Webinar Archive: Series Trust Funds - Board Oversight 101

This webinar series is designed based on the issues brought up by directors and CCOs who participated in MFDF's October 2024 In Focus program on Nuts & Bolts of Series Trust Director Responsibilities. This is the first webinar of MFDF’s Series Trust Funds program series.

Cassandra Borchers, partner with Squire Patton Boggs, and Freddie Jacobs, Jr., president of Institutional Trust Services of BPAS, discussed the core responsibilities of series trust fund boards and highlighted best practices required for effective governance for the niche issues facing series trust boards. 

This webinar aired on May 20, 2025.

The next two webinars in this series are as follows:

• September 10: Series Trust Funds - Compliance and Board Reporting
• October 15: Series Trust Funds - Effective Board Relationship with Advisers

Webinar archive materials are available only to MFDF members. 

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