Lunch & Learn presented by Nexus Law. Protecting trustees and fiduciaries using Investment Policy Statements
Name:
Lunch & Learn presented by Nexus Law. Protecting trustees and fiduciaries using Investment Policy Statements
Date:
October 16, 2018
Time:
12:30 PM - 2:30 PM EST
Website:
https://nexuslawyers.com.au/
Registration:
Register Now
Event Description:
These Nexus Lunch & Learn events are designed as learning opportunities for Nexus' interdisciplinary network of professionals.
Protecting trustees and fiduciaries using Investment Policy Statements
To those who came to our last few Lunch & Learns - thank you. The feedback we received was superb so we will be continuing to make this a permanent fixture in our diaries. For those who are new - we hope you are free to join us.
This month, we will hear from Matthew Lock, Principal and CEO of Stewards Family Management Group. Matthew will take us through how to protect trustees and fiduciaries using Investment Policy Statements.
Topics to be covered include:
- Trustees at risk: What are the legal liabilities for trustees in relation to investments?
- How do well drafted Investment Policy Statements (IPS) help trustees meet these obligations?
- What does an IPS look like, and how to develop sound decision making policies to aid trustees.
Event Media:
