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SUMMARY:Webinar: Best Practices to Implement the New Advertising and Cash Solicitation Rules
DESCRIPTION:Greyline will be hosting a panel discussion on the new marketing rule and considerations for implementation from a consultant\, legal and CCO perspective. The webinar will be presented to the Bay Area CCO Committee group\, and it is open to the entire financial services community. \nSpeakers\nAnnie Kong\, Senior Vice President\, Greyline\nAnnie Kong is a Senior Vice President at Greyline. She provides ongoing compliance consulting to investment advisers and assists in the management of client relationships. Prior to joining Greyline\, Annie was part of compliance and operations at a long-only manager-of-managers that advised pension fund clients. While there\, she conducted compliance and operational due diligence on SEC-registered investment advisers on the platform. She also oversaw and counseled on various legal matters across the firm. Annie has a B.A. in Economics from the University of California\, San Diego\, and a J.D. from the University of San Diego School of Law. She is an active member of the State Bar of California. \n\nChristina Hamilton\, Partner\, Shartsis Friese\nChristina is a Partner at Shartsis Friese in the corporate department. She specializes in representing investment advisers\, including advisers to hedge funds and other private investment funds\, and traditional advisers to separately-managed accounts. Her services include organizing and structuring investment management firms and U.S. and offshore private investment funds\, negotiating and documenting investment advisory agreements with institutional investors\, counseling on federal and state regulatory issues\, and assisting with regulatory examinations and ongoing compliance matters. Christina also provides advice on general business matters that arise for investment advisers\, including employment\, consulting\, compensation\, strategic planning and marketing arrangements. Before joining the Shartsis Friese\, Christina was a vice-president at Banc of America Securities LLC\, serving initially in the compliance department and later in trading supervision. \n\nSean Kreiger\, Chief Compliance Officer\, Jackson Square Partners\nSean serves as Chief Compliance Officer for Jackson Square Partners\, an investment adviser registered with the U.S. Securities and Exchange Commission managing approximately $28 billion of assets under management. Sean started his professional career as an attorney with the Division of Enforcement of the U.S. Securities and Exchange Commission\, followed by several years in private practice in the New York office of the law firm of K&L Gates. He then used this background to transition his career into a variety of legal and compliance roles in the asset management industry. This experience included roles as the CCO of a multi-strategy hedge fund manager in New York and in legal and compliance roles at AIG Investments and Babson Capital Management in Boston. Prior to joining Jackson Square\, Sean spent three years as general counsel and chief compliance officer of a multi-billion-dollar\, San Francisco-based asset manager. \n\nFor more information\, please contact Jessica Larbie at jlarbie@greyline.co.
URL:https://webdev.801red.com/event/webinar-best-practices-to-implement-the-new-advertising-and-cash-solicitation-rules-2/
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