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Investment Hot Topics

Session Date: 
Jun 23, 2017 - 9:00am10:15am

Session Tracks:

Navigating the opaque and complex financial world can be intimidating. What are you doing to avoid Madoff’s and other fraudsters? How closely aligned are your holdings to your investment policy statement? Do you vet or perform any control procedures on the valuations which drive the performance and fee calculations? What questions are already in your Due Diligence process? Attend this session to hear the Current Market Observations, to expand your understanding for internal controls over valuation processes and gain improved understanding of the valuations used, performance and fee calculations.

Field of Study:

Session Type:


Title Speaker Details Session ID
Richard Morrison CFA, Prime Buchholz, Director of Investment Strategy 58
Verne Scazzero Harvest Investments 58