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5269   2016 Director's Institute 30 Jan 2:00PM 11:15AM January Tuesday 26 2016
THIS PROGRAM HAS SOLD OUT. To be placed on the wait list, please call the Forum at 202.507.4488.
 
The Forum’s 2016 Directors’ Institute will be held in San Diego, CA beginning from 2 pm on Tuesday, January 26, 2016 through 11:15 am on Thursday, January 28, 2016. The 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.
 
17550 Bernardo Oaks Drive
San Diego, CA 92128
 
The conference rate is $249 per night. The conference room block is SOLD OUT. If you need assistance finding a hotel nearby, please contact the Forum at 202.507.4488 or This email address is being protected from spambots. You need JavaScript enabled to view it..
Business casual attire is requested for this event.
   
All cancellations prior to January 4, 2016 will be subject to a $50 cancellation fee. Due to planning constraints, there is no refund for cancellations after January 4, 2016.
 
If you are not able to attend the meeting, please contact the Forum at This email address is being protected from spambots. You need JavaScript enabled to view it. or 202.507.4488.
  San Diego, CA  
This program is closed to the media.
This event is open ONLY to current independent directors of U.S. mutual funds.
 
Bryan Bennett, Esq.
Associate Regional Director - Examinations
U.S. Securities & Exchange Commission
 
Paul Dykstra
Partner
Ropes & Gray
 
Douglas Hacker
Independent Director (Chair)
Columbia Funds
 
Jeff Keil
Principal, Founder
Keil Fiduciary Strategies
 
George Pereira
Chief Financial Officer
Schwab
 
Mary Ann Picciotto
Chief Compliance Officer
Oppenheimer
 
Paulita Pike
Partner
Ropes & Gray
 
Charles A. Rizzo
Chief Financial Officer
John Hancock
 
Bruce Rosenblum
Shareholder
VedderPrice
 
David B. Smith
Executive VP/General Counsel
Mutual Fund Directors Forum
 
David Trerice
Partner
PwC
 
Julie A. Wolf
Senior Partner, U.S. Business
RHR International
 
Linda Wolf
Independent Director
Janus Investment Funds
 
 

SOLD OUT

 

SOLD OUT
DI
17550 Bernardo Oaks Drive
San Diego, CA 92128
1.888.976.4417
Jan January Thursday 28 2016     80.0000 80.0000
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