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5238   2015 Director's Institute 30 Jan 2:00PM 12:00PM January Tuesday 20 2015
The Forum's annual Directors' Institute offers independent directors a unique opportunity, using a case study format, to discuss new approaches to critical boardroom issues with experts and their peers in the fund industry. The 2015 Directors' Institute opened with  an expert panel discussion of Board Oversight of Intermediary Relationships.
            Palm Beach, FL      
Kevin Connaughton
Managing Director and Head of Mutual Funds
Columbia Management Investment Advisors, LLC
 
Nicholas D'Angelo
Director
PwC
 
Rose DiMartino
Partner
Willkie Farr & Gallagher
 
Hubbard Garber
Managing Director
Barrington Partners
 
Jeffrey C. Keil
Principal Member
Keil Fiduciary Strategies LLC
 
Marty McGee
Senior Vice President
Fidelity Investments - Board Finance and Business Analysis
 
Margery Neale
Partner
Willkie Farr & Gallagher
 
Bruce Rosenblum
Shareholder
Vedder Price
 
David Trerice
Partner
PwC
 
Jessice M. Weissman
Assistant Regional Director, Miami Regional Office and Asset Management Unit, Division of Enforcement
U.S. Securities and Exchange Commission
 
Robert M. Zakem
General Counsel and Chief Compliance Officer
RidgeWorth Capital Management, Inc.
    DI
Four Seasons Hotel
2800 S. Ocean Blvd.
Palm Beach, FL
561.582.2800
 
 
Jan January Thursday 22 2015     0.0000 0.0000
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