In collaboration with the International Foundation of Employee Benefit Plans, BFA recently hosted a webinar entitled “Understanding the Basics of Portfolio Monitoring and Securities Litigation.” BFA Partners Nancy Kulesa and Erin Woods, along with Of Counsel Tony Saguibo, led an engaging discussion on how effective portfolio monitoring helps identify opportunities to recover lost investment value and supports trustees in meeting their fiduciary obligations.
The session also explored how securities litigation serves as a powerful mechanism to protect fund assets, to hold corporations accountable, and to achieve meaningful recoveries. Key takeaways included the importance of proactive portfolio monitoring, the value of experienced guidance in both U.S. and non-U.S. actions, and the ongoing effectiveness of securities litigation in promoting transparency and accountability.
Click here to view the full webinar (IFEBP membership needed to access).
