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Events
| | 2007 |
Lee N. Price awarded Daniel J. Forrestal Leadership Award for Professional Ethics
and Standards of Investment Practice by CFA Institute
|
| 2003 |
Revisions to after-tax standards for separate accounts adopted by AIMR Board
and endorsed by IPC with implementation date of January 1, 2005
|
| 2001 |
After-tax standards for mutual funds adopted as the last official act of the
Clinton Administration
|
| 2000 |
AIMR Subcommittee reconvenes to address SEC initiative and address constructive
criticism of existing standards
|
| 2000 |
SEC launches document for public comment
|
| 1999 |
$350 billion of capital gains distributions from mutual funds causes Congress
to take notice
|
| 1994 |
Lee N. Price & Robert E. Pryne
lead AIMR's first Subcommittee on After-Tax Reporting as a result of demand from
sponsors of nuclear decommissioning trusts |
Speaking Engagements
| | 4/22/2006 |
After-Tax Presentation Standards and Benchmarks to Boston Society
of Security Analysts (now CFA Boston)
|
| 12/8/2005 |
Gaining Clients via After-Tax Performance to Ashland Accounting
Conference New York, NY
|
| 12/1/2004 |
After-Tax Presentation Standards and Benchmarks to Financial
Research Association at Amelia Island
|
| 10/25/2004 |
Gaining Clients via After-Tax Performance to PAICR
2004 regional Seminar at Houston, TX
|
| 8/9/2004 |
Gaining Clients via After-Tax Performance to Ashland
Accounting Conference at Medford, OR
|
| 11/25/2003 |
Gaining Clients via After-Tax Performance to New York
Society of Security Analysts at New York, NY
|
| 1/15/2002 |
Gaining Clients via After-Tax Performance to Philadelphia
Society of Security Analysts at Philadelphia, PA |
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