eCourse
Exempt Organizations: Fiduciary Duty, plus Investment Management and Oversight
Contains material from Feb 2015
Exempt Organizations: Fiduciary Duty, plus Investment Management and Oversight
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Session 1: Fiduciary Duty: The Dos and Don'ts of Nonprofit Board Service and Their Advisers - Discuss the basic fiduciary duties and obligations applicable to Board members of a nonprofit corporation, training new Board members on their fiduciary duties and advising Boards on their obligations.
Session 2: Understanding Your Investment Portfolio - Understanding the elements of a prudent investment portfolio, terminology, the role of alternative investments and risk mitigation strategies.
Session 3: Investment Management and Oversight of Institutional Funds: Developing a Process for Fiduciaries - Identify the responsibilities of Boards and investment committees in overseeing investment decisions and examine the anatomy of an investment policy and applicable state regulation.
Session 2: Understanding Your Investment Portfolio - Understanding the elements of a prudent investment portfolio, terminology, the role of alternative investments and risk mitigation strategies.
Session 3: Investment Management and Oversight of Institutional Funds: Developing a Process for Fiduciaries - Identify the responsibilities of Boards and investment committees in overseeing investment decisions and examine the anatomy of an investment policy and applicable state regulation.
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1.
Understanding Your Investment Portfolio (Feb 2015)
Christopher E. Blume
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Session 1
—43 mins
Understanding Your Investment Portfolio (Feb 2015)
Understanding the elements of a prudent investment portfolio, terminology, the role of alternative investments and risk mitigation strategies.
Originally presented: Jan 2015 Nonprofit Organizations Institute
Christopher E. Blume,
Goldman Sachs Institutional Client Solutions - New York, NY
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2.
Investment Management and Oversight of Institutional Funds: Developing a Process for Fiduciaries (Feb 2015)
William F. Jarvis, Norman E. Nabhan
0.75
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0.00
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Slides
(pdf)
8 pgs
Session 2
—45 mins
Investment Management and Oversight of Institutional Funds: Developing a Process for Fiduciaries (Feb 2015)
Identify the responsibilities of Boards and investment committees in overseeing investment decisions and examine the anatomy of an investment policy and applicable state regulation.
Originally presented: Jan 2015 Nonprofit Organizations Institute
William F. Jarvis,
Commonfund Institute - Wilton, CT
Norman E. Nabhan,
Graystone Consulting - Houston, TX
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3.
Fiduciary Duty: The Dos and Don'ts of Nonprofit Board Service and Their Advisers (Feb 2015)
Jay M. Chadha
0.75
0.00
0.00
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Session 3
—40 mins
Fiduciary Duty: The Dos and Don'ts of Nonprofit Board Service and Their Advisers (Feb 2015)
Discuss the basic fiduciary duties and obligations applicable to Board members of a nonprofit corporation, training new Board members on their fiduciary duties and advising Boards on their obligations.
Originally presented: Jan 2015 Nonprofit Organizations Institute
Jay M. Chadha,
Norton Rose Fulbright - Houston, TX