On November 10, 2010, Covestor hosted the first model manager Compliance Webinar featuring Chief Compliance Officer, Anne Dewey and Director of Manager Relations, Eric Esterkin.
The Webinar covered the dynamics of our relationship with model managers, our compliance requirements and specific examples addressing the most common misconceptions.
If you have questions about our compliance process, please watch the Webinar below or feel free to contact Manager Relations.
Covestor Compliance Webinar from Covestor on Vimeo.