Fiduciary Risk, Trading Controls and External Asset Manager Selection - New Webinar
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Pension Governance, LLC is registered with CFA Institute as an Approved Provider of professional development programs. This program is pending approval for 1.5 PD credit hours as granted by CFA Institute.
Join us on March 3, 2008 from 11 am to 12:15 pm EST for a lively discussion about ways to mitigate transaction risk.
Description: Fiduciary duties mandate oversight of external asset manager selection. This includes a proper vetting of trading-related controls and the process used to determine limits, authorized persons, style drift, early warning signals and liquidity traps.
Who Should Attend: Plan sponsors, plan administrators, pension consultants, board members with responsibilities for selection of investment fiduciary advisors, regulators, bankers, mutual fund and hedge fund managers with (or seeking to attract) pension fund investors
Learning Points: Topics covered during this 75 minute online and telephone event are shown below.
- What Constitutes "Must Have" Elements of Effective Risk Management Systems
- Ways to Detect Deviation from Management Style and/or Excess Position Concentration
- Red Flags Regarding Possible Rogue Trading
- Industry Best Practices for Trading Controls
- Lessons Learned About What to Avoid
Speakers:
- Dr. Susan M. Mangiero, AIFA, AVA, CFA, FRM - Moderator
President
Pension Governance, LLC - Mr. W. Anthony Turner - Speaker
Principal
Financial Tracking, LLC - Mr. Gavin W. Watson – Speaker
Business Manager for Asset Managers, Pensions and Insurance
RiskMetrics Group, Inc.
To register, click here. There is a modest charge of $125 per person. If you are interested in a discounted rate for multiple attendees, email PG-Info@pensiongovernance.com.

