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Firm Events | Videos

IM Coffee Chat – Designing Your Strategic Plan for Getting on a Registered Fund Board


Date: Tuesday, January 23, 2024
Time: 10:00 - 11:00 a.m. ET
Contact: Elise Hoffer, 513.352,6748, Elise.Hoffer@ThompsonHine.com

A complimentary webinar sponsored by Thompson Hine LLP


Now that we’ve discussed the roles and responsibilities of a mutual fund board member, are you ready to design your own strategic plan for getting on a registered fund board? In the second session of our three-part series, we’ll dive a bit deeper and explore how to secure a seat at the table.

Our interactive session will offer practical tips and recommendations on the major components necessary to help you design a strategic framework tailored to achieving your priorities. From networking and building relationships to sharing useful insights on how to find opportunities, we’ll outline a six-step plan for getting yourself an interview.

Moderator:

Cassandra W. Borchers, Partner, Thompson Hine

Presenters:

  • Michele Rackey, Independent Trustee of Advisors Series Trust and Chair of the Nominations and Governance Committee, a mutual fund multiple series trust sponsored by U.S. Bancorp Fund Services, LLC
  • Peg McLaughlin, Independent Director for State Street Global Advisors Mutual Funds and Governing Council Member for Independent Directors Council
  • Dina Tantra, Independent Board Director for Heartland Funds, Chair of Nominating and Governance Committees for Boston Trust Walden Funds and Thornburg Income Builder Opportunities Trust

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