IDC Webinar: Board Oversight of Alternative Investment Funds

On March 5 at 2:00 p.m. (ET), IDC hosted a webinar to discuss trends in alternative investment strategies for registered funds. An increasing number of alternative funds have launched in recent years, as both investors and fund sponsors have shown growing interest in these products. The panel discussed trends in alternative investment strategies and compliance and board oversight considerations in moving from traditional to alternative funds.  

Materials

• Archive Recording
• Slides (pdf)

Highlights

The webinar covered the following topics:

• Trends in alternative funds (e.g., long/short funds, market neutral funds)
• Compliance and regulatory considerations, such as leverage limitations, valuation, and liquidity
• Practical guidance for board oversight of alternative investment strategies

Featured Speakers

Ralph F. Verni
Independent Director
Eaton Vance Funds

Elizabeth Reza
Partner
Ropes & Gray LLP

Robert R. Leveille
Chief Compliance Officer
Putnam Investments

This webinar was closed to the media.