Institute for International Research

An unrivaled opportunity for investment professionals to work in cooperation
towards managing evolving hedge fund regulation and tax legislation

With the alternative investment industry facing increasingly heightened regulatory and tax oversight, hedge funds come under intense congressional scrutiny with an emphasis on transparency and exposure to vulnerabilities. Concurrently, the milestone election year has initiated potential changes in tax legislation with considerable implications for the hedge fund community. Key fund executives must remain aware of the changing environment and work collectively to maintain optimal fund performance, as the complexity and inter-reliance of their responsibilities continue to grow.  

At the Hedge Fund Taxation & Compliance Forum you will learn effective methods for working together to minimize legal & financial liabilities, ensure hedge fund compliance and gain a critical update on the latest developments:

• Managing globalization and competition
• Assess the implications of Election 2008
• Discover the scope of congress inquiry into hedge fund tax abuses
• Valuation risks & pricing of hard-to-value securities
• Compliant and competitive hedge fund compensation
• Insight on legislative proposals
• EXCLUSIVE case-study examining the implementation & impact of FIN 48 disclosures on a hedge fund

FEATURING JOB-SPECIFIC WORKSHOPS & TRACKS TARGETED TO YOUR RESPONSIBILITIES

Special Track for the CFO / Financial Operations:

• IRS Hedge Fund Audit Manual
• Considerations in Building an Internal Tax Function 
• New Reporting Requirements and Filing Complexities
• Global Trends, Trade Risks and Tax Strategies

Special Track for the CCO / Compliance Operations:

• SEC Audit Survival Guide
• Building Effective Risk Management & Due Diligence Teams
• Hedge Fund Performance Presentation and Disclosure
• Building a Culture of Compliance: The Changing Role of the CCO

*FULL AGENDA AND SPEAKER LIST NOW AVAILABLE*