Can a Director serve two masters? Exploring the Unique Characteristics of the Governance of Investment Funds versus Companies
The objective of this session is to generate discussion and reflection on investment fund governance beyond prescriptive regulatory requirements. In this session, Dr. Margaret Cullen, CEO and Academic Director, Certified Investment Fund Director Institute (CIFDI) will explore the unique characteristics and governance of investment funds. Attendees will be challenged to consider the objectives of investment fund governance and the steps necessary to create an effective governance framework. The session will be interactive with participants working together to consider several governance related issues, including examples of where things go wrong in investment funds.
Panel discussion – How AoV can shape value and transparency discussions on fund boards longer term
The afternoon will conclude with a panel discussion with leading experts on Assessment of Value and will consider AoV requirements in the context of overall fund governance. The panel will examine how AoV may shape longer-term board discussions about delivering greater value and transparency to investors.
Philip Warland, Senior Adviser, Kreab, Brussels (chair)
Dr Margaret Cullen, CEO and Academic Director, Certified Investment Fund Director Institute
David Sloper, Head of Product Management and Fund Board Chair, BMO GAM
Dan Brocklebank, Director, UK, Orbis Investments