Tracey Winters
President, Fairview Investment Administration
Tracey primarily manages fund accounting operations.
Tracey primarily manages fund accounting operations.
Before Tracey Winters joined Fairview in 2007, she managed various departments at a fund administrator, which has given her broad experience with mutual funds, hedge funds, governmental and nonprofit investment pools, and insurance pools. She has a strong background in portfolio accounting, financial statement preparation, and tax reporting.
Reminder that the Annual GIPS Compliance Notification Form Deadline is June, 30, 2025.
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On May 19, 2025, SEC Chair Paul Atkins gave a speech during his first SEC Speaks conference as SEC Chairman. In his remarks, Atkins covered the SEC’s current priorities, most of which should come as no surprise: innovation at the SEC, cryptocurrency, FinHub, investing in private funds, and the Consolidated Audit Trail (CAT). More details on each are included below.
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As we approach the mid-point of 2025, two compliance deadlines stand out for compliance professionals, amended Regulation S-P and FinCEN’s Anti-money laundering/countering the financing of terrorism Rule (the “AML/CFT” Rule).
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