Learning Objectives:

This session will help attendees identify how to make their organizations investment policies clear, concise, and actionable. The presenters will outline the key policy components that allow for effective oversight and make accountability possible. In addition, they will review how to run an effective Investment Committee meeting and highlight the information that your committee members must review to verify policy compliance.

Presenters: Dennis Gogarty, Ryan Frydenlund, and Matt O’Lone – Raffa Investment Advisers
Recommended CPE: 1 Credit
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

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