Please Note: This event has already taken place.
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
- Jocelyn A. Bishop
- Harvard Management Company, Inc.
- Robert E. Cowden III
BBA Event Calendar