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Title

Investment Trustee Education Workshop

Event Description

Join CFA Society Portland and local industry leaders in a May Putting Investors First event: Investment Trustee Education Workshop

Presenters
:
Daniel A. Rogers, PhD, CFA, CAIA, FRM
Jiangning (Jen) Plett, CFA, CAIA
Karen M. Harding, CFA
 

This workshop and networking reception is ideal for new trustee members of investment boards or trustees with little formal investment experience.  As trusted financial partners, invite your trustee clients to an afternoon of independent, unbiased investment education sponsored by the CFA Institute.  Trustees can increase their understanding of important investment terms and concepts and equip themselves to more effectively engage in diligence, deliberations and tough decisions that impact retirees and nonprofit funding for decades to come.

Topics include:
  Governance and Fiduciary Duty
  Investment Instruments – Understanding Unique Characteristics and Risks
  Fundamentals of Investment Management and Portfolio Evaluation

Sign up here for Portland:
Nay 29, 2019
The Standard Insurance Center Auditorium
900 SW Fifth Avenue, Portland 
3pm to 4:30, followed by a networking reception
$25 Members/Investment Board Members
$45 Nonmembers

Sign up here for Seattle:
May 30, 2019 
The Rainier Club
820 Fourth Avenue, Seattle 
3pm to 4:30, followed by a networking reception
$25 Members/Investment Board Members
$45 Nonmembers

Attendees will receive the book, A Primer for Investment Trustees.

This Putting Investors First event is a collaboration of CFA Society Seattle and CFA Society Portland.

Event Type

Society

Education Topic

 

Start Time

5/29/2019 3:00 PM

End Time

5/29/2019 4:30 PM

City

Portland

State/Province

OR

Event Country

USA

Event Region

Americas

Location Info

​Standard Insurance Center Auditorium
900 S.W. Fifth Avenue
Portland, Oregon 97204

Speaker

 

CE Credits

Yes

SER Credit

No

Currency

US

Member Price

$25

Non-Member Price

$45

Candidate Price

25.00

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 4/26/2019 11:41 AM by melanie.lewis@thede-culpepper.com
Last modified at 5/15/2019 2:28 PM by melanie.lewis@thede-culpepper.com