Council of Institutional Investors

Trustee Education

Upcoming Events:

Pension Fund Trustee Training – Fiduciary Fitness
October 4, 2019 | 9:00 AM - 4:15 PM PT
Haas School of Business, UC-Berkeley

Click here for the curriculum & agenda.

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.
The one-day (9:00 AM to 4:15 PM) interactive course will be held at Chou Hall on the Haas Berkeley campus, with the support of the Business in Society Institute of the Berkeley School of Law. 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.
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. 

Register here!

This Course is Offered with the Kind Support of CalPERS, CalSTRS, University of California Regents and UC – Berkeley