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Independent Directors Council Fund Directors Conference
When: October 28, 2025
Location: Scottsdale, Arizona
People: Rachael L. Schwartz

Rachael Schwartz, partner in Sullivan's Investment Management practice, spoke on a panel discussion, "Multi-Series Trust Oversight and Trends," on October 28, 2025, at the IDC’s 2025 Fund Directors Conference (October 27-29) in Scottsdale, Arizona.

The Conference was geared to both experienced and newer fund directors who heard from fellow independent directors and industry experts on topics and trends affecting investment companies and their boards. Speakers offered practical takeaways and addressed issues that are top of mind for fund boards. 

Other panelists included:

  • Dave Carson - Independent Trustee, Unified Series Trust
  • Merrillyn Kosier - Independent Trustee, ALPS Series Trust
  • Cheryl Rivkin - Director, Chief Administrative Officer, Muzinich & Co., Inc.