Investment Company Notebook

Practical insight and analysis on the accounting, audit and tax issues impacting investment companies.

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BBD's Industry Insights Video Series Episode 3: What Private Fund Managers Need to Know About the '40 Act

Posted by admin Oct 19, 2022 11:35:00 AM

BBD's Industry Insights video series offers our clients and industry friends a brief look into important and timely developments in the investment management industry.

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BBD's Industry Insights Video Series Episode 2: New Cybersecurity Rules for Investment Companies

Posted by admin Jun 16, 2022 5:24:12 PM

BBD's Industry Insights video series offers our clients and industry friends a brief look into important and timely developments in the investment management industry.

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Introducing BBD's Industry Insights Video Series

Posted by admin Aug 17, 2021 5:25:34 PM

Welcome to Industry Insights, BBD’s new video series that offers our clients and industry friends a brief look into important and timely developments in the investment management industry.

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On-Demand Webcast- The SEC's New Derivatives Rule: Understand the Significance For Your Funds

Posted by admin 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.

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Upcoming Webcast- The SEC's New Derivatives Rule: Understand the Significance For Your Funds

Posted by admin Feb 9, 2021 2:14:55 PM

Join our webcast on February 17 at 2:00 p.m. EST for an important update regarding this new Rule and how to navigate potential impacts to your funds.

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On-Demand Webcast- Significant Changes Ahead: Your Guide to the SEC's Proposed Filing and Disclosure Modernization

Posted by admin 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. 

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Upcoming Webcast- Significant Changes Ahead: Your Guide to the SEC's Proposed Filing and Disclosure Modernization

Posted by admin Dec 9, 2020 10:21:23 PM

Join our webcast on December 15 at 2:00 p.m. EST for an important update on how filing and disclosure modernization will impact your funds.

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Regulated Investment Companies and Section 163(j) of the 2017 Tax Cuts and Jobs Act

Posted by admin 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”). 

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On-Demand Webcast- The New Cayman Private Funds Law: A Look Forward

Posted by admin 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.

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Upcoming Webcast- The New Cayman Private Funds Law: A Look Forward

Posted by admin Oct 23, 2020 12:28:19 PM

Join our webcast on November 11 at 2:00 p.m. EST for an important Cayman Funds update. 

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