Speaking Engagement

Partners Kevin Neubauer, Daniel Bresler and Joseph Morrissey to speak on Private Funds CFO Webinar

Partners Kevin Neubauer, Daniel Bresler and Joseph Morrissey to speak on Private Funds CFO Webinar

Event Details
May 20, 2024
Speaking Engagement

Investment Management partners Kevin Neubauer, Daniel Bresler and Joseph Morrissey will speak on a Private Funds CFO webinar titled, “Marketing Rule: Performance Presentations: 18 Months Post-Compliance Date,” on May 20. The partners will present performance on marketing decks while staying compliant with the marketing rule. During this virtual session, we will address the key considerations for private equity managers when using performance presentations in marketing their advisory services.