Effective Planning, Creation & Implementation of Your Trust

2-day Pre-conference Workshop on Effective Planning, Creation and Implementation of Your Trust. This workshop has been developed to raise awareness, enhance understanding, and assist community and organizational leaders and senior officials in learning how to effectively plan, create, and implement the most appropriate trust structure and investment strategy to best meet the needs of the community or organization. Workshop participants will learn about planning and creating a trust and cover the following topics: community readiness and trust structures, investment basics, financial affordability of the trust, investment strategy, different portfolio structures, hiring an investment manager and performance measurement and reporting.
When
10/7/2019 - 10/8/2019
Where
Sheraton Cavalier Hotel
612 Spadina Crescent E
Saskatoon, SK S7K 3G9 Canada

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Program


Monday, 07 October 2019

 
Time
10/7/2019 9:00 AM - 10/8/2019 4:30 PM
10/7/2019 9:00 AM