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RSM’s Investment Industry Summit Resource Center

Shaping the future–together: Industry leaders gather to share, learn

RSM’s 7th Annual Investment Industry Summit included events in New York and Chicago in 2015. Attended by more than 600 C-level executives, financial services executives within alternative investment, and private equity firms, broker-dealers, institutional investors and other investment leaders, these industry front-runners enjoyed the chance to network and share insights, best practices and concerns regarding the complex tax and regulatory landscape they are facing today. The following articles highlight key issues addressed at this year’s summit.

INSIGHT ARTICLE

Steady growth, higher interest rates headline the economic forecast

RSM chief economist Joe Brusuelas shares his outlook for employment, growth and interest rates—plus five global risks that bear watching.

INSIGHT ARTICLE

Cybersecurity: A new frontier in fiduciary duty

What financial services companies need to know about today’s cybersecurity threats and how to address them.

INSIGHT ARTICLE

To catch a thief: How the FBI targets insider trading

Go inside the FBI and SEC crackdown and learn how the FBI has helped the SEC target insider trading.

INSIGHT ARTICLE

CCO responsibilities broadening, deepening

CCOs in investment companies must juggle multiple roles to keep the SEC happy and their firms safe.

INSIGHT ARTICLE

CFO roles are expanding as technology drives innovation

Learn how CFO roles are expanding to include IT and strategy as technology transform businesses.

INSIGHT ARTICLE

7 tax issues investment companies should track in 2016

Key tax developments that investment companies should track in 2016.

INSIGHT ARTICLE

3 hot audit topics for investment companies in 2016

Rule changes regarding valuation disclosures, statement of cash flows and independence are key audit issues for investment companies in 2016.

INSIGHT ARTICLE

Capital introduction and due diligence

What are institutional investors looking for when they contemplate investments with new funds?

INSIGHT ARTICLE

What regulatory and tax changes mean for the UK investment industry

Learn how tighter regulation and changes in tax regimes are affecting the investment industry in the U.K.

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Investment Industry Insights

The quarterly newsletter follows developments in accounting and finance and places them in the context of current events and changes in economic and marketplace trends.

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