Investment Management Basics for the Corporate Lawyer

November 29, 2018

We will provide an overview for the general practitioner on common topics encountered by corporate and wealth-management clients on investments issues, particularly: a survey of basic investment matters and the role of brokers, banks and investment advisers; important laws; standard issues arising under contract negotiations; and internal compliance topics.

Panelists:

• Edward H. Klees (moderator), Hirschler, Charlottesville, VA
• Dawn C. Wilson, Emory University, Atlanta, GA
• Kimberly Gaulin, MIT Investment Management Co., Cambridge, MA

Presented by: Institutional Investors Committee

Members of the Business Law Section may access the audio, program materials, and video from this program. Log in using your email address. CLE credit is only available to those attending the live programs.