Responsible Investing for the Modern Fiduciary
REGISTRATION FOR THIS EVENT IS CLOSED. WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.
DEPC IS GOING PAPERLESS! The program handouts will no longer be printed. The handout will be available to download on the website (Document Library) a few days prior to each meeting. YOU may print the handout if you prefer to have a handout at the meeting.
NOON MEETING
THURSDAY, DECEMBER 3, 2015
(Lunch served 12:00-12:30 p.m.; Program 12:30-1:30 p.m.)
BROOKHAVEN COUNTRY CLUB
3333 Golfing Green Drive, Farmers Branch, TX 75234
RESERVATION DEADLINE: WEDNESDAY, NOVEMBER 25 (5:00 P.M.)
(PAYMENT MUST BE IN COUNCIL’S OFFICE)
RAY ODOM
RESPONSIBLE INVESTING FOR THE MODERN FIDUCIARY
Sponsored by Tolleson Wealth Management
The investment philosophies of the best institutional investors eventually create a new standard for individual investors. Likewise, the definition of an individual “prudent investor” ultimately defines “prudence” for a fiduciary investing for individual beneficiaries. This presentation will clearly establish the overwhelming trend for institutional investors to consider socially responsible investing and its many variations. More importantly this presentation will seek to answer an urgent question posed by this trend. How can the trustee of a private trust, duty bound to the trust instrument and the trust beneficiaries, ever take into account “socially responsible investing” in carrying out any its investment duties? The answer may dramatically change the way you advise your prospects, donors and clients. Raymond C. Odom is a Senior Vice President and Director of Wealth Transfer Strategies at The Northern Trust Company. Ray serves as a national speaker, subject matter expert and professional advisor on wealth transfer planning. Ray works with Northern’s Wealth Management offices and Northern’s Foundation and Institutional groups around the country to provide advice to highly affluent wealth owners, estate planning attorneys and accountants and other professional wealth advisers. Ray began his career with Northern Trust 35 years ago and spent 10 years as Tax Counsel developing special expertise in the tax issues related to estate tax, exempt organizations and fiduciary income tax. Ray has also spent 3 years in private law practice assisting high net worth clients with business succession, trust litigation, corporate transactions, and probate practice. Ray received his BA from Valparaiso University and his Juris Doctorate from The Ohio State University Moritz College of Law. He has been a Certified Financial Planner (CFP) for 25 years and formerly taught as an adjunct professor in the Benedictine University M.B.A. program. He is licensed to practice law in Illinois and the US Tax Court.
There is continuing ed credit pending for this presentation.
Note: Paid membership dues do not include meals. To register online with a credit card payment on the website, please scroll to the bottom of the page. To register for the meeting by mail, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. For online payment, if you need a receipt, print out the confirmation page immediately following registration.
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare. PREPAID MEMBERS WILL NOW REGISTER ON THE WEBSITE - scroll down to the bottom of the page and register.
THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.
Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
For online payment, if you need a receipt, print out the confirmation page immediately following registration.
