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Navigating the Complex World of Institutional Taft-Hartley ERISA Funds

Sisu Investment Partners

July 26, 2019
Recorded Online

Show hosts and client advocates, Tom Shanklin and Traci Dority-Shanklin of Sisu Investment Partners, have created “The World of Multi-Employer Benefit Funds” as your go-to source for all things union benefit funds related.

Meet Bob Alvarado, Executive Officer of Northern California Regional Council

The Northern California Regional Council represents 35,000 men and women in carpentry and related crafts. Traci Dority-Shanklin’s interview with Bob Alvarado takes us on a journey of a growing benefit fund and how the role of “trustee” has changed radically with the complexity of the financial markets. He emphasizes the importance of understanding government regulation, on-going education, and the importance of the fund professionals. 

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