You’ve been hearing about Form PF for months. New data requirements. More frequent reporting.

Form PF is almost here; now is the time to act … or risk non-compliance.

Form PF: What You Need to Know and Do Now.

In this educational webinar panel discussion, we provide a legal lens and compliance compass to unpack the why, what, when, and how of Form PF compliance.

• Why did regulators require Form PF, and what industry changes and regulatory issues resulted in Form PF reporting amendments?
• What are data and reporting changes impacting Large Hedge Fund Advisors, Private Equity Fund Advisers, and Large Private Equity Fund Advisers?
• When must you begin to implement a Form PF strategy? (Hint: It’s now)
• How do you avoid non-compliance – without disrupting “business as usual” – leveraging best practices?

Adam Kanter, a Partner of Mayer | Brown and a Form PF expert, headlines our panel. Mr. Kanter counsels US and non-US investment advisers, investment companies, and other financial services firms on a variety of regulatory, compliance, examination, enforcement, and transactional matters.

Moderator: Kyrstin Ritsema Executive Director, Confluence Compliance Services

Panelists: Adam Kanter Partner, Mayer | Brown

Spacer Jordan Dague Product Manager, Confluence