Jonathan Forman Presents Webinar on Valuation and Trade Errors

News / March 29, 2018

Counsel Jonathan Forman will be a presenter for the NRS webinar “Two Trading Compliance Challenges: Valuation and Trade Errors” at 1 p.m. EDT on April 10, 2018. This session 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.