Fund Directors: Board Oversight of Subadvisers
May 20, 2010

The Independent Directors Council (IDC) hosted a conference call to offer the independent director community an opportunity to discuss board oversight of subadvisers. IYou may also wish to access IDC’s recent task force paper, Board Oversight of Subadvisers.


The conference call will focus on:

  • Industry trends in the use of subadvisers
  • Considerations that may be relevant in retaining a subadviser
  • Topics directors may wish to address when a subadviser is integrated into a fund’s business practices and processes
  • Ongoing matters directors may wish to consider when overseeing subadvisory relationships

Speakers include:

  • Paul Freeman, Moderator
    Independent Chair, DWS Funds
  • Frank Knox
    Chief Compliance Officer, John Hancock Financial Services, Inc.
  • Matt Shea
    Vice President and Counsel, Wellington Management Company, LLP
  • Lea Anne Copenhefer
    Partner, Bingham McCutchen LLP