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

This event is open to all attendees, so bring a guest and join us.  Membership is not required.

Sign up here for Portland: May 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.