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Fundamentals of Mutual Funds and Exchange-Traded Funds 2012

Released on: Jul. 24, 2012

Running Time Segment Title Faculty Format
[01:01:31] Background: Mutual Funds and Exchange-Traded Funds George O. Martinez ~ Executive Director, J.P. Morgan
Mary Joan Hoene ~ Carter Ledyard & Milburn LLP
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[01:00:35] The Pattern of Regulation Clifford E. Kirsch ~ Sutherland
Laurin Blumenthal Kleiman ~ Sidley Austin LLP
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[01:00:20] Mutual Fund Anatomy - Role of the Board and the Adviser Bibb L. Strench ~ Seward & Kissel LLP
Thomas Bisset ~ Sutherland
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[00:59:31] Distribution of Funds & Valuation Allan J. Oster ~ Vice President, Associate General Counsel, Nationwide Funds Group
Lori E. Bostrom ~ Senior Vice President and Deputy General Counsel, OppenheimerFunds, Inc.
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[01:00:11] Litigation Involving Mutual Funds Mark Holland ~ Goodwin Procter LLP
Lori A. Martin ~ WilmerHale LLP
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[00:59:44] Exchange-Traded Funds Edward Baer ~ Managing Director, Head of US iShares Legal, BlackRock
James C. Munsell ~ Sidley Austin LLP
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DVD's from the program Fundamentals of Mutual Funds and Exchange-Traded Funds 2012, held June, 2012.
Co-Chair(s)
Clifford E. Kirsch ~ Sutherland
Laurin Blumenthal Kleiman ~ Sidley Austin LLP
Speaker(s)
Edward Baer ~ Managing Director, Head of US iShares Legal, BlackRock
Thomas Bisset ~ Sutherland
Lori E. Bostrom ~ Senior Vice President and Deputy General Counsel, OppenheimerFunds, Inc.
Robert C. Grohowski ~ Senior Counsel, Investment Company Institute
Mary Joan Hoene ~ Carter Ledyard & Milburn LLP
Mark Holland ~ Goodwin Procter LLP
Lori A. Martin ~ WilmerHale LLP
George O. Martinez ~ Executive Director, J.P. Morgan
James C. Munsell ~ Sidley Austin LLP
Allan J. Oster ~ Vice President, Associate General Counsel, Nationwide Funds Group
Bibb L. Strench ~ Seward & Kissel LLP

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