Trust, Estate, and Portfolio Management Forum

This one day program offers high-level presentations and discussions on current issues facing leaders in the trust arena. From trust and regulatory developments to staying competitive, this program offers timely content along with continuing education credits and senior-level peer networking.

Who should participate:

  • Seasoned wealth managers 
  • Estate planning professionals 
  • Portfolio managers 
  • Trust officers 
  • Trust executives 

Current Schedule:

9:30am: Welcome
9:32am: Planning in a Low Interest Rate Environment (Ramsay Slugg, Bank of America)
10:30am: Sustainable Investing and ESG Integration Best Practices (Martin Jarebowski, Federated Hermes)
11:30am: Reaching Your Market through Virtual Events & Meetings (Courtney Cavazos and Andrew Kelch, Dimensional Fund Advisors)
12:30pm: Lunch
1:30pm: Texas Fiduciary Litigation Update 2019-2020 (David Johnson, Winstead PC)
2:30pm: 2020 IRA Update (Katie Jaskinia, Frost Bank)
3:30pm: Charitable Trusts: Common Issues (Brad Fletcher and Katy David, Clark Hill Strasburger)


When
11/2/2020 8:30 AM - 5:30 PM
Where
Virtual

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