In BBD's latest Webcast, John Braun and Cory Stewart teamed up with Steve Connors from SEI and David Freese and Sean Graber from Morgan Lewis for a dynamic discussion on the SEC's new proposed filing and disclosure modernization.Read More
In BBD's latest Webcast, John Braun and Cory Stewart teamed up with Joanne Huckle from Ogier and BBD Cayman partner Sam Young for a lively discussion on an important Cayman funds update.Read More
Join our webcast on November 11 at 2:00 p.m. EST for an important Cayman Funds update.Read More
We're thrilled to share the BBD Investment Management Group 2019-2020 Annual Report.Read More
In April, the SEC released proposed Rule 2a-5 under the Investment Company Act of 1940. The proposed Rule is the next step in an ongoing effort to address valuation practices more comprehensively for registered investment companies and business development companies.
Rule 2a-5 will create a significant shift in the roles and interaction of Boards and investment advisors related to fair value determinations. Everyone involved in the management and oversight of registered funds will be impacted by these developments.
In BBD's latest Webcast, John Braun and Cory Stewart teamed up with Cillian Lynch from Stradley Ronan and Brad Swenson from SS&C ALPS for a lively discussion about The Next Evolution of Fair Value: The SEC's Proposed Rule 2a-5.
The Webcast included considerations from the auditor, legal and administrator perspectives.
To view a replay, click the link below.Read More
In August 2018, the Financial Accounting Standards Board (FASB) finalized changes to fair value measurement disclosure requirements that had been under debate for several years as part of the disclosure framework project.Read More
From time to time, we receive resources from industry colleagues that we believe would be of value to our clients and industry friends.Read More
Generally speaking, investment companies are exempt from presenting a statement of cash flows in their semi-annual and annual reports, provided they meet three conditions.Read More