Other Events

  • Monte Tarbox also spoke in October at a Taft-Hartley Roundtable organized by the Investment Management Institute on how to develop an effective governance structure. Monte emphasized that good fund governance should lead to better investment returns, and that trustees are accountable to their participants and therefore trustees should hold their managers and advisors accountable as well.
  • Monte explained to a group of pension fund officials from Croatia how U.S. pension funds coordinate the work of their accountants, attorneys, actuaries and investment consultants. The United States Agency for International Development (USAID) organized the tour to allow the Croatians to learn more about best practices in the U.S. and to help them develop their own pension system.