Conferences

IFS will host our semi-annual client conference April 11-13 at the Westin Diplomat Resort & Spa (Hollywood, FL).  Conference details have been mailed to all IFS clients.  For further information contact Alan Stiles – astiles@independentfiduciary.com.<

Edward Patchett, CFA, Senior Vice President and Managing Director of IFS, presented two educational sessions at the recent International Foundation of Employee Benefit Plans (IFEBP) Annual Conference in Orlando, FL.  Mr. Patchett’s  first session entitled “Understanding Investment Manager Fees” included an analysis of investment manager fee universes  by investment style and asset class.  Mr.

On July 10, 2009, Steven M.

In early June, Samuel W. Halpern (President, IFS) addressed attendees at the World Bank’s Symposium on Public Pension Governance and Investment Conference in Indonesia.  In attendance were senior representatives of 50 different institutional investor and regulatory authorities (all concerning public and private pension funds) from countries all around the world.  Mr.

IFS Managing Director and General Counsel Andrew Irving was a Moderator and Speaker at the Benefit Plan Professionals Institute sponsored by the International Foundation of Employee Benefit Plans on February 9-11, 2009.  Mr. Irving moderated the presentation on Significant Legal Decisions given by W. Eric Venable, and was the moderator and panel member, along with Stuart Berman of Topaz Barroway Kessler Meltzer & Check LLP, at the session on Class Action Suits.

Edward Patchett, CFA – Senior VP and Managing Director presented at the International Foundation of Employee Plans’ Investment Institute held in San Francisco, CA, April 14-15, 2008. Mr. Patchett presented session was entitled, “Current Issues Touching Investments.” Mr.

Steven Harding, Managing Director for the IFS Operational Review Practice, had an opportunity to speak at two recent conferences: Ohio FORUM and New York PERS. At the Ohio FORUM conference, Mr. Harding spoke on the topic of "Developing and Maintaining a ‘Best Practice’ Internal Auditing Function", which included the operational risks of money managers, sections of the IIA Research Foundation Common Body of Knowledge, and a top 10 list of "best practices". At the New York PERS conference, Mr.

On May 21, Andrew Irving (Managing Director for the IFS Fiduciary Decision Making Practice and General Counsel), acting in his capacity as a member of the New York City Conflicts of Interest Board, presided at the Board’s 14th “Citywide Seminar on Ethics in New York City Government”.

Andrew Irving, Managing Director for the IFS Fiduciary Decision Making Practice had an opportunity to speak at two recent CLE conferences: