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Our Take Live 2015: Event hosted by Cipperman Compliance Services featuring financial industry experts is a success

Nearly 80 attendees viewed presentations covering issues of importance to fund managers, including developments in the regulatory environment, and the methodology of creating valuation for asset management firms.


King of Prussia, PA, November 12, 2015 – Todd Cipperman, principal of Cipperman Compliance Services (CCS), hosted the 8th in a series of professional lunch-and-learn events. Attended by nearly 80 members of the local fund management community, the event at Maggiano’s Restaurant, King of Prussia, was considered a great success by Mr. Cipperman and the other participants.

“Our Take Live” was launched in 2013 by CCS to share the opinions, predictions and recommendations of industry experts, information of critical interest to its audiences of fund and money managers. The format generally includes an overview of regulatory developments (with an assessment of their importance) presented by Mr. Cipperman, followed by a presentation of related interest delivered by guest experts, and a wrap-up in which Mr. Cipperman’s shares his industry forecast for the months and year ahead.


The subject of the November 12 presentation given by guest experts Tom Peters and Jennifer Kreischer, both of Miller Kreischer LLP, was “Creating Value in an Asset Manager.”

CCS is making the three presentations featured at the November 12 “Our Take Live” available online after filling out this form.