Partner Presentation on Fiduciary Responsibility rss feed

 Smith Barney is presenting a talk  with Jean Fidone-Schroer, CIMA, AIF, Senior Vice President
Atalanta Sosnoff and Chad Nordhagen, Vice President Lazard Asset Management LLC on fiduciary responsibility

This educational presentation will cover

  • Overview of the development of the 27 Prudent Investment
  • Practices identified by the Foundation for Fiduciary Studies.
  • Roles and responsibilities of the investment fiduciary.
  • Outline a procedurally prudent investment process that
  • supports the Practices.
  • Benefits of having defined Practices.

Fiduciary Event  Full Description

Fudiciary Event flyer


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