Pitfalls of Operations/Management of Specialty Asset

Pitfalls of Operations/Management of Specialty Asset

Kip West – Chief Operations Officer, PDS Services

Unlike some asset classes, specialty assets can be a major headache for the operations and administrative staff of any fiduciary organization who does not have a separate special assets division or outside service provider. This webinar explores the pitfalls and handling of unique situations the assets create including revenue/expense processing, valuations, tracking timed events and ensuring all the boxes are checking according to your compliance requirements.

Pitfalls CE Application
Pitfalls Handbook
Pitfalls PowerPoint