Join us either virtually or in our offices on Wednesday, May 27th, 2026 for Orical's breakfast briefing.

If you plan to join us in person, please note that space is limited. Please email zaslanian@orical.org to reserve your spot.

Doors open at 8:30 AM

About the Event:

Join us for a breakfast briefing hosted by Orical LLC on May 27 at 9:00 AM, featuring special guest Eric A. Schultz of Reliant Fund Services. This session will focus on what SEC scrutiny means for investment managers right now: a practical look at today’s SEC priorities— and what they mean for your firm.

The discussion will explore how SEC exam focus is shifting and what firms should expect, examine where firms are getting caught on fraud, disclosure, and conflicts issues, and outline what examiners are looking for regarding reconciliation and recordkeeping.