You''re invited to join us for our ERISA fiduciary update. Network with other professionals as you learn about the following topics:
- Duty of Prudence
- Understanding who fiduciaries are at the quarterly meetings
- Controlling plan fees
- Monitoring investment performance
- Role of alternatives
- Duty of Loyalty
- Dealing with shareholders
- When vendors (bankers, brokers, investment providers) come calling
- Conflicts
Hosted By
Husch Blackwell
Francis Investment Counsel LLC
PNC Institutional Asset Management
Date and Time
Tuesday, December 13, 2016
7:30 a.m. – Check-in begins
8:30 a.m. - 10 a.m. – Program
Location
Husch Blackwell
33 East Main Street, Suite 300
Madison, WI 53701
Program
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8:00 a.m. - 8:30 a.m.
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Opening Commentary: Governance and Oversight Process
Michael W. Taibleson, Husch Blackwell
David W. Eckhardt, Husch Blackwell
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8:30 a.m. - 9:30 a.m.
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Panel Discussion: Duties of Prudence and Loyalty
Michael W. Taibleson, Husch Blackwell
Joseph Martin, AIF®, PNC Institutional Asset Management
Michael Francis, Francis Investment Counsel LLC
Karen L. Tidwall, Husch Blackwell
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9:30 a.m. - 10:00 a.m.
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Q&A
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Who Should Attend
Management, administration and investment personnel of ERISA retirement plans
Continuing Education Credit
Wisconsin CLE credit is pending.
Questions?
Contact Ashley Connell at 414.978.5351.