Tuesday, August 22, 2017

This program, organized by the HFA’s Chicago leadership and hosted by KPMG, will feature speakers addressing:

  • How are funds spending their money on operations? (IT, cyber security, disaster recovery, third party consultants, ISDA negotiations, compliance, insurance, etc.)
  • If you have fund and SMAs, what methodology are you using to allocate costs?
  • Is anyone doing compliance checks to ensure that expenses are in line with legal docs? How often?
  • What are investors looking at during ODD checks? How deep are they looking into expenses?
  • Is there pressure to cap fees & expenses?
  • Does anyone do benchmarking against peer groups by strategy?
  • What are the benefits of having an outsourced CFO?
  • And more…