This session will go into best practices for fiduciaries to meet their duty of prudence and duty of loyalty when evaluating investments or investment strategies.

Topics will include:

• What is the duty of prudence and duty of loyalty in the investment context?
• Uniform Prudent Investor Act and Employee Retirement Income Security Act
• Trustees of pensions, charities and private trusts decision in making investments (including ESG factors in investing)
• Liability and risk mitigating factors
• Recent DOL ESG proposed regulations as compared to SEC guidance
• Risk-return analysis of a proposed investment

Program Chair/Speaker:

• José M. Jara, Fox Rothschild, Morristown, NJ

Speaker:

• Damarr M. Butler, Jones Day, Washington, D.C.

CLE credits are available. Please note there is a cost to attend.