Conference Materials

2015

Proxy Voting Due Diligence

Wednesday, April 22, 2015 10:30 AM - 11:30 AM

Speaker

Elizabeth O'Hanlon

EDWARD JONES TRUST COMPANY
St. Louis, Missouri

Speaker Bio

Session Description

This session will address the traditional proxy voting responsibilities of fiduciaries (specifically for investment advisers and bank fiduciaries), the robust SEC regulations regarding proxy voting, and the recent SEC guidance regarding the retention and oversight of proxy advisory firms. We will also review the steps involved in developing and implementing a strong proxy voting compliance program.

Session Material

Presentation