Upcoming Webinar

Automating Form PF Section 5 and 6 Reporting

Prepare for New Form PF Requirements for Hedge Funds and Private Equity Advisers

Wednesday, June 5th 2024
11:00 AM EDT – 12:00 PM EDT

Asset managers are grappling with the daunting task of reporting specific trigger events to the SEC within a 72-hour window, which is a significant departure from previous Form PF reporting timelines. Specific challenges include aggregating data efficiently from diverse sources and calculating triggers precisely.

In a new webinar, regulatory reporting experts from IVP will explain how automation can solve these issues. We will explore the IVP Regulatory Reporting Solution and see how automated data aggregation, data analysis/DQM checks, and event breach calculation and reporting can help meet new Form PF requirements efficiently. Join us to get answers to your specific Form PF Section 5 and 6 questions and find practical solutions to these issues.

AGENDA

  • Recent changes to Form PF Sections 5 and 6
  • Data requirements for Form PF Sections 5 and 6
  • Common challenges in implementation and breach monitoring
  • Leveraging automation for faster, more accurate reporting
  • How the IVP Regulatory Reporting Solution elevates the Form PF reporting process
  • Interactive Q&A session with IVP regulatory reporting specialists

SPEAKERS

Sreejay Bera
Senior Business Analyst, Indus Valley Partners

Shria Pandey
Associate Director, Indus Valley Partners

Registration Form

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