Putnam Investments, LLC v. Brotherston

With the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the other recent 2020 Putnam Investments, LLC v. Brotherston case is something we’re referring to! In the latest episode of Two Fiduciary Nerds Disturbing the Peace with Jackie Reeves and Don Jones, our two co-hosts get nerdy discussing the case. For a refresher, you can view the Docket for 18-926 here .

“Two Nerds” features Jackie Reeves, the Managing Director at Bell Rock Capital, a registered investment firm, and Don Jones, the Founder and a current partner at Fiduciary Wise, an ERISA Plan Fiduciary Firm. Both Jackie and Don were awarded a BCF™ (Board Certified Fiduciary™) designation from The Center for Board Certified Fiduciaries.

In the previous episode, Don and Jackie get nerdy about Tibble v. Edison International. Watch the previous episode here.

You can find the series on YouTube. Two Nerds will be published on the Fiduciary Wise YouTube channel once a month! Watch the latest episode below and don’t forget to like and subscribe to the channel.

Tell us your thoughts and ask us your questions! Comment on our video and let’s discuss.