Webinar for Fund Directors: Investment Advisory Contract Approval
IDC is pleased to present a multipart educational webinar series covering the fundamental responsibilities of fund directors. Newer directors interested in a review of their essential role and responsibilities as well as experienced directors looking for a refresher on these matters can benefit from participating. Directors may participate in one or all of the sessions.
The second session, Investment Advisory Contract Approval, was held on April 30. An archive of the first session, Fundamentals of Fund Director Oversight, is available on the IDC website. A description of the full series is also available. Stay tuned for details about the schedule for the remaining sessions.
SESSION 2: Advisory Contract Approval
- Review of the Gartenberg factors
- Evaluating quality of services
- Profitability analysis
- Economies of scale
- Consideration of comparative fees and services information
- Jonathan F. Zeschin, Moderator
Matthews Asia Funds
- Stephanie Grauerholz-Lofton
Vice President and Chief Legal Counsel
Janus Capital Management LLC
- Cynthia Hostetler
Aberdeen Investment Funds
- Christopher E. Palmer
Goodwin Procter LLP
This webinar was closed to the media.