Expense allocation decisions are made by investment managers around the world every day.  These important decisions will be highly scrutinized by investors and regulators alike.  AIMA’s new Expense Allocation Guide brings together in a single place the collected wisdom of regulators in multiple jurisdictions as well as providing insights about investor preferences in regard to certain types of expenses. 

Please join AIMA and the sponsor of the new Expense Allocation Guide, Well Fargo Securities, for the launch of the new guide, where a panel of industry experts will provide their further insights into this interesting area, followed by a networking reception.

Moderator:
Wendy Beer, Managing Director, Wells Fargo

Panelists:

• Jason Meklinsky, Global Head of Business Development, Hedgeserv
• Jud Howson, Managing Director, Wells Fargo
• Ryan Munson, Partner, EY
• Smriti Kodandapani, Associate, Proskauer
• Vincent Molino, Principal, Mercer

Sponsored by: