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Thursday, April 23 • 12:30pm - 1:15pm
Round Table Session 2: Option 2- Special Needs Pooled Trust Industry Research Study

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PSNTs offer incredibly valuable support to a vulnerable population. Today, the industry is simultaneously rapidly maturing and under pressure. Practice leaders benefit from up-to-date information about important and emerging trends. This timely and comprehensive research study includes national data about offerings, market segments served, trust assets, and organizational structures.

avatar for Lisa A. Cohen

Lisa A. Cohen

Principal and CEO, Capital Motion LLC
Lisa Cohen is the CEO and Principal of Capital Motion LLC. Lisa’s leadership, executive and entrepreneurial roles in the private and nonprofit sectors include board development and governance, investment management, mission-aligned investing, research and analytics, marketing and... Read More →

Thursday April 23, 2020 12:30pm - 1:15pm EDT