Opal Financial Investments Forum

Submitted by IFS on Fri, 10/01/2004 - 10:00
in

Samuel (Skip) Halpern spoke on "Fiduciary Audits-What to Expect", in October. This concerned how to conduct a fiduciary audit (or Operational Review); the wide range of investment, fiduciary, operational and governance subjects involved; the practical value of such a study; and examples of the numerous public and private funds that have completed them in recent years.