What mutual fund board members need to know to protect themselves - and fund shareholders
Cybersecurity risks. Business model disruptions. Valuation questions. Regulatory and compliance complexities. Tax reform fallout. All of these issues impact mutual funds and the individuals who sit on their boards of directors.
These were among the topics addressed at KPMG's Audit Committee Institute Mutual Funds Program in New York City, which took place in January 2018. The speakers and panelists, which included mutual fund board members, and an attorney who advises numerous mutual funds, and KPMG professionals, offered observations, insights, forecasts, and advice regarding the challenges facing mutual funds and their boards.
This article offers a recap of the program.
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Principal, Washington National Tax
Principal, Cyber Investigations