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The Trusted Professional

Christina Catalina, Advisory Services Director, Quoted in The Trusted Professional Article "Committees Host SEC Reps During Joint CPE Session"

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In a first-its-kind meeting, members of four NYSSCPA committees — Investment Management Family Office, Investment Companies, Private Equity and Venture Capital — held a joint continuing professional education session on Jan. 8. The event featured speakers from the SEC, who provided regulatory updates, as well as a portfolio manager from an asset management company who gave an overview of due diligence in investment management.

Christina K Catalina, the Investment Companies Committee chair, said that she and Dov Braun, the Investment Management Committee chair, often worked together an projects. When they discussed holding a joint session, Braun suggested they invite other committees to take part, with the goal of sharing resources and networking, she said.

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