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Alternative Investments: Fiduciary and Tax Compliance Considerations

Thursday, November 8, 2012 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


**This program was originally scheduled for 10/30 but has been reschedule to 11/8. **

A charitable organization’s board of directors has a fiduciary duty to prudently manage and diversify the organization’s endowment portfolio. Oftentimes, such diversification includes employing alternative investment strategies, which usually involve sophisticated investment structures and complex tax compliance requirements. This presentation will discuss the rules regarding prudent management of an endowment portfolio and tax compliance considerations for alternative investments. Audience participation is welcome and encouraged.


Sponsoring Section/Committee(s):




Jennifer Jones


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