Event information
Date: Tuesday, May 7, 2024
Time: 2:00 pm Eastern (registration begins at 1:30 pm)
Location: 28 Liberty St, New York, NY 10005
Topic: Pricing landscape in today's market & regulatory environment
Agenda
1:30pm - Registration begins
2:00 - 5:30pm - Panel sessions
Panel 1: Pricing Operations Emerging Best Practices
Moderator: Ingrid Taylor-Fincham, T. Rowe Price
Panelists: Patrick Castellani, Capital Group; Frank Gavin, BlackRock; Peter Kucharski, J.P. Morgan; Terence McCubbin, Manulife Investments
- Post SEC Rule 2a-5 best practices
- Board reporting requirements
- Vendor due diligence
- Valuation guidance
- SEC examinations
- Use of AI: present & future
Panel 2: Legal, Audit, and Valuation Governance
Moderator: Jason Nagler, ICI
Panelists: Dhruv Bajpai, IFM Investors, Jay Baris, Sidley Austin LLP, William Fellows, Deloitte
- New SEC rules
- PCOAB guidance
- Governance procedures
Panel 3: Market Outlook: 2024 and Beyond
Moderator: Unmesh Bhide, LSEG Data & Analytics
Panelists: Vitaliy Kozak, Octaura; Malay Bansal, 3650 REIT; Tadvana Narayanan, LSEG Data & Analytics
5:30 - 7pm - Networking reception
*This event is not open to the press and will not be recorded.