Fiduciary Duty and Risk Tolerance in Public Investing

Speaker:

Ryan Nelson & David Donnelly, RedTree Investment Group

Description:

Townships are entrusted with the critical responsibility of managing public funds with integrity, transparency, and foresight. This course provides a comprehensive framework for understanding fiduciary duty, developing investment strategies that reflect both legal obligations and the goal of generating returns, and understanding the role of the fiduciary. Participants will learn how to balance risk tolerance with the duty to preserve capital, ensure liquidity, and achieve reasonable returns.

*This session is pending approval for one hour of fiscal officer Fiscal Integrity Act (FIA) credit, as required by the Fiscal Integrity Act (R.C. §507.12). Additionally, this session is pending approval for credit for CPIM training, as required by R.C. §135.22.

Cancellation & Substitution Policy

Mail-In Registration Form

If you would like to register via a paper form, you can download one at the link above (note that a separate form must be filled out for each registrant).

• Make all checks payable to the Ohio Township Association. Payment for more than one attendee can be included in the same check. 
• The form can be mailed to the Ohio Township Association at 6500 Taylor Rd. Suite A, Blacklick, OH 43004, faxed to 614-863-9751, or emailed to Michael Zaky. (Emailed forms will require payment to be mailed to the address above.)
• Paper registration forms are due five business days prior to the event.