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In 2009-2010, I produced the BoardIQ best practices series of sponsored booklets. After lining up three to four sponsors around a particular subject, I arranged a roundtable discussion including one participant from each sponsor and four independent directors of mutual funds. The sponsors and directors networked over lunch, then set down to a three hour roundtable discussion. I wrestled the transcript into a booklet draft for all participants to review. The final result was mailed to all directors of the top 250 mutual fund complexes as well as the BoardIQ and Ignites audiences.
Click on the images below to see the booklets.

A booklet ID'ing how mutual fund directors should handle their oversight role for investments.

A timely booklet helping mutual fund directors understand how best to handle valuation issues.