ADVISORY/Texas Capital Bank to Educate Texas Trustees about New Legislation.News Editors/Assignment Desks ADVISORY...for Tuesday (June 15) DALLAS--(BUSINESS WIRE)--May 26, 2004 Texas Capital Bank announced today that it will present a third conference on the Uniform Prudent Investor Act, which went into effect in January 2004. This legislation introduces new challenges for those individuals who administer trusts in Texas and changes how trustees, both individual and corporate, must make investment decisions. Unless the trust states otherwise, these rules apply to all trusts, not just new ones created after January 1, 2004. Attorneys and CPAs will receive 4.75 hours of CLE Cle total elimination clearance. credit for attending. Speakers include: -- Glenn Karisch, an attorney with Barnes and Karisch in Austin, who was intimately involved in the legislative process. -- DiMeo Schneider & Associates, one of the nation's top investment management consulting firms List of Management Consulting Firms 1. McKinsey & Company 2. Marakon Associates 3. Boston Consulting Group (BCG) 4. A.T. Kearney 5. Booz Allen Hamilton (BAH) 6. Monitor Group 7. Bain & Company 8. Roland Berger for institutional investors. -- David Folz, an executive vice president of Texas Capital Bank, attorney and 30-year veteran of wealth management and trust services.
Date Tuesday, June 15
Time 9:30 a.m. - 2:30 p.m.
Place Dallas Country Club, Centennial Room
Mockingbird at Preston
Cost $200.00 payable by check or Visa
Reservations 214-932-6639 or bryanna.edwards@texascapitalbank.com
About Texas Capital Bank Texas Capital Bank, a commercial bank that delivers highly personalized per·son·al·ize tr.v. per·son·al·ized, per·son·al·iz·ing, per·son·al·iz·es 1. To take (a general remark or characterization) in a personal manner. 2. To attribute human or personal qualities to; personify. financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. to businesses and private clients, is the primary subsidiary of Texas Capital Bancshares (Nasdaq:TCBI TCBI Transistor Controlled Breakerless Ignition (motorcycle ignition) ). Headquartered in Dallas, the Bank has $2.2 billion in assets and has full-service locations in Austin, Dallas, Fort Worth, Houston, Plano, and San Antonio San Antonio (săn ăntō`nēō, əntōn`), city (1990 pop. 935,933), seat of Bexar co., S central Tex., at the source of the San Antonio River; inc. 1837. . |
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