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
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