IDC Webinar: Core Responsibilities of Fund Directors - Session 2: 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 available. 

Materials

• Archive Recording
• Slides (pdf)

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

Featured Speakers

Jonathan F. Zeschin, Moderator
Independent Director
Matthews Asia Funds

Stephanie Grauerholz-Lofton
Vice President and Chief Legal Counsel
Janus Capital Management LLC

Cynthia Hostetler
Independent Director
Aberdeen Investment Funds

Christopher E. Palmer
Partner
Goodwin Procter LLP

This webinar was closed to the media.