Complimentary for Members

February 5, 2026


Live Webcast


NASBA 1

Funds Secondaries Market Tech Session Webinar

February 5, 2026
Live Webcast
NASBA 1
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    Instructor

    Rory
    Mabin

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Describe the funds secondaries market and the role NASDAQ plays within it.
  • Explain the function of NASDAQ?s Funds Secondaries Team, including the Qualified Matching Service and IRC Section 7704.
  • Illustrate key concepts of the funds secondaries market through a case study.

Major Topics

  • Funds Secondaries Team at NASDAQ
  • Qualified Matching Service and IRC Section 7704
  • Case study

CPE Credits Available

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, Attorneys and Tax Practitioners in the alternative investment fund space.

Provider

Foundation for Accounting Education

This event has ended.