Join Ashland to discuss and learn about issues relevant to your firm's regulatory and compliance needs.
Upcoming Web Event
Risk-adjusted Performance Measurement
September 16, 2008 – 12:00 p.m. PDT/ 3:00 p.m. EDT
Presented by Carl Bacon
Join this hour-long, intensive session for professionals who wish to increase their technical knowledge and gain a broader understanding of the complete range of risk-adjusted performance measures most commonly used in the investment industry today.
Topics will include:
- Risk-adjusted Performance Measurement
- Return Distributions
- Risk-adjusted Measures for Hedge Funds
Cost: $179 Ashland Clients*
$199 All Others
*Please email Lorene Sanford at
alc@ashlandpartners.com to request a client discount coupon.
Click here to register and access recording
CIPM Learning Opportunities
Available August 15, 2008
Click here to order Ashland’s CIPM review materials
Or contact Lorene Sanford at
alc@ashlandpartners.com for additional information.
CIPM Examination Prep Course
These online, on-demand presentations are a convenient educational solution to complement CIPM reading materials and courseware. The web-based prep course consists of the following:
- Lectures on each of the Learning Outcome Statements
- Practice questions to test your knowledge of each lecture
- A full-size sample exam, similar in length and format to the CIPM exam.The Sample contains 100 questions for Principles and 80 item-set questions for Expert.
- Email Q&A access to the Ashland CIPM team through your test date
Principles or Expert
$495 for Ashland Clients / $695 for all others
CIPM Review Notes
This review book is organized in sequential order based on the Learning Outcome Statements (LOS). Each section clearly identifies the objectives that candidates must understand in each of the LOS and is immediately reinforced with practice questions. An answer key in the back of the book explains how the answers were determined.
- Summary coverage of each of the Learning Outcome Statements
- Practice questions to test your knowledge of each lecture
- A full-size sample exam that is similar in length and format to the CIPM exam. The Sample contains 100 questions for Principles and 80 item-set questions for Expert candidates.
- Email Q&A access to the Ashland CIPM team through your test date
Principles or Expert$195
Package Option
Want it all? Combine the effectiveness of the review options.
Prep Course + Review Notes
Principles or Expert
$550 for Ashland Clients / $750 for all others
On-Site Workshops
Tailored workshops that are ideal for training new staff or staff with new duties, These workshops can be provided in web-based or on-site formats to suit your specific training needs and time constraints.
Learn More
Please contact Kim Cash at Kim@ashlandpartners.com for more information or to schedule a workshop
Webinar Library
Fair Valuing Investment Assets
Recorded on: June 5,2008
Featuring Michael S. Caccese, Partner, K & L Gates and Xavier Urpi, CIO, Cypress Asset Management; moderated by Kimberly A. Cash, CFA and Timothy F. Peterson, CFA, CAIA, CIPM
How do a manager and a broker get to a fair price on a distressed asset that the
manager isn’t planning to sell? The GIPS standards Executive Committee is planning to
expand the definition of market value in the Standards’ glossary to include the notion of
fair market value for all assets. This session will cover SEC considerations and practical
challenges of fair market value pricing, as well as best practices for valuation policies,
and plenty of time for Q & A with a panel of experts.
View Recording: $49
Click here to register and access recording
SEC Hot Topics for RIAs
Recorded on: June 6, 2008
Presented by Matthew S. Hardin, J.D., Managing Director, Ashland Compliance Group, LLC
This session will provide an overview of the current regulatory front for RIAs,including a summary of comments submitted regarding the proposed changes to Part 2 of Form ADV, the top 10 focus areas of SEC examiners and proposed amendments to Regulation S-P.
View Recording: $49
Click here to register and access recording
Debt: A Primer on the (Under)rated Asset Class
Recorded on: December 4, 2007
Join industry experts Ron Olmstead and Phil Sindel from Olmstead Associates, for a test-drive of their Understanding the Securities Industry seminar. The seminar program is perfect for professionals new to the industry or seasoned staff constrained by the limits of their specific job functions and wanting to know more about the parts and players in the overall financial markets.
View Recording: $49
Click here to register and access recording
2008 Connections: Ashland Clients are Linked In
Recorded on January 8, 2008
Managing Partner Mel Ashland, President Toby Cochran and guest client Joel Conn, President & CIO, Lakeshore Capital, LLC cover significant developments to be provided to our clients in the year ahead.
Complimentary to Ashland Clients
Click here to request recording