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9:15 AM - 10:15 AM
Session ID: I02-1
Investments: A Fiduciary PrimerThis session is repeated on October 27, 2026
Category: Investments
Difficulty Level: Introductory
Location:
Session Type: In-Person
- Understanding fiduciary duties under ERISA and trust law
- Defining the roles of trustees and investment professionals
- Reviewing core investment principles and asset classes
- Learning how to read performance reports
- Identifying key questions to ask advisors
- Strengthening oversight through policy and governance
10:45 AM - 11:45 AM
Session ID: I02-2
Investments: A Fiduciary PrimerThis session is repeated on October 26, 2026
Category: Investments
Difficulty Level: Introductory
Location:
Session Type: In-Person
- Understanding fiduciary duties under ERISA and trust law
- Defining the roles of trustees and investment professionals
- Reviewing core investment principles and asset classes
- Learning how to read performance reports
- Identifying key questions to ask advisors
- Strengthening oversight through policy and governance