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
Dwight B. Crane
Legg Mason Partners Equity Funds
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.
WHO SHOULD ATTEND
PRESS / MEDIA