Pension Fund Trustee Training – Fiduciary Fitness

Hosted in Partnership with Berkeley Law

SUMMARY OF PROGRAM

The Council of Institutional Investors (CII) and the CFA Institute are pleased to offer the West Coast debut of their training program for new and experienced fund trustees.

This one-day course starts with fiduciary duties and ethics training based on real-life case studies. Trustees will hone their investment skills in “basic training” and in seminars on advanced topics such as private equity and understanding money manager fee structures. The course wraps up with a panel discussion on hot topics in fund governance.

TOPICS INCLUDE:

Emerging ESG pressures and practices
Investment management basics
Private equity & other alternatives
Advanced allocation techniques for fixed income allocation
Other hot topics

Please see agenda here.

Program Details

Who

Trustees who serve on boards of funds that are members of CII are welcome to register for the course at a special reduced rate of $395. The rate for Non-CII members is $495. Both may register here.

What

A one-day interactive course. Agenda can be found here.

When

October 4th, 2019 | 9:00 a.m to 4:15 p.m.

Where

Chou Hall, UC Berkeley Haas School of Business

Parking

If you plan to drive, please allow additional time to locate a parking space and walk to the venue. The closest parking lot can be found at the Stadium Parking garage (2175 Gayley Road, Berkeley CA, 94720) at a daily rate of $25. You may reserve your parking in advance through this link.