Please check back soon for upcoming audio conferences.
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| Past Audio Conferences |
Are You At Risk of Short-Sell Violations? Preparing for Short-Sell Sweeps
September 21, 2006; 2:00 p.m. ET -- The SEC and the NYSE are on the hunt for evidence of illegal short selling ahead of secondary offerings as well as other potential abuses involving short selling. In this conference, short selling experts discuss what short-sellers need to do to stay on the right side of the law. We will also discuss current industry best practices.
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FAS 140: Beyond the Basics
3 p.m. Eastern Time; Sept. 26, 2006 - In this 70-minute instruction-geared session, leading accountants will update listeners on pressing developments on FAS 140. In addition, we will analyze key paragraphs of FAS 140 and cover day-to-day applications. And, we will use case illustrations to determine volatility with retained interest and find the best discount rates to use.
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Audio CD - Looking Ahead: Hedge Fund Legislation and the Sequel to Goldstein v. the SEC
Thursday, July 27, 2006, 2:30 pm - Following the U.S. Court of Appeals' rejection of the SEC's hedge fund registration rule, congressional lawmakers and investors are demanding more transparency for hedge funds.
But who or what regulatory body or jurisdiction will step in and scrutinize the trillion-dollar hedge fund community? In this conference, we will discuss the fall-out from Goldstein v. the SEC and anticipated legislative or regulatory consequences. Panelists will discuss the court ruling's broader significance, and if they expect state regulators or congressional lawmakers to gear up to monitor hedge funds. We will also discuss what comes next for the SEC and hedge funds.
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How Insurance Companies Can Best Comply with New AML Laws
August 24, 2006; 3 p.m. ET - In this teleconference, officials with the federal regulatory agency FinCEN and insurance compliance staff will discuss emerging best practices, how to integrate independent and in-house brokers and agents into the AML picture, and how to best maximize automated compliance features.
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Maximizing Opportunities With New ERISA Rules
Sept. 14; 2 p.m. Eastern Time - Changes are afoot with ERISA after passage of the Pension Protection Act of 2006. The changes significantly liberalize various ERISA fiduciary rules for money managers, brokers and other service providers. Join two ERISA legal experts for a discussion on what the new law means to those with ERISA exposure.
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Audio CD: Are You On Top Of Executive Stock Options & Possible Back-Dating?
June 22, 2006 2:00 pm (ET) -- Illicit backdating of executive stock options is the latest corporate scandal du jour. In this conference an accountant and attorney --- both formerly with the SEC --- and an academic whose pioneering work spotted illegal backdating discuss the forensics directors and investors should use to spot a company's dodgy use of backdating before it becomes front-page news. We will also discuss if it's wise to cancel backdating options sealed years ago.
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Audio CD: Shifting Ground For Higher Education's Booming Capital Markets
Wednesday, June 28, 2006; 2:30-3:30 p.m. (ET)-- Fueled by booming university expansion, capital markets in higher education have almost tripled since 2000. A mainstay with mutual and pension funds, arbitrage funds and retail investors have also moved into this investment space. But rising interest rates and university downgrades complicate the play.
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Audio CD: Getting What You Want In Bermuda: Pros and Cons of Bermuda Arbitration
Thursday, June 29, 2006; 3:30 p.m.(ET)-- Insurance and re-insurance arbitrations in the Bermuda jurisdiction are accelerating. In this introductory session to working in the Bermuda jurisdiction, speakers discuss the rules of the road there and advantages to seeking arbitration in Bermuda versus the U.S.
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The Hedge Fund Audio Conference Boxed Set
Institutional Investor presents a boxed set collecting three of our acclaimed hedge fund audio conferences. Each audio conference goes right to the source, presenting pressing insights straight from top financial leaders.
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Audio CD: Fill 'Er Up With Ethanol
May 24, 2006; 3:30 p.m. (ET) -- Ethanol production is enjoying double-digit volume growth as oil hovers at $70 a barrel. But the capital-hungry sector is searching for cash as it aims to hit critical mass and the price of corn, a key ethanol additive, starts to reflect an energy premium. We discuss ethanol's commodity price risk and the financing of ethanol plants.
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Audio CD: Be Ready When SEC Inspectors Knock: Exam Veterans Discuss the Annual Review
April 26, 2006 - The rate of referrals from SEC examiners to enforcement is rising. From trading allocation policies to customer transactions, the SEC is conducting soup-to-nuts audits this year of brokers/dealers and investment advisers and others in the investment community. Join an SEC branch chief, an SEC exam survivor and others as they discuss areas prone to SEC examination and learn invaluable information on how to prepare for an exam.
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Audio CD: Are Your Benefits Secure? Get Clear on Rabbi Trusts Amid M&A Volatility
April 26, 2006 - Water-tight rabbi or grantor trusts are crucial to benefits packages amid a flurry of M&A activity and increased investor activity from hedge funds. Benefits experts are working to make sure their clients' trusts are up-to-date and trustees are well-informed lest they later pay heavy penalties.
Even if your company is not an M&A target, your benefits may not be secure. Get updated on the terms of rabbi and grantor trusts must meet to comply with new and changing rules established by the U.S. Treasury.
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Audio CD: Managing the Thicket of Commercial Real Estate CDOs
April 27, 2006 - The market of commercial real estate CDOs has mushroomed as the commercial real estate market holds its own in this economy. In this session, our speakers cover market observations and provide guidance to investors new to CRE CDOs. We will cover issues key to investors screening potential investments and provide pointers on evaluating CDO collateral. In addition, speakers will discuss how investors should evaluate CDO managers ahead of allocating investments.
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Audio CD: Getting a Grip on FAS 123R and Accounting for Stock-Based Compensation
March 30, 2006 - It's whole new game as corporates re-write balance sheets to factor in stock-based compensation in a new FAS 123R world. For many corporates, the math is shifting and earnings per share continue to wildly fluctuate. Valuation and tax accounting specialists will examine the lay of the FAS 123R land and provide guidance on the rules and nuances of the standard.
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Audio CD: Risky Business: Hedge Funds in the Second-Lien Loan Market
March 9, 2006 - Thursday, March 9, 2:00 PM (ET)- Hedge funds have emerged as lenders of last resort, especially in second-lien loan markets. But such moves can become risky plays in the event of a bankruptcy reorganization. Who gets paid after a default? And what does a fund do to resolve inter-creditor disputes between payments?
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Audio CD: Living with Revised Eligible Liquidity Rules on ABS commercial paper
March 9, 2006 - The liquidity construct is shifting. Changes are afoot for liquidity rules
on ABS commercial paper and changes to risk-based capital rules are in the works. Catch up on how new deals are now getting structured and how revamped liquidity rules are altering the ratings picture.
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Audio CD: The ABC's and XYZ's of Operating Hedge Funds with ERISA Investors
February 23, 2006 - Pension plans are among the last of a dwindling supply of investment pools gone largely untapped by hedge funds. As a result, hedge funds are now actively courting ERISA investors. Many pension plans have now turned a corner and are now investing in -- or on the cusp of investing in -- hedge funds. In this hour-long discussion, panelists discuss pressing concerns on complying with ERISA regulations in order to win over new allocations from pension funds.
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Audio CD: Nailing down Methodologies for Fair Value Accounting
February 23, 2006 - Fair value accounting promises big change for the corporate world and institutional investors. CFOs, controllers, and treasurers will have to embrace fair value accounting -- and get fluent on it fast. In this session a Big Pharma chief accountant, a valuation expert and a leading Moody's CPA discuss when fair value accounting is most useful and most troublesome.
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Audio CD: Getting Certain about Uncertain & Aggressive Tax Positions
February 22, 2006 - FASB's proposed new rule on uncertain and aggressive tax positions is set to shake up corporate tax filings. The rule re-works how companies file tax statements. Corporates will be bound to red-flagging the most aggressive aspects of tax statements. More aggressive and targeted audits are expected to rise. In this session, two leading accountants discuss FASB's likely final rule and what you need to do to plan for it.
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Audio CD: Tax Men Coming: Hedge Funds & IRS and State Tax Audits
January 26, 2006 - Tax audit rates of hedge funds are rising. In this hour-long session, speakers discuss areas ripe for scrutiny from state and federal tax authorities. Speakers address pressing California and New York state tax matters and the proper documentation hedge fund managers ought to have in place ahead of an audit.
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Audio CD: IRS Memo Roils Pre-paid Forward Markets: Are You Prepared for the Consequences?
January 19, 2006 - Sweeping changes are ricocheting through the wealth management sector. A recent IRS ruling states that pre-paid forward gains triggered gains. This means that any pre-paid forwards in which investors lend shares to a counter-party will get scrutinized; new taxes are likely to get levied.
The IRS memo unsettles existing pre-paid forward transactions which have until now had fairly predictable tax consequences.
Investment advisers must tread gingerly when advising clients on pre-paid forward agreements --- common tools used to monetize a profitable securities position. If you've done pre-paid forwards, or plan to, you need to know what's going on.
In this hour-long conference speakers examine changes in store for past and future transactions.
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Audio CD: Reg AB: Planning Ahead for Attestation and Static Pool Compliance
January 12, 2006 - Reg AB deadlines loom even as key regulatory bodies demur answering issuers' and servicers' questions. Learn what your peers are doing as they work to meet new attestation and static pool requirements and gain essential input about commercial and residential mortgage securitization.
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Audio CD: How the ABS Offering Process Stands to Change Under Offering Reform
December 15, 2005 - Catch up on Offering Reform in this hour-long audio conference as two experts offer insight and guidance to asset-backed securities issuers.
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AUDIO CD: Protecting Yourself from Lawsuits: Ensure Your D & O Policy is Watertight
December 14, 2005 - In this hour-long presentation, a leading global expert discusses essential steps to designing your D&O policy and a risk manager with a Fortune 500 corporate will discuss how his company successfully defended 17 D&O lawsuitsIn this hour-long presentation a leading global expert discusses essential steps to designing a D & O policy, a risk manager with a Fortune 500 corporate discusses how his company successfully defended 17 D & O lawsuits, and a top D&O attorney shares D & O policy insights.
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Audio CD: Brave New World: Changing Hurricane Models and their Impact on Insurance Trends
December 8, 2005 - It's a new world for catastrophe modelers. Rules are changing and re-insurers, insurers and rating agencies are scrutinizing cat methodologies after this year's hurricane destruction. Methodologies for re-insurers and insurers are getting re-tooled while buyers on all sides look to hedge against big losses.
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Audio CD: FAS 140 Amendments: Properly Accounting for Financial Asset Transfers
November 17, 2005 - In this one hour audio event, speakers discuss the isolation of assets, bifurcation issues, required characteristics of "participating interests" held by a QSPE, changes in gain recognition, rollover of beneficial issues and more.
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| Free Audio Conferences |
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FREE: Is Achieving 20% Annual Returns in Today's Real Estate Market Still Possible?
FREE Audio Conference!
Prospects for residential real estate are dim, but commercial real estate is charging ahead. Observers say the commercial market is at its strongest in five years.
In this teleconference, we discuss why --- and which --- commercial real estate inventories will remain tight and what real estate assets look under-valued. We'll review underperforming commercial and industrial properties in markets such as Texas and Colorado and hear from industry players who reposition properties, then sell them.
We will also discuss multi-family investments, senior housing, and select condominium conversion opportunities in strategic markets and hear the private equity real estate investor's viewpoint.
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FREE: Pricking the Bubble: Housing Futures as a Hedge Against Real Estate Volatility
May 25, 2006; 2:00 pm (ET) -- Investors can soon short San Diego and go long on Houston, or vice versa, after the launch of the Chicago Mercantile Exchange's housing futures index. In this discussion, a key innovator of this new tradable asset class explains the rationale for housing futures and traces housing historics. He's joined by an economist at the Chicago Mercantile Exchange who makes a case for housing futures and explains the workings of the index, and the exchange's intermediary broker who walks listeners through the nuts and bolts of trading housing futures.
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FREE: Boosting Portfolio Diversification with ETFs: Commodities and Other Alternative Asset Plays
May 23, 2006; 3:00 pm (ET) -- A line-up of new ETF products are giving investors the tools they need to diversify portfolios by accessing non correlated assets such as commodities. Among these new instruments are Deutsche Bank's Commodity Index Tracking Fund. Join Deutsche Bank, Institutional Investor and leading industry figures for a discussion of the flourishing asset class of commodities and how ETFs plays can maximize investments with commodities, currencies, and other alternative assets.
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Free! Maximize Value by Merging and Acquiring Wealth Management Practices
November 30, 2005- Consolidation among wealth management boutiques is spreading fast. The marketplace is percolating with deals for the purchase of and sale of practices. If you're acquiring or selling a firm, you need to know potential pitfalls to avoid when shopping and tips to dodge a sour marriage. In this hour-long audio conference veterans of wealth management firms with experience on both sides of the table discuss what makes a deal fly --- and what makes them flop. They will explore the low points and high points in steering through complex mergers and acquisitions. Sign up for the event and we will email you a link to listen to this event at your leisure.
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Free! Bracing For Change: Hurricane Katrina's Impact on Insurance Trends
September 29, 2005- With estimated losses at over $50 billion, Katrina imposes new pricing pressures on property insurance. Listen to analysis by experts from Tillinghast and the reinsurance division of Towers Perrin. Sign up for the event and we will email you a link to listen to this event at your leisure.
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Free! Rating the Raters: Evolution of the rating agency models
September 8, 2005- In the constantly churning world of insurance rating agency models, risk management has emerged as a key discipline. Insurers' need to manage risk is more essential than ever and chief risk officers have become an influential group. Sign up for the event and we will email you a link to listen to this event at your leisure.
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