2020 and 2021 reminded fiduciaries of how volatile the markets can truly be and how this can ultimately affect our beneficiaries. Nationally recognized speaker Peter Wall will provide an overview of 2020 and 2021 market volatility, while reviewing the basic principles of prudent investing and delegation of investment duties for fiduciaries. An overview of proactive beneficiary communication and a refresher on fiduciary duties will be covered. Finally, best practices for fiduciaries during anomalous market behavior will be provided.
Investment Lessons Learned from 2020 and 2021
Recognized across the country for his expertise in special needs investments, administration, and planning, Pete has over 18 years of trust administration experience at nationally chartered banks. Previously, Pete launched and helped lead the Disability and Elder Trust Solutions division of BOK Financial.