Reg 9 Investment Reviews


 Bradley F. Beshea, CRP,
CFIRS
Senior Vice President
Fiduciary Compliance Officer
FROST NATIONAL BANK
San Antonio, Texas

Karen S. Koehn, CTCP
Vice President
Wealth Management
Compliance Officer
INTRUST FINANCIAL
CORPORATION
Wichita, Kansas

Brian L. Morrow, CTCP
Trust Market Executive -
Georgia
US TRUST
BANK OF AMERICA
PRIVATEWEALTH
MANAGEMENT
Atlanta, Georgia


This interactive session will focus on a discussion of automated investment review evolution and current challenges presented by non-financial and alternative investments held in fiduciary accounts. Our experts will provide insight and perspective from the investment review approaches of varied-sized institutions.

Click here for  speaker biography - Bradley F. Beshea

Click here for  speaker biography - Karen S. Koehn

Click here for  speaker biography - Brian L. Morrow

PowerPoint presentation not available

Click here for other session material - OCC BULLETIN

Click here for other session material - Case Study

Click here for other session material - Case Study Investment Review

Click here for other session material - FULL-MEASURING RISKS ASSOCIATED

Click here for other session material - Large Bank Case Study