Conferences
Fund Evaluation Group, LLC & BKD, LLP partnered to present:
Challenges of Alternative Investments
Synopsis:
On May 30th, 2006, FEG and BKD partnered together to discuss how institutions grapple with the issues of selection, monitoring, internal controls, valuation and reporting.
- Representatives from three major institutions shared their policies and procedures for fulfilling oversight responsibilities.
- Fund Evaluation Group discussed how they assist management in meeting fiduciary responsibilities.
- BKD shared what's required for audit purposes and how you can better prepare for your next audit.
Hand-Outs:
+ FEG's Susan Fasig presents on the Challenges of Alternative Investments
+ BKD's Rick Wittgren presents on the Challenges of Alternative Investments
+ Auditing Guidelines Issued by the AICPA
+ FEG Memo Addressing New Audit Guidelines
Panelists:
Christopher M. Meyer, CFA
Managing Principal and Chief Investment Officer
Fund Evaluation Group, LLC
cmeyer@feg.com
(513) 977-4400
Susan Mahan Fasig, CFA
Director Alternative Investments and Managing Principal
Fund Evaluation Group, LLC
sfasig@feg.com
(317) 615-7454
Richard Wittgren, CPA
Manager, Not-for-Profit and Government Team
BKD LLP
rwittgren@bkd.com
(317) 383-5470
Bruce Arick
Vice President for Finance
Butler University
barick@butler.edu
(317) 940-9307
David W. Bahlmann, JD
President & CEO
Ball State University Foundation
dbahlman@bsu.edu
(765) 285-7067
Gregory T. Rousos, CPA, CFP
Executive Vice President & COO
Presbyterian Church (U.S.A.) Foundation
gtr@fdn.pcusa.org
(502) 569-5932