• Understanding fiduciary duties under ERISA and trust law
• Defining the roles of trustees and investment professionals
• Reviewing core investment principles and asset classes
• Learning how to read performance reports
• Identifying key questions to ask advisors
• Strengthening oversight through policy and governance

Speakers:
José M. Jara, Counsel, Fox Rothschild
William Torre, M.B.A., CFA, CAIA, Partner, Marquette Associates, Inc.

Please note that there is a cost to attend.