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5087   CFL Roundtable 30 Nov 8:00AM 5:00PM November Monday 14 2011
The Fall 2011 Conference of Fund Leaders roundtable took place place on Monday, November 14, 2011 from 10:00 am – 2:00 pm at the Yale Club in New York City.  The roundtable featured a discussion of how fund leaders effectively can assess performance in a volatile environment. The working lunch introduced attendees to the Forum's upcoming White Paper concerning models of board oversight of proxy voting.

The CFL is a unique gathering which provides fund independent chairs and lead independent directors with an opportunity to discuss important issues with other fund leaders.
                   
Steven P. Bleiberg
President & CIO
Legg Mason Global Asset Allocation
 
Bruce Crockett
Independent Chair
Invesco Funds
 
Dwight B. Crane
Lead Director
Legg Mason Partners Equity Funds
 
    C     Nov November Monday 14 2011
10:00 - 11:15:  Assessing Performance in a Volatile Environment
                            Discussion led by Dwight B. Crane (Lead Trustee, Legg Mason Partners Equity Funds) and featuring Steven P. Bleiberg, President & CIO, Legg Mason Global Asset Allocation
11:15 - 12:15:  Open discussion of Fund Leaders' Issues
                            Discussion led by Bruce Crockett, Independent Chair, Invesco Funds
12:15 - 12:30:  Break
 
12:30 - 2:00    Working Lunch
                           Conversations among participants with a discussion of an upcoming Forum white paper concerning board oversight of proxy voting.
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