Evaluated Pricing Forum

Refinitiv Evaluated Pricing Service

Pricing landscape in today's market & regulatory environment

November 7, 2023 - Boston

Explore the pricing challenges and opportunities of an elevated rate environment.

After well over a decade of depressed rates, how have 2023's persistently high interest rates affected the pricing landscape – and what can be expected as we look towards 2024?

Join the Refinitiv Evaluated Pricing team live in Boston on November 7th as we explore the key impacts of the past year's rate hikes on evaluated pricing, applying a legal and regulatory lens to one of the most discussed topics today.

We'll explore the post-SEC Rule 2a-5 landscape, examine the latest SEC rules and compliance procedures, detail best practices in pricing operations, and look ahead to what we anticipate from markets in 2024.

Limited space remaining. Register by November 3rd.

Event info

Date: Tuesday, November 7, 2023

Time: 8:30am - 1:00pm

Location:

The Langham, Boston

250 Franklin Street

Boston, MA 02110

View map

Agenda

8:30 - 9:00am | Registration & light breakfast

9:00 - 9:05am | Welcome remarks

9:05 - 10:05am | Pricing best practices

Moderator: Dave Brown, Deloitte

Panelists: Susan Malloy, Putnam Investments; Terence McCubbin, Manulife Investment Management; Cliff Peacock, Hartford Funds

Post SEC Rule 2a-5 best practices
Board reporting requirements
Vendor due diligence
Valuation guidance
SEC examinations

10:10 - 10:55am | 2024 perspective: legal, audit & compliance

Moderator: Michael O’Mealey, LSEG

Panelists: Peter Adams, Ernst & Young; Jay Baris, Sidley Austin LLP; Jim Nash, ACA; Peter Storment, J.P. Morgan

New SEC rules
PCOAB guidance
Update on compliance procedures
Post SEC Rule 2a-5 compliance

11:15 - 12:00pm | 2024 market outlook

Moderator: Unmesh Bhide, LSEG

Panelists: Brian Bejile, Octaura; John Brodbine, Morgan Stanley

12:00 - 1:00pm | Lunch & networking

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