How do I best negotiate investment management and trading agreements? 
How can I make sure my IT and business process outsourcing are up to date? 
What do I need to know about blockchain technology? 

You are invited to Managing Relationships: Best Practices for Working with Service Providers, an intimate, one-day event in the heart of Manhattan that will cover these questions and more. 


Managing Relationships:

Best Practices for Working with Service Providers

Co-hosted by RFG and McGuireWoodsLLP

Tuesday, June 14, 2016  |  10:00am - 3:00pm  |  New York, NY

McGuireWoods LLP

1345 Avenue of the Americas, 7th Floor

New York, NY 10105​

Free for RFG Members. RSVP to



Conference Agenda

10:00 am – 10:15 am                 Introduction & Welcoming Remarks

Deborah Prutzman, CEO, The Regulatory Fundamentals Group, LLC

10:15 am – 11:00 am                Negotiating Trading Agreements

Key issues for negotiating trading documentation including prime brokerage, custodial and other trading agreements.

John Servidio, McGuireWoods LLP

11:00 am – 11:15 am                Coffee and Email Break

11:15 am – 12:00 pm                IT / Outsourcing Agreements

An introduction to negotiating information technology, business process outsourcing and insourcing, enterprise resource system deployment and restructuring, software and other licensing arrangements.

Rakesh Gopalan, McGuireWoods LLP

12:00 pm – 1:00 pm                  Lunch and Networking Session at Tables

1:00 pm – 1:45 pm                    Investment Management Agreements

Important structuring, tax and regulatory considerations endowments need to consider when negotiating investment management agreements.

Michele McKinnon, McGuireWoods LLP

1:45 pm – 2:00pm                     Coffee and Email Break

2:00 pm – 2:45 pm                    Blockchain: The New Kid on the Block

A peek into the future: what will an outsourcing workshop will be discussing five year hence? Learn about blockchain technology and its potential impact on investment office activities.

 [Speakers to be announced]

2:45 pm - 3:00 pm                   Closing Remarks

Deborah Prutzman, CEO, The Regulatory Fundamentals Group

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