Date: Tuesday, October 24
Time: 10:00 - 10:30 a.m.
Contact: Elise Hoffer, Elise.Hoffer@ThompsonHine.com, 513.352.6748
A complimentary webinar presented by Thompson Hine LLP
Do you dream of being a mutual fund board member? If so, please join us for our three-part series on 1) what it takes, 2) how to design your roadmap and 3) tips on navigating the board interview. Join us as we talk with independent board directors on their personal journeys from fund management to the board table. This is a lively and interactive conversation about what it takes to make your board dream come true.
Session 1: Mutual Fund Board Roles and Responsibilities
Our panel will dive deeper into what it takes to serve on a fund board and how to stay there.
Topics include:
- What it means to be a fund director
- How to transform from management to a board member
- What it takes to roll up your sleeves at the board table
- How to stay at the top of your game once you have a seat at the table
Moderator:
Cassandra W. Borchers, Partner, Thompson Hine
Presenters:
Dina Tantra
Independent Board Director for Boston Trust Walden Funds,
Heartland Funds and Thornburg Income Builder Opportunities Trust
Jody Foster
Independent Trustee for Diamond Hill Funds and Hussman Funds
Lauriann Kloppenburg, CFA
Independent Trustee for the Transamerica Funds
Independent Director for the Adams Funds, ADX and PEO
- Session 2: January 2024 – Successful Strategies for Securing a Seat at the Table
- Session 3: April 2024 – Interviewing for a Board Seat
More information and registration details for our upcoming sessions will be provided at a later date.