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Community Event and Regulatory Conference Call

Please join us on Wednesday September 23, 2009 at 11:45 AM for the Investorside quarterly community event.

Location: FactSet (conference room), 90 Park Ave (between 39th & 40th)

Our fall community event will feature:

  • FactSet'snew "Trade Ideas Exchange": This new feature allows Institutional Salespeople the ability to transmit their best trade ideas to their buy side clients in a format and distribution mechanism that is controlled by the research provider. Trade Ideas Exchange enables research provider’s the opportunity to track performance and prove their value to the buy side. As an introduction to our meeting, TJ Jetnil will briefly discuss the Trade Ideas Exchange. As a follow up, FactSet will provide a web demonstration to Investorside members who are interested in learning more about the product in a subsequent conference call at a date to be determined.
  • Registered Investment Advisor Regulatory Update: Join Will Edick, partner with the prestigious Washington, DC law firm of Pickard & Djinis, who will speak about the general requirements for registration as a state and/or SEC registered investment advisor. Mr. Edick will also touch briefly on recently proposed initiatives by the SEC to strengthen regulatory oversight of Investment Advisors (IA’s) that may change the responsibility of registration and regulatory oversight.

For those members who cannot attend personally, you may access both presentations via conference call. A number and access code will be sent to those members who request it.

Please RSVP by responding to this email or call Pat Shea at 877-834-4777.