On Tuesday, April 2, 2019, David Kaleda will be presenting at Practising Law Institute’s Fiduciary Investment Advice 2019 conference. Titled, “What is Fiduciary Investment Advice? Fiduciary Investment Advice – The Legal Framework,” his panel will help discern which roles (investment advisers, broker-dealers, retirement plan advisers, etc.) provide fiduciary investment advice and under what circumstances.
The conference will address the legal framework applying to fiduciary investment advice and bring together attorneys, advisors, bankers and other professionals within the financial services industry. To learn more about the program, please click here.