Pioneering Custody Solutions in the P2P Industry

Do you know who the SEC Custody Rule applies to, what a qualified custodian is or when & why you need one? This workshop discusses the need of a qualified custodian.


Meg Zwick
SVP and Private Fund Custody Services
Manager Millennium Trust Company

TommyJoe Valenzuela
SVP and Regional Director - West
Millennium Trust Company


May 5, 2014 - 4:35pm to 4:52pm