Rodgers Investment Consulting
Rodgers Investment Consulting welcomes you to attend the 11th annual Indigenous Trust and Investment Workshop. The three-day workshop is designed to educate and engage participants in discussion on the fundamentals of Indigenous Settlement Trusts and Investment management.
Leaders from across all sectors, Indigenous Government, private, public, and philanthropic, as well as some of the best minds working with Indigenous trusts from the trust, legal, accounting and investment professions, will converge for three days of informative, must-attend sessions. Attendees from across Canada will gather to hear from some of the nation’s most knowledgeable and dynamic speakers. Workshop features will include leading Trust professionals, private, public and Indigenous community sector leaders, networking receptions, and more!
Participants will expect:
- Impact and SRI Investing
- Implications of FBAR on Trustee selection
- Protecting your Trust from FATCA Challenges
- Fiduciary Duty and Conflict of Interest
- The ‘Investment Challenge Game’
- Impact Benefit Agreements and Industry Partnerships
- Effectively Manage and Invest Settlement
- Effective Administration and Recordkeeping
- Building Endowments from Resource Revenue
- Special Keynote Speakers
- Meet leading Tax, Trust Law and Investment Experts
- Learn about Successful Strategies from Communities across Canada
Who should attend:
- Trustees
- Chiefs
- CEO’s
- Executive Directors
- Band Management
- Trust Managers
- Council Members
- Educators
- Legal Advisors Program Managers
- Band Administration
- Financial Officers
- Indigenous Advisors
- Elected Leaders
- Academic Leaders
- Economic Development Officers
- Students
- Other Decision-Makers