The Fiduciary’s Role in the Rebirth of a Tribal Nation

Pat Mercier
Kate McBride
Allan Henriques

May 07, 2020

This session will describe how a CEFEX certified firm, Smart Investor, helped the Paskenta Band of Nomlaki Indians Tribal Council establish excellent fiduciary processes and ultimately become CEFEX certified as an Investment Steward. This is a story of redemption and how the discovery of fraud became the trigger for seeking excellence. Blaine Aikin will present the CEFEX certificate to the Paskenta Band.

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