Overview
Private wealth is becoming increasingly global, regulated, and scrutinized. This webinar provides practical tools to navigate regulatory shifts affecting private offerings and cross-border clients.
Timings:
11:00 AM ET | 4:00 PM GMT
In partnership with CFA Society Dallas/Fort Worth.
Agenda
Key takeaways include:
- Understand key global and regional regulatory developments, including SEC reforms, ESG disclosures, and cross-border tax considerations
- Apply practical frameworks to guide product structuring and due diligence
- Remain audit-ready and aligned with evolving client requirements
Speakers
