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New and Proposed SEC Fund Disclosure Requirements: What Boards Need to Know

July 12, 2023 • 12:00–1:00 p.m. (ET) • Virtual

As the SEC continues its rulemaking activity at a record pace, join IDC on Wednesday, July 12 at 12:00 p.m. (ET) for an overview of final and proposed rules implicating fund disclosure requirements.

The panelists will review new final SEC rules on tailored shareholder reports and proxy voting disclosure, as well as the SEC’s rule proposals on the Names Rule and ESG disclosure requirements, among others.

Directors will receive practical guidance to assist them in their oversight role.

Speakers

COLEEN DOWNS DINEEN
COLEEN DOWNS DINNEEN, Moderator
Independent Director
Artisan Partners Funds
DAVID BARTELS
DAVID BARTELS
Partner
Dechert
Erica Evans
ERICA EVANS
Assistant General Counsel
ICI
Gazala Khan
GAZALA KHAN
Chief Compliance Officer
PMP Trust

Materials

  • Slides (pdf)
  • Archive Recording

 

Cost

Independent directors/trustees Free
Members Free
Nonmembers $75

 

This webinar is closed to the media and regulators.

Unable to attend live? All registrants will receive a link to the recording.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.

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