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IDC CONFERENCE CALL 

Roundtable Discussion for Directors of Small Fund Complexes
April 28, 2016

The Independent Directors Council hosted a one-hour conference call for directors of small fund complexes. This call was an informal and interactive discussion of topics of interest to the participants, rather than a formal presentation. The discussion was facilitated by Steve Paggioli, independent director of AMG Funds, Aston Funds, and Professionally Managed Portfolios.

HIGHLIGHTS

The discussion focused on issues of interest to directors of small fund complexes, including:

  • Liquidity risk management oversight
  • Oversight of distribution
  • Governance practices
  • Other current topics

This call was for directors of ICI member funds only. This call was closed to members of the press and regulators.