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On-Demand Webcast- The SEC's New Derivatives Rule: Understand the Significance For Your Funds
Posted by admin on Feb 18, 2021 11:48:26 AM
In BBD's latest Webcast, John Braun and Cory Stewart teamed up with Karen Aspinall from Practus and Terry Gallagher from UMB for a dynamic discussion on the SEC's new Derivatives Rule.
Read MoreUpcoming Webcast- The SEC's New Derivatives Rule: Understand the Significance For Your Funds
Posted by admin on Feb 9, 2021 2:14:55 PM
On-Demand Webcast- Significant Changes Ahead: Your Guide to the SEC's Proposed Filing and Disclosure Modernization
Posted by admin on Dec 16, 2020 4:03:58 PM
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 MoreUpcoming Webcast- Significant Changes Ahead: Your Guide to the SEC's Proposed Filing and Disclosure Modernization
Posted by admin on Dec 9, 2020 10:21:23 PM
Regulated Investment Companies and Section 163(j) of the 2017 Tax Cuts and Jobs Act
Posted by admin on Dec 3, 2020 12:45:00 PM
One of the main provisions of the 2017 Tax Cuts and Jobs Act (“TCJA”) was Section 163(j), which limits the deductibility of business interest expense (“BIE”) for corporations. On July 28, 2020, Treasury and the IRS released proposed regulations that provided substantial guidance, specifically with its application to Regulated Investment Companies (“RICs”).
Read MoreOn-Demand Webcast- The New Cayman Private Funds Law: A Look Forward
Posted by admin on Nov 12, 2020 6:04:19 PM
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 MoreUpcoming Webcast- The New Cayman Private Funds Law: A Look Forward
Posted by admin on Oct 23, 2020 12:28:19 PM
John Braun Contributes to Fund Board Views With Viewpoints Column on the SEC's Proposed Rule 2a-5: Thoughts From a Fellow Gatekeeper
Posted by admin on Oct 14, 2020 6:35:02 PM
BBD partner John Braun recently offered his gatekeeper perspective on the evolution of fair value and the SEC's proposed Rule 2a-5 in a Viewpoints column for Fund Board Views.
Read MoreOn-Demand Webcast Replay: The Next Evolution of Fair Value- The SEC's Proposed Rule 2a-5
Posted by admin on Aug 17, 2020 8:52:00 AM
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.
The Next Evolution of Fair Value: The SEC's Proposed Rule 2a-5
Read MoreIn Challenging Times, An Option For Funds To Retain Cash
Posted by admin on May 22, 2020 4:30:00 PM
Given the current COVID-19 crisis and its economic impact, it’s possible that some Regulated Investment Companies (“RICs”) could be exploring ways to retain their cash. The shareholder distribution requirements of IRC Section 851, however, remain, and it is highly unlikely Treasury or the IRS would ever grant relief in this area.
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