Risk calculations
Handling different counterparties
The importance of understanding netting agreements, repo agreements and broker-dealer arrangements
Looking at trade data

Form PF Boot Camp 2012

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