Victoria B. Bjorklund and David A. Shevlin to Speak at the 25th Annual ALI-ABA and ABA Section of Taxation’s “Tax Exempt Organizations: An Advanced Course” Program
09.22.11
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Simpson Thacher partner and head of the Firm's Exempt Organizations Group Victoria B. Bjorklund and senior counsel David A. Shevlin will lead a course at the ALI-ABA and ABA Section of Taxation’s “Tax Exempt Organizations: An Advanced Course” program on October 13, 2011 in Washington, D.C. The course, entitled “Investments: Legal Issues Confronting Public Charities and Private Foundations,” will discuss several topics including: managing potential or actual conflicts of interest; compensating the chief investment officer; post-UPMIFA investment policies and how they differ from prior policies; investing overseas; documentation; and special considerations for private foundations.