Overview

The next Conference of Fund Leaders roundtable will take place on Monday, November 14, 2011 from 10:00 am – 2:00 pm at the Yale Club in New York City.  The roundtable will feature a discussion of how fund leaders effectively can assess performance in a volatile environment. The working lunch will introduce attendees to the Forum's upcoming White Paper concerning models of board oversight of proxy voting.

The CFL is a unique gathering which provides fund independent chairs and lead independent directors with an opportunity to discuss important issues with other fund leaders.  The Conference of Fund Leaders (CFL) is a partnership of the Mutual Fund Directors Forum, the Millstein Center for Corporate Governance and Performance at the Yale School of Management, and independent leaders of mutual fund boards of trustees.

Agenda

10:00 - 11:15:  Assessing Performance in a Volatile Environment

Discussion led by Dwight B. Crane (Lead Trustee, Legg Mason Partners Equity Funds) and featuring Steven P. Bleiberg, President & CIO, Legg Mason Global Asset Allocation

11:15 - 12:15:  Open discussion of Fund Leaders' Issues

Discussion led by Bruce Crockett, Independent Chair, Invesco Funds

12:15 - 12:30:  Break

12:30 - 2:00 Working Lunch

Conversations among participants with a discussion of an upcoming Forum white paper concerning board oversight of proxy voting.

Program Info

Date & Time

November 14, 2011
10:00 am to 2:00 pm

Location

The Yale Club (map)
50 Vanderbilt Avenue
New York, NY  10017

Registration Information

This event is by invitation only.  If you are a fund board chair or lead independent director and would like to attend, please contact the Forum at 202.507.4494.

Conference Fees & Cancellation Policy

There is no charge to attend this program.

Conference Attire

Business attire is requested for this event.

Media

This event is closed to the media.

Content

Individual session content may be modified to adapt to the changing business climate; however, the program's focus on fundamental concepts and issues identified in the program overview will be retained.

Questions

If you have questions about this event, please contact the Forum via phone at 202.507.4488, or via email.