Decisions and transactions in the investment world are often based on information from a trusted relationship. As a Fiduciary to an endowment, a foundation, or a qualified retirement plan, there is an extra level of due diligence that is required in order to assure that conflicts of interest do not surface after an arrangement is in place or a transaction has been completed. Conflicts of interest can make your organization or your retirement plan an attractive target for a plaintiff’s attorney.
Recent history shows that these conflicts are not understood and/or not well researched up front leading to enterprise level risks that could have been avoided with a bit of work up front. This session will explore the issues and identify the paths to understand, and eliminate, these risks. [ Read the complete article ]