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Portfolio Management, Risk and Restrictions

October 19, 2012

ACA’s Fall 2012 Compliance Conference

Resources

Sutherland Partner Michael Koffler participated in a discussion of current issues and best practices surrounding the management of client portfolios at  ACA’s Fall 2012 Compliance Conference.  The discussion covered:

•Compliance with investment mandates and restrictions.
•Best practices for assessing risk tolerance of clients and monitoring portfolio risk.
•Best practices and regulatory requirements for document creation and maintenance surrounding the portfolio management function.

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Sutherland Asbill & Brennan LLP is an international law firm helping the Fortune 100, industry leaders, sector innovators and business entrepreneurs solve their biggest challenges and reach their business goals. Dedicated to unfaltering excellence in client service, we are known for our business savvy and industry intelligence, providing creative and custom solutions for each of our clients. Industry and business experience makes the difference for our clients.

click to watch Videocast: Sutherland SALT Scoreboard – 2nd Quarter Highlights
Videocast: Sutherland SALT Scoreboard – 2nd Quarter Highlights
Washington, DC
Elizabeth S. Cha, Associate
Washington, DC
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