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Ashland Learning Center

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


Your Ashland Learning Center Contact:

Lorene Sanford
Webinar Coordinator
Ashland Partners & Company LLP
Direct:   (541)  842-2708
eFax:  (503)  213-7245
lorene@ashlandpartners.com

Stephen S. Sobhi
Director of Client Relations
Ashland Partners & Company LLP
Direct:   (617)  367-4383
Mobile:  (617)  777-3342
steve@ashlandpartners.com



What Our Clients Say

I am glad to have attended the enjoyable and informative Ashland Partners conference in Chicago. Our firm has recently become an Ashland Partners client and this conference not only solidified my confidence in the strength of their knowledge but also provided me access to several other firms working through the same concepts we are.

Henderson Global Investors (North America) Inc.


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