Foley Partner J. Mark Waxman will lead the discussion, and iCapital LLC CEO Kate Umile, CareGroup, Inc. Chief Investment Officer Jane Moncreiff, and CREATE Foundation, Inc. President Michael Clayborne will offer guidance on key issues for investment committees, including:
- The charge and challenge to the board’s investment committee
- How to administer the committee to meet fiduciary obligations
- The types of issues the committee should evaluate
- Committee best practices, and the challenges in their implementation
- Evaluating where exposure originates, and how to avoid it
Related Insights
17 December 2024
Events
Ready, Set, Govern: Integrating AI Governance into Corporate Compliance Programs
Natasha Allen (Partner, Silicon Valley) will be joining Compliance Week on their webinar, “Ready, Set, Govern: Integrating AI governance into Corporate Compliance Programs.
05 December 2024
Consumer Class Defense Counsel
Sixth Circuit: Reliance Can Bar Class Certification Even if Not Express Element of Consumer Statutory Claim
Courts routinely refuse to certify consumer class actions under Federal Rule of Civil Procedure 23(b)(3) based on the need for an individualized showing of the reliance element of a fraud or deceptive trade practices claim.
05 December 2024
Consumer Class Defense Counsel
Office of the Comptroller of the Currency Updates “Unfair or Deceptive Acts or Practices and Unfair, Deceptive, or Abusive Acts or Practices” Booklet
Financial institutions that are regulated and supervised by the Office of the Comptroller of the Currency (OCC) should know that the OCC has recently updated its booklet on Unfair or Deceptive Acts or Practices (UDAP) and Unfair, Deceptive, or Abusive Acts or Practices.