Annual Conference on the Globalization of Investment Funds


Sunday, June 10, 2012 - Wednesday, June 13, 2012


David Dillon, Dillon Eustace; Stephen H. Etkind, Minter Ellison Lawyers; James Norris, managing director, The Vanguard Group Inc.; Patrick Zurstrassen, chair, European Confederation of Directors Assn; Lori Richards, PriceWaterhouseCoopers


Boston Harbor Hotel Rowes Wharf
70 Rowes Wharf
Boston, MA 02110
United States


member $1,665 nonmember $1,905


day one 4:30-8 pm, day two 8:30 am-5 pm, day three 8:30 am-12:45 pm, day four 8:50-11:45 am

CLE Credits:



The conference will look at the growing complexity of global investment funds in light of heightened regulations. It will examine the impact on the way investment funds operate going forward under MIFID 2 AIFMD, Dodd-Frank, and FATCA. There will be discussion groups focusing on topics such at new fund structures; changing accounting environment; venture capital and the impact of proposed regulation; valuation under European and U.S. models; and remuneration policies for managers.

The keynote speaker is James Norris, managing director of the Vanguard Group Inc., who will speak about the future of the investment management industry if the investors get their way.


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