Merchandise Details
Webinar Recording 11/14/19: Management - Managing Your Municipal Advisory Relationships
Member Price$0.00
Non-Member Price$99.00
Merchandise Description

Managing Your Municipal Advisory Relationships


The goal of this webinar is to provide practical information on managing municipal advisory relationships. The speakers will discuss the role of the municipal advisor, fiduciary duties, when those duties apply, and the sourcess of fiduciary duties. Speakers will also discuss the differences between solicitor and nonsolicitor advisors, the rights and protections under MSRB Rules G-17, G-20, G-37, G-42, and other municipal advisor regulations. Finally, speakers will discuss the scope of a municipal advisors services, performance, risk assessment, conflicts, and other related issues.


Speakers: Steve Apfelbacher, Lori Raineri, Gail Marshall & Robert Doty