257 East Broad Street
REGISTRATION IS CLOSED
Thursday, November 2, 2023
Noon-1:15 Lunch and Program
“Fiduciary Best Practices”
Presenter: Kyle Ryan
Manning & Napier
- What and who are fiduciaries?
- What are the principles of fiduciary duty?
- What is the Uniform Prudent Management of Institutional Funds Act (UPMIFA)?
- What are key aspects of investment and spending policies?
- How do you prudently select, evaluate and monitor outside experts?
C. Kyle Ryan is a Senior Financial Consultant at Manning & Napier. In this capacity, he is responsible for coordinating all aspects of client relationships with Manning & Napier. Kyle has over 20 years of experience in the financial services industry. Prior to joining Manning & Napier in 2006, Kyle was the Director of Client Services & Sales at Rigger+Stern Capital Management, LLC and a Financial Advisor with Merrill Lynch. Kyle earned his BSBA in Finance and Banking from the University of Missouri-Columbia is involved with various non-profit organizations in his community. He currently holds Series 6, 63, 65, and 66 licenses.
11:45am-Noon – Registration and networking
Noon-1:15pm – Education Program
Catering provided by Catered by Chaneice
No Charge for CGPCO Members* – online reservations required
*Membership benefits are not transferable to colleagues.
CGPCO members – if you need to cancel please do so before the RSVP deadline or the chapter will be charged for your meal.
$45 Guests – online reservations and credit card payments required by the RSVP deadline
Cancellations received in writing to email@example.com by the RSVP deadline are eligible for a full refund. Cancellations received after the deadline will not receive a refund since we will have paid for your meal.
RSVP Deadline is Noon on Tuesday, October 31