A Fundamental Fiduciary Framework
At BLB&G, everything we do is informed by a deep understanding of our clients’ responsibilities as fiduciary investors. Our monitoring, case evaluation, and independent advice revolve around providing the information required by institutional investors to make prudent decisions in the best interests of their beneficiaries.
Expert Guidance for Institutional Investors
BLB&G’s attorneys are well versed in the legal obligations of institutional investors, including the fiduciary duties of loyalty, care, and prudence. We regularly advise our clients on effective strategies to monitor fund investments and evaluate related litigation opportunities—especially when it comes to recovering assets lost to securities fraud or corporate misconduct.
In addition, we help institutional investors navigate the legal and operational issues specific to their organization, including fund governance, board policies and practices, and the impact of judicial, regulatory, and legislative developments on fund management.
Institutional Leadership Experience
Several of BLB&G’s attorneys have served in leadership or advisory roles for institutional investors, bringing firsthand knowledge to our clients:
- Partner Anya Freedman draws on nearly a decade of experience as principal legal advisor to the City of Los Angeles public pension systems, providing valuable insights on fiduciary law, board and executive counsel, policy development, and risk management.
- Counsel Tony Gelderman previously served as General Counsel and Chief of Staff of the Louisiana Treasury Department, advising on pension-related matters and serving as the department’s representative to the state pension plan.
- Counsel Cathy Smith brings expertise gained from her tenure as General Counsel for the Government Employees’ Retirement System of the U.S. Virgin Islands, overseeing legal operations, pension benefits, member loan accounts, and fund planning.
- Senior Advisor for European Investor Relations Hans Ek is a leading expert on corporate governance, responsible investment, and securities litigation, having served as deputy CEO at SEB Investment Management. He has extensive experience guiding European funds through shareholder litigation.
This leadership background affords BLB&G’s Fiduciary and Governance Advisory Group a nuanced perspective on trustees’ fiduciary duties and the real-world challenges facing institutional investors.
Ongoing Education and Training
Committed to helping our clients fulfill their fiduciary duties, BLB&G regularly offers formal and informal educational opportunities for executives, staff, counsel, and board members. We tailor in-person or virtual presentations to cover a range of topics, including:
- Investment litigation
- Corporate governance
- Pension plan governance
- Fiduciary principles
- Impactful recent court decisions
- Legislative and regulatory developments
We can also provide refresher sessions or introductory training for new personnel. These bespoke programs empower institutional investor leaders to stay ahead of key legal developments while sharpening their governance and oversight practices.
Our attorneys are experienced thought leaders in the field who regularly present at industry conferences, webinars, and law schools on topics related to securities litigation, corporate governance, portfolio monitoring, fiduciary risks and responsibilities, and more. Visit our Events page to explore recent speaking engagements.
Contact Us
Contact us to learn more about BLB&G’s Fiduciary and Governance Advisory Group and how our experienced team can help you fulfill your fiduciary obligations, protect your assets, and serve the best interests of your beneficiaries.
