Start Date: 10/4/2019 9:00 AM PDT
End Date: 10/4/2019 4:15 PM PDT
Venue Name: UC Oakland Campus Location:
Oakland, CA United States 94720
CII and the CFA Institute
The Council of Institutional Investors (CII) and the CFA Institute are pleased to announce the West Coast debut of their high-quality training program for new and experienced fund trustees. Online registration is currently unavailable. Please contact us via email or phone for assistance.
The one-day (9:00 AM to 4:15 PM) interactive course interactive course will be held on the Oakland campus of the University of California. It starts with fiduciary duties and ethics training based on real-life case studies that provide instruction and encourage critical thinking. Trustees will hone their investment skills in “basic training” and in seminars on advanced topics such as private equity and understanding money manager fee structures. The course wraps up with a panel discussion on hot topics in fund governance. Instructors are seasoned professionals with an appreciation for the challenges that fund trustees face. All participating trustees will receive a course certificate at the end of the program.
Trustees who serve on boards of funds that are members of CII are welcome to register for the course at a special reduced rate of $395. Non-CII member trustees pay $495. No refunds will be made after September 12, 2019.
This Course is Offered with the Kind Support of CalPERS, CalSTRS, and the University of California Regents