Community Conversation – SEC Marketing Rule FAQ
Mar 25 Mon · 2024 2:30pm - 3:20pm EDT


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Event Summary

Cutter's member community is our industry's premier online forum for collaboration among peer firms. And when our online community discussions warrant digging a little deeper, we hold a Community Conversation. The new SEC Marketing Rule has generated several follow-up questions from Cutter members. On February 6, 2024, the SEC released an updated Q&A that specifically targets the treatment of net returns as it relates to private funds.

Because questions remain on the best approach to disclosing private markets performance, Cutter is hosting a conversation among its members to share experiences with disclosing this performance, whether firms have pulled sector-/asset-level performance from marketing materials, and what the next steps are as this rule is better understood and implemented.

Please join us on Monday, March 25, to talk with your peers about how you've interpreted these requirements and what other firms are doing to address them.



Andrew Jenkins

Director, Consulting

David Joyce

Director of Client Experience

Lisa Masten

Consulting Principal – Data and Analytics

Julie Snogren

Director, Consulting

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.