Jonathan Forman a Speaker for Webinar Addressing Valuation and Trade Errors

News / March 26, 2019

Counsel Jonathan Forman will be a speaker for a webinar on April 2, 2019, sponsored by NRS. The webinar, “Two Trading Compliance Challenges: Valuation and Trade Errors” will provide guidance on what SEC examiners expect to see and will articulate best practices for addressing trade errors that are consistent with fiduciary standards. The webinar also will cover best practices for timely and accurate valuation of securities and other investments.

More information.