Master of Trust Management Standards (MTMS) Session A

Friday, November 22 - Saturday, November 23, 2024

San Antonio, TX

Sessions Include:

8:00 AM - 12:00 PM

Leadership

Ari Kaplan, LL.B., LL.M., Q.Med
Principal
Kaplan Law

1:00 PM - 4:30 PM

Governance

8:00 AM - 12:00 PM

Oversight

Chris Camp, CEBS, MTMS
Chair
Halifax Professional Firefighters Benefits Trust
Derek Warren, CIM
Vice President and Portfolio Manager
Lincluden Investment Management

1:00 PM - 4:00 PM

MTMS Session A - Day 2

Role Play Exercise
Board Self-Evaluation and Debrief
Capstone Mock Board
Key Takeaways and Closing Comments