Conference Materials


Fiduciary Conduct

Tuesday, April 24, 2018 11:45 AM - 12:45 PM


Don Andrews

Partner & Global Practice Leader for Risk and Compliance
New York, New York

Speaker Bio

Session Description

Please join Don as he reviews key aspects of Fiduciary Re- quirements especially in connection with on-boarding relation- ships and on-going administration. Don will focus on issues such as the role of Trust Committees in reviewing proprietary investments and risky investment strategies. Don will also ex- amine the role of Compliance and Risk Management in connec- tion with these important issues.

Session Material

2018 Fiduciary Issues