Webinar Recording Understanding Your Investment Advisor's Responsibility to Your Foundation - Exponent Philanthropy

Webinar Recording
Understanding Your Investment Advisor’s Responsibility to Your Foundation

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If you are responsible for your foundation’s investments, then you are a fiduciary, defined as anyone who has the legal responsibility of caring for someone else’s money. In this webinar, learn about the “fiduciary difference” between investment professionals and foundations staff and board members. Find out why it matters to your foundation, your fees, and your potential conflicts of interest.

Speaker: Peter J. Klein, CFA, managing director/partner of Klein Wealth Management at HighTower Advisors. 

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