Advanced Investments

Session Date: 
May 9th, 2017 - 3:00PM4:15PM


This session will cover a variety of investment topics that are critical for attendees who perform audits or accounting and reporting roles for employee benefit plans with complex investment products and/or investment strategies. Repeat Session 22

Attendees will:

  • • Understand certain advanced investment structures and products unique to employee benefit plans (e.g. hedge funds, private equity and venture capital structures, securities lending, asset-backed securities and derivative products) 
  • • Identify the valuation methodologies for these types of investment structures and products
  • • Design an audit approach to address relevant assertions and risk

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Peggy Bradley Senior Vice President, Northern Trust, Chicago, IL 22, 56
Michele Weldon Partner, PricewaterhouseCoopers LLP, Boston, MD 22, 56
TBD 40, 51, 56, 75, 103
Steve VanSteenkiste CPA, Partner, Plante Moran PLLC, Southfield, MI 22, 56, 207

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2