US Securities and Exchange Commission (SEC) Private Funds
A firm that claims compliance with the GIPS standards is required to comply with all applicable laws and regulations regarding the calculation and presentation of performance. Although the Fifth Circuit vacated the Private Fund Adviser Rules in June 2024, many firms are looking at these Rules to enhance client reporting.
Webinars
The following webinars were created to help firms understand the now vacated US SEC Private Fund Adviser Rules and to determine next steps.
- First Steps in Preparing for the SEC Private Fund Adviser Quarterly Statement Rule Webinar Recording - 28 February 2024
- First Steps in Preparing for the SEC Private Fund Adviser Quarterly Statement Rule Webinar Slides - 28 February 2024 (PDF)
- Private Fund Adviser Rules Were Vacated - What Now? Webinar Recording - 5 August 2024
- Private Fund Adviser Rules Were Vacated - What Now? Webinar Slides - 5 August 2024 (PDF)