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