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Understanding behavioral finance can be extraordinarily empowering for any investor. For an investment committee, it can be a key to healthy group dynamics, clear decision-making, and optimal performance. Join Joel Moore, senior financial advisor, Nicole K. Ball, philanthropic strategist, and William Jarvis, managing director, in an interactive session to show how you can apply behavioral finance principles and optimize your investment committee’s effectiveness and impact.
Learning Objectives
This session will help foundation managers understand legal issues they and their grantees commonly face. Topics include: Unwitting Violations of UPMIFA, Individual Director and Officer Liability in a Sex Scandal World; Director and Officer Insurance and Common Exclusions; New Overtime Regulations; Working with Volunteers and other topics.
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