Course Handbook   Course Handbook

Broker-Dealer and Adviser Regulatory Compliance Forum 2013

Publication Date: February 2013 Number of Volumes: 1
ISBN Number: 9781402419430 Page Count: 326 pages

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Download: Table of Contents   Index

Broker-Dealer and Adviser Regulatory Compliance Forum 2013 TOC
Chapter 1: Structuring and Selling Structured Products Anna T. Pinedo ~ Morrison & Foerster LLP
Chapter 2: Structured Thoughts 2012 Anna T. Pinedo ~ Morrison & Foerster LLP
Chapter 3: Good Walls, Better Compliance: OCIE's Report Anna T. Pinedo ~ Morrison & Foerster LLP
Chapter 4: FINRA Commences Sweep Request Relating to Conflicts of Interest Anna T. Pinedo ~ Morrison & Foerster LLP
Chapter 5: Protection in the Firing Line Anna T. Pinedo ~ Morrison & Foerster LLP
Chapter 6: Investment Adviser Advertising Developments: Focus on the JOBS Act Jesse P. Kanach ~ Shearman & Sterling LLP
Chapter 7: The Investment Lawyer--Advertising Rules for Private Funds: A Post-JOBS Act Primer: Part 1 of 2 Jesse P. Kanach ~ Shearman & Sterling LLP
Chapter 8: Overview of Recent FINRA Rulemaking Regarding Communications with the Public and Suitability Obligations Stephanie R. Nicolas ~ WilmerHale LLP
Chapter 9: Offering Cross-Border Investment Products and Advisory Services to Clients in Latin America Christopher D. Christian ~ Partner, Dechert LLP
Chapter 10: FINRA's Newsroom Speeches: Remarks from Susan F. Axelrod, Executive Vice President, Member Regulation Sales Practice, at PLI's Seminar on Broker-Dealer and Enforcement 2012 Clifford E. Kirsch ~ Sutherland
Chapter 11: FINRA's 2012 Annual Regulatory and Examination Priorities Letter Clifford E. Kirsch ~ Sutherland
Chapter 12: Conflicts of Interest and Risk Governance: Remarks from Carlo V. Di Florio, Director, Office of Compliance Inspections and Examinations, U.S. Securities and Exchange Commission, Before the National Society of Compliance Professionals Clifford E. Kirsch ~ Sutherland
Chapter 13: Address at the Private Equity International Private Fund Compliance Forum: Remarks from Carlo V. Di Florio, Director, Office of Compliance Inspections and Examinations, U.S. Securities and Exchange Commission Clifford E. Kirsch ~ Sutherland
Chapter 14: Index to Broker-Dealer and Adviser Regulatory Compliance Forum 2013

Course Handbook from the program Broker-Dealer and Adviser Regulatory Compliance Forum 2013, held February, 2013.

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