KNOWLEDGE CENTER

Panelists

Philip Masterson, Senior Vice President and Managing Director, SEI

Brian Forrester, Partner, Deloitte

Paul Dobbyn, Partner, Maples and Calder

Phillip Chapple, Executive Director, KB Associates

Knowledge Center Archive

Jul
25
2012

Analyzing the Complexities of Bank Debt Investments: Operational, Legal & Accounting Best Practices

SEI partnered with HFMWeek to host a best practice panel on bank debt investments. In this event replay, the panelists comprehensively address accounting, legal and operational perspectives, including a discussion of the data challenges investment managers face in the asset class and the key technology and automation trends.

The video replay covers:

  • Key legal and accounting considerations & best practices
  • How to improve your operational processes
  • How data consolidation can help deliver more meaningful reporting

Download the complete transcript from the conference or listen to the video replay below:

  • Part I:  The Bank Debt Market Opportunity & Trends
  • Part II:  Regulatory Landscape & Legal Considerations
  • Part III:  Key Accounting Issues
  • Part IV:  Overcoming Operational Challenges

 

Part I:  The Bank Debt Market Opportunity & Trends

 

 

Part II: Regulatory Landscape & Legal Considerations

 

 

Part III:  Key Accounting Issues

 

Part IV: Overcoming Operational Challenges