Trading Other People’s Money (Recording/Slides)

04 Jun

Jun 04, 2015 at 4:15 pm EST


Recording

Recording notes: 1:14 length, stream or download (1.5 GB). The recording ends on the final slide content. The live Webinar continued on to audience poll questions, FAQs, audience Q&A and contact us information. Suggestion: View the slides and listen to the audio of the recording since the slides advance a little too fast in the recording.

Slide Presentation

Description:

Starting an investment management business is an attractive opportunity for successful traders. Join investment management tax expert Robert A. Green CPA of Green NFH and securities/futures attorney Brent Gillett of InvestmentLawGroup.com to learn more about:

* When an investment manager needs licensing and registration.

* The difference between rules for securities (SEC and states) vs. futures and forex (NFA).

* Separately managed accounts vs. pooling investor money in a hedge fund.

* Incubator funds.

* An overview of legal agreements, disclosures and disclaimers you need for investor protection.

* Tax, accounting and audit requirements for hedge funds.

Q&A

We invite you to register and attend the live presentation at no charge. We will record the session and perhaps publish a recording for viewing afterwards.

Testimonials

Great communication. Always easy to reach and knowledgeable in answering questions. 

w

Close