This table discussion will touch on issues and questions that are on top of the minds of fiduciaries as they relate to the investment program:

- How do I invest in a low yield environment?

- Is diversification worth it?

- Where can excess returns be created?

- What if returns of next decade aren't as good the past decade?

- Is there value in private capital?

- What practical steps can be taken to reduce fees?

- What’s a good way to balance continuity and succession planning?

Facilitator