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August 11th Events

Announcement of August 11th Events – Celebration of 4th Anniversary of the Institute and Fiduciary Duty and the Investment Advisers Act of 1940 at 75

1211 Avenue of the Americas, Ropes & Gray LLP, New York, NY


Introduction

Washington, D.C. – The Institute is proud to announce two separate events at Ropes & Gray LLP, New York, NY on August 11th. The first, taking place from 4.00-5.30pm, celebrates the 4th anniversary of the Institute. Friends and supporters will join together to highlight the past, present, and future work the Institute has done to further fiduciary principles. The second event will commemorate the Advisers Act of 1940 from 5.30-8.30pm, and will include a panel discussion of nationally recognized experts on fiduciary duty. This discussion focuses solely on whether or not the Advisers Act is still working in today’s environment, 75 years after its creation.

Ropes & Gray Invitation to reception and a distinguished panel discussing Investment Advisers Act of 1940

August11

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.