University of Texas School of Law

eCourse

“Master Class” for Nonprofit Organizations: Investment Policies and Portfolios

Contains material from Feb 2020

Technical Questions?
512.475.6700
service@utcle.org
System Test
Discussion of how foundations and endowments should consider asset allocation, spending policy, and advisory relationships within the context of fiduciary duties and spending requirements.
Preview mode. You must be signed in and have
purchased this eCourse to have full access.

Total Credit Hours:
1.50     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 2/28/2021

Includes: Audio Paper Slides

$75  

Preview Sessions
Credit Hours
1. Investment Policies and Fiduciary Duties (Feb 2020)

Catherine Lee Clarke, Tina Lundy Melo

1.50 0.00 0.00 1.50  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 92 mins
Paper (pdf) 7 pgs
Paper (pdf) 1 pgs
Slides (pdf) 20 pgs

SESSION 1 — 92 mins, credit 1.50

Session 1:

Investment Policies and Fiduciary Duties (Feb 2020)

Discussion of how foundations and endowments should consider asset allocation, spending policy, and advisory relationships within the context of fiduciary duties and spending requirements.

Originally presented at: Jan 2020 Nonprofit Organizations Institute

Catherine Lee Clarke, Hirtle, Callaghan & Co., LLC - Houston, TX
Tina Lundy Melo, Fizer Beck - Houston, TX