Webinar

Fair Value & Price Transparency: Preparing for SEC 2a-5

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With the September deadline for SEC 2a-5 fast approaching, asset managers are grappling with its impact on their pricing workflows. Join Bloomberg for a panel discussion with Pricing, Regulatory and Market specialists, as we discuss the rule, the challenges it presents and what we are hearing from our clients.

Discussion Topics:
  • Overview of the SEC 2a-5 Rule
  • Differentiating SEC 2a-5 from previous accounting and regulatory rules
  • Key Challenges & Feedback from the Market
  • What we are hearing from client and How Bloomberg can help
  • Impact on BVAL Evaluated Pricing Service

Speakers

Zara Basmadjian

Enterprise Data Risk & Valuation Specialist

Bloomberg L.P.

Zara Basmadjian is a Risk and Valuations Specialist within Bloomberg's Enterprise Data division. In her current role, she partners with clients and prospects to provide solutions that meet their pricing, valuation and risk assessment needs. She has over 12 years of experience working with and at buy-side and sell-side firms. Prior to joining Bloomberg, Zara worked at IHS Markit as a Product Specialist focused on their Totem offering.

Peter R. Brown Jr.

Head of North America Industry Intelligence

State Street

Peter is Head of North America Industry Intelligence at State Street. In this role he focuses on thought leadership and industry intelligence for clients, including operational efficiency, regulatory insights, product expertise, and cross-product opportunities. His prior experience includes Strategy and Transformation initiatives across operations, sales, product, and client service with a focus on improving client outcomes and efficiency. Peter started at State Street leading a team that provided corporate governance and regulatory products to hedge funds, business development companies, mutual funds, and ETFs.

Scott Coulter

Global Product Manager, Accounting & Regulatory

Bloomberg L.P.

Scott Coulter is the Global Product Manager responsible for Bloomberg's Accounting & Risk data. In this role, he works with the broad industry to develop solutions that leverage Bloomberg's data and calculators to help address accounting, risk and regulatory challenges. Scott leverages extensive experience in the financial services industry and expertise in accounting, regulatory and risk consulting to develop products that enable clients to efficiently manage risk and comply with regulatory standards.

Prior to joining Bloomberg, Scott most recently worked as a technical accounting and regulatory consultant at Ernst & Young LLP, specializing in a broad range of accounting and regulatory topics.

Tim O’Brien

COO, BVAL

Bloomberg L.P.

Tim is the COO of Bloomberg’s BVAL. He has previously been the Global Head of BVAL SecProd before moving into his current role. His experience has been across the Securitized Products space in roles like valuation, risk, structuring, trading, and portfolio management.

Ken Yanai

Regulatory Product Manager

Bloomberg L.P.

Ken Yanai is a Product Manger responsible for Bloomberg's Accounting and Compliance data and solutions. He works with various market players to develop, enhance and maintain the Accounting and Compliance data set and solutions. Prior to joining the Regulatory and Accounting Product team, Ken worked as a Risk, Valuation & Regulatory specialist sales in Japan leading initiatives including IFRS13 convergence and liquidity regulation for asset managers.

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