Investment Management and Transition Management Agreements – Overview of Drafting Principles

Regulatory Fundamentals Group Webinar

On August 12, 2020, Peter Mixon presented “Investment Management and Transition Management Agreements – Overview of Drafting Principles,” a webinar hosted by the Regulatory Fundamentals Group (RFG). During this webinar, Peter discussed the key features and purposes of Investment Management Agreements and Transition Management Agreements, and best practices for drafting both types of documents.

The RFG is a consulting service for endowments and foundations. It offers a peer-to-peer networking capability guided by professionals experienced in highlighting risks and developments that others might overlook. RFG participation provides clients with a vehicle for synchronizing awareness of issues and solutions.