Join ACA and Lowenstein Sandler, including Lowenstein partner Scott H. Moss, for a discussion on regulatory and industry trends related to marketing and performance advertising.

In particular, the webcast will address:

  • Performance advertising (actual and hypothetical)
  • Case studies
  • Solicitation arrangements, including distinguishing publishing arrangements from testimonials/endorsements
  • When and how to move to the new marketing rule
  • Private funds facing fundraising hurdles when marketing with intermediaries, such as placement agents, bank platforms, etc., due to regulatory changes
  • Trends for industry adoption of the GIPS® standards


  • Scott H. Moss, Partner; Co-chair, Fund Regulatory & Compliance, Lowenstein Sandler LLP
  • Shivani Choudhary, CFA, CIPM, Managing Director, Performance, ACA Group

Time: 12 p.m. ET