Series Trust Funds - Board Oversight 101

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Member Price

Free

Non-Member Price

$100

This webinar series is designed based on the issues brought up by directors and CCOs who participated in MFDF's October 2024 In Focus program on Nuts & Bolts of Series Trust Director Responsibilities. This is the first webinar of MFDF’s Series Trust Funds program series.

Cassandra Borchers, partner with Squire Patton Boggs, and Freddie Jacobs, president of Institutional Trust Services of BPAS, will discuss the core responsibilities of series trust fund boards and highlight best practices required for effective governance for the niche issues facing series trust boards .

This webinar will broadcast live at 2 pm (ET) on May 20, 2025.

Who Should Attend
All independent directors, CCOs, and professionals in the fund industry are welcome to participate. 

MFDF webinars are closed to the media. 

Speakers