FacultyFaculty/Author Profile

Lori E.. Bostrom

Evercore Trust Company NA
Managing Director
New York, NY, USA


LORI E. BOSTROM is Managing Director and Chief Legal Officer of Evercore Trust Company, N.A. focused on fiduciary issues in retirement and investment management matters.  She previously served as Senior Vice President and Deputy General Counsel at OFI Global Asset Management, Inc. (OppenheimerFunds) for over 10 years, heading the legal teams covering product distribution, marketing, fund disclosure and retirement products. Prior to joining OppenheimerFunds in 2004, Ms. Bostrom spent 9 years in-house at Prudential Financial, Inc. and The Guardian Life Insurance Company of America, specializing in investment management law and fund-related business initiatives. Ms. Bostrom spent the first several years of her legal career in private practice. She graduated with a B.A., Phi Beta Kappa, from Skidmore College and a J.D. from Cornell Law School, where she served as Managing Editor of the Cornell Law Review. Ms. Bostrom has served on various committees in financial industry and benefits trade associations, focusing on retirement policy and retirement product distribution.
Lori E.. Bostrom is associated with the following items:
Web Segment  Web Segment ERISA: Employer Securities in Qualified Plans - ERISA 2017: The Evolving World, Wednesday, August 02, 2017
CHB Chapters  CHB Chapters Employer Securities in Qualified Plans (June 30, 2016) - ERISA 2017: The Evolving World, Wednesday, August 02, 2017
Hiring an Independent Fiduciary for a 401(k) Plan Company Stock Fund: Common Questions from Plan Sponsors and Plan Committees - ERISA 2017: The Evolving World, Wednesday, August 02, 2017
MP3 Audio  MP3 Audio ERISA: Employer Securities in Qualified Plans - ERISA: Employer Securities in Qualified Plans, Wednesday, August 02, 2017
Transcripts  Transcripts ERISA: Employer Securities in Qualified Plans - ERISA: Employer Securities in Qualified Plans, Wednesday, August 02, 2017
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg ERISA: Employer Securities in Qualified Plans - ERISA: Employer Securities in Qualified Plans, Wednesday, August 02, 2017
On-Demand Web Programs  On-Demand Web Programs ERISA 2017: The Evolving World, Tuesday, August 08, 2017, New York, NY
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