Online Seminars

Reviewing past webinars is easy. You can download and listen now, or print the presentation and read it at your convenience.

Date Title & Summary  
November 13, 2013 J.P. Morgan's Analytics Lab – GIPS for Asset Owners
J.P. Morgan and The Spaulding Group discussed recent trends and issues in the areas of performance and risk measurement and compliance reporting. Additionally, this session discussed the application of Global Investment Performance Standards ("GIPS") for asset owners in light of the CFA Institute's forthcoming guidance expected for January 1, 2014.
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October 2, 2013 How will you meet TMPG recommendations to margin TBA Bonds by Year End 2013?
J.P. Morgan experts led an online seminar reviewing best practices, timelines and requirements related to margining TBA bonds.  
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September 24, 2013 FATCA Impacts on Your Business – Recent Updates
Experts from J.P. Morgan's Client Tax Services team led an online seminar examining Foreign Account Tax Compliance Act (FATCA) requirements and timelines, with an emphasis on recent developments.  
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June 17, 2013 Regulatory Impacts on Prime Brokerage Funding Costs and Implications for Hedge Fund Strategies
This replay of J.P. Morgan's call discusses key regulatory items, implications for prime brokerage funding costs, and the prospective impact on hedge fund financing and strategies.
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June 5, 2013 OTC Derivatives Regulation: Are You Ready for Central Clearing?
Listen to J.P. Morgan's seminar discussing the Dodd-Frank Act's regulation of OTC derivatives, OTC Clearing and the legislation requirements and timelines, with an emphasis on the impact to U.S. Pension Plan Sponsors.
 
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May 29, 2013 FATCA in 2013: Where are we now?

Rebecca Wolff, senior tax manager for J.P. Morgan, Asia Pacific provides insights into the latest in FATCA as prescribed by final regulations released on January 28, 2013. Key requirements include due diligence, reporting and withholding obligations that foreign financial institutions need to perform in readiness for FATCA implementation on January 1, 2014.
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March 13, 2013 AIFMD considerations for U.S. Managers 
J.P. Morgan's Kumar Panja, EMEA Head of Prime Brokerage Consulting moderated a panel with Leonard Ng, Partner at Sidley Austin and Sarah Bowles, Partner at Simmons & Simmons, addressing aspects of the Alternative Investment Fund Managers' Directive (AIFMD) that are of particular relevance to U.S. based managers.
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February 14, 2013 FATCA: Final Regulations Issued
Greg Cioffi and Tim Seward of J.P. Morgan's Client Tax Services led an online seminar discussing the Foreign Account Tax Compliance Act (FATCA) and the legislation's requirements, regulations and timelines, with an emphasis on recent developments including the January 17, 2013 release of long-awaited final regulations and the signing of new FATCA Intergovernmental Agreements. FATCA is designed to compel foreign financial institutions (FFIs) to provide information to the U.S. Internal Revenue Service (IRS) about U.S. persons who hold accounts with or interests in FFIs or non-financial foreign entities. 
 
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November 15, 2012 J.P. Morgan Analytics Lab featuring MSCI Indices
Listen to our online seminar about many issues faced by pension plans and other institutional investors. Karl Mergenthaler of J.P. Morgan discussed recent trends in the areas of performance measurement and analytics. Jennifer Bender, Ph.D., of MSCI Index Applied Research, discussed the use and implementation of economic exposure indices within a global equity allocation. 
 
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May 30, 2012 Asia Rising with Hong Kong Depositary Receipts
Recently, we hosted an online seminar on Hong Kong Depositary Receipts (HDRs), which provided the latest updates on listing and capital raising options on the Hong Kong Stock Exchange for issuers and market intermediaries.  
 
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May 24, 2012 408(b)(2) Requirements
On February 3, 2012, the Department of Labor issued the Final Rule for 408(b)(2) with an effective date of July 1, 2012. J.P. Morgan held an online seminar providing an overview of the regulation, discussing Worldwide Securities Services' requirements as a "covered service provider", and presenting our report disclosure approach.
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January 17, 2012 OTC Derivatives Regulation
J.P. Morgan's Don Thompson, Associate General Counsel, led a webinar discussing U.S. financial regulatory reform and the evolving OTC landscape.
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