Norman Nabhan is a member of Graystone Consulting Houston, a
business of Morgan Stanley. He provides investment consulting services
and specializes in asset allocation and asset manager search strategies.
Mr. Nabhan has been a speaker at the University of Texas (UT) School of
Law Nonprofit Organizations Institute, an event for continuing legal
and accounting education for professionals that work in the Nonprofit
arena. Many Nonprofit leaders attend annually for updates on current
legal, accounting and investment issues relevant to the Nonprofit
community. The event is sponsored by the University of Texas Law
School Continuing Legal Education (CLE).
The conference brings
together financial professionals, government experts, lawyers, and more
to discuss tax laws and legislation in the private and nonprofit
sectors. This year’s event was held in January, and 2014 conference
dates have been secured: January 16-17, 2014, at the Four Seasons Hotel
in Austin. As the 2014 conference schedule is confirmed, attendees will
be able to view details and register online.
CLE also sponsors
the Conference on Criminal Appeals, the Labor and Employment Law
Conference, and the Technology Law Conference, among others.
The Accredited Investment Fiduciary distinction carries great weight in the financial industry. Referred to as AIF, the purpose of the designation is to train investment fiduciaries in the best practices and teach proper legislation procedures.
Investment fiduciaries come under constant examination because they work with finances and assets. By equipping themselves with the industry’s best practices and knowledge of legislation, AIF certification decreases the likelihood that investors might inadvertently make errors that could attract legal ramifications. AIF certification encompasses learning how to properly determine compensation for their services, respect the boundaries of their knowledge, and avoid exploiting relationships.
Investors who hold AIF distinction are expected to serve as an example of proper ethics to members of their community. They accomplish this objective by demonstrating responsible use of materials and information and striving to practice their craft in ways that serve their profession and their peers.
About the Author
Norman Nabhan’s career in financial services dates back to 1973, when he began his career as an account executive. He earned the designation of Certified Investment Management Analyst (CIMA) awarded by the Investment Management Consultants Association in conjunction with the Wharton School of Business and received his AIF certification from the Center for Fiduciary Studies.
A hunting enthusiast, Norman Nabhan is a member of the Ruffed Grouse Society. Mr. Nabhan, who has served as Managing Director at Graystone Consulting in Houston for more than 30 years, appreciates the important work that his membership with The Ruffed Grouse Society supports.
The Ruffed Grouse Society (RGS) exists to promote suitable conditions for ruffed grouse, American woodcock, and other birds, for the purpose of sustaining sport hunting. Founded in 1961, RGS enhances environments for those species through wildlife management practices that are ecologically sound and true to the tradition of ethical hunting. The society aids in conducting and sponsoring scientific research to better understand the biological and ecological needs of ruffed grouse and similar species.
Headquartered in Coraopolis, Pennsylvania, RGS’s membership consists primarily of hunters who are committed to responsible hunting with an emphasis on sportsmanship. Ruffed Grouse Society members like Norman Nabhan understand the importance of preserving the species they hunt; therefore the society collaborates with local, state, and federal governments to create programs that manage the habitats of ruffed grouse and other birds.