The Intersection of Trust Administration & Investment Management: A Panel Discussion
Spokane Estate Planning Council
Presentation Outline
November 21, 2017
The Intersection of Trust Administration and Investment Management
A Panel Discussion with Dave MacCulloch and Matthew Clarke
Continuing Education credit has been applied for MCLE, CFP Board, CPE and Insurance. CFP Board has approved, Insurance has declined and MCLE is pending approval.
5:45 – 6:00 p.m.
Dave MacCulloch is a Senior Fiduciary Specialist with Washington Trust Bank’s Wealth Management & Advisory Services. Dave earned his Bachelor of Arts in Economics & Business from Westmont College and his Juris Doctor from Loyola Law School. Throughout his career as an attorney and in the financial services industry, Dave has supported affluent individuals, families, nonprofits and their professional advisors as a trusted resource and subject matter expert in the areas of wealth transfer, tax planning, risk management and business succession planning.
Matthew Clarke is a Client Portfolio Manager with Washington Trust Bank’s Wealth Management & Advisory Services, where he works with a team of portfolio experts who analyze and coordinate strategies on behalf of our clients who require both a high level of customization. Matthew has over 10 years of financial industry experience and is an affiliate member of the CFA Institute.
6:00 – 7:00 p.m.
Program Description: Continuing Education Credits
A primary function of a fiduciary is to manage the assets of a trust while balancing the often competing interests of different classes of beneficiaries. This panel discussion will touch on the intersection of trust administration and investment management:
1. Balancing the interests of different classes of beneficiaries
2. Impact of special assets on portfolio management
a. Identification and classification of assets
b. Allocation issues
3. Adjusting to different market conditions?
7:00 – 7:15
Questions and Answers from the Audience.
