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The Knowledge Group Has Scheduled a Live Webcast on Form ADV Reporting and Disclosure Amendments: Are You Ready for What Lies Ahead?

New York, NY, December 28, 2017 --( The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, announced today that it has scheduled a live webcast entitled: “Form ADV Reporting and Disclosure Amendments: Are You Ready for What Lies Ahead? Li ve Webcast.” This one and a half hour event is scheduled on Thursday, January 18, 2018 @ 3:00 PM to 5:00 PM (ET)

Event Synopsis:
Pursuant to the Form ADV reporting and disclosure amendments adopted last 2016, investment advisers are now held to submit new requirements in their upcoming registrations. The new rules, which included three key changes, specifically require investment advisers with additional information on Part 1A of Form ADV regarding their separately managed accounts (SMAs) and advisory business. Additionally, new disclosure obligations on related private fund advisers with a single advisory business (umbrella registrations) are also imposed.

With reporting and disclosure changes dawning for future registrations, it is imperative that investment advisers have a firm transition plan as early as now. Efficiently facilitating these new requirements can be of big help in such implementation.

In this live webcast, a panel of key thought leaders organized by The Knowledge Group will provide an overview of the new Form ADV reporting and disclosure requirements to help you understand its critical elements and the changes it will set forth. Speakers will also offer best practices in developing an efficient transition plan to facilitate implementation.

Key topics include:

2016 Form ADV Amendments
Key Changes:

Separately Managed Accounts
Advisory Business
Umbrella Registration

Additional Disclosure Amendments
Transition Guide

· What Lies Ahead
Speakers/Faculty Panel:
Katten Muchin Rosenman LLP
David Y. Dickstein

Willkie Farr & Gallagher LLP
Anne Choe

Richards Kibbe & Orbe LLP
Kimberly M. Versace

For an updated list of the faculty panel, please visit:

About The Knowledge Group/The Knowledge Congress Live Webcast Series
The Knowledge Group, brings together the world's leading authorities and industry participants through informative two-hour webcasts that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.

Visit for further information and inquiry.
Contact Information
The Knowledge Group
Thomas LaPointe, Jr., Executive Director
Therese Lumbao, Director
Account Management & Member Services

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