Investment Management, Investors, Trustees

Trustee in breach of trust conveys trust property to a third party: Is the transferee a necessary party to an action for breach...

Charles E. Rounds, Jr. - Suffolk University... on 6/17/2024

If the trustee in breach of trust conveys the trust property to a third party to the trust relationship, would the transferee be a necessary party to any action for breach of trust that the trust beneficiaries might bring?...more

[Event] 15th Annual Fiduciary Focus - February 23rd, Richmond, VA

Williams Mullen on 1/30/2024

Join us for our 15th Annual Fiduciary Focus! Breakfast and lunch will be provided. Topics Include: - Recent Developments in Wealth Planning - Using Trustee Investment Statements - Strategies to Avoid Fiduciary...more

[Webinar] Legal Consequences of Shelter-in-Place Orders and Beyond for Public Pensions Systems - May 7th, 10:00 am - 11:00 am PT

Nossaman LLP on 4/28/2020

Please join our Public Pensions & Investments Group for our webinar, "Legal Consequences of Shelter-in-Place Orders and Beyond for Public Pensions Systems," on May 7, 2020. As COVID-19 continues to transform the private...more

Investment Management Update – Exit Strategies

Troutman Pepper on 1/22/2019

Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Funds Services Practice Group, hosts a monthly webinar series for West LegalEdcenter. This month, Mr. Nowak, is joined by Richard Juliano,...more

Investment Management Update – Exit Strategies (PowerPoint Slides)