Risk, Reward & Regulation

Mutual Fund Directors Forum and Morningstar, Inc. Seminar

10/07/2015 10:30 a.m. - 03:15 p.m.

Investment Management

Morningstar Headquarters
22 W. Washington Street
Chicago, IL 60602

Speaking Engagement

Partner Jay Baris participated in the Mutual Fund Directors Forum and Morningstar Inc.’s program in Chicago, IL. The program explored Board oversight of expenses, focusing on the collection, presentation, and possible improvements to fund share class expense information; Fund stewardship grades, including a possible survey to provide Morningstar with additional information about board practices; Risks embedded in alternatives funds; Fixed income liquidity challenges; and Morningstar’s view of key Washington regulatory issues. Jay spoke on a panel entitled “Spelling Out a New Share Class Alphabet”.

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