4g. ALL – Off-Channel Communications Talk Group (Small to Medium Firms) - (CLOSED)

This interactive group discussion will focus on issues related to off-channel communications for small to medium-size firms. This moderated discussion will focus on best practices and approaches firms have taken related to off-channel communications. It may look at the pain points firms are having in addressing this issue and how tools and technology may be able to help. Attendees are encouraged to share their experiences and learnings within this talk group.

This session is not eligible for continuing education credits.  Seating is limited. 

This session is closed to both regulators and members of the press.


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4f. PF - Marketing and Sales of Private Fund Interests (Intermediate - OPEN)

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4h. ALL – Off-Channel Communications Talk Group (Large Firms) - (CLOSED)