On-Demand Learning

ERISA

Recorded on: Aug. 8, 2012

ANDREW L GAINES: OK, we're back. We're going to finish up the program in the next hour. We're going to do a couple different things. The first part of the next hour is something a little different. We're going to move away from talking about rules and regulations and everything else. So we're going to talk about what it's like to practice in a couple of different environments. One, the single practitioner environment, where somebody's actually out ...

Recorded on: Aug. 8, 2013

ANDREW L. ORINGER: OK, so we're now going to go into the last hour, which is going to have two presentations. The first, as I mentioned a moment ago, is I think just a really, hopefully interesting presentation for you all, which is we've talked a little bit about the evolving role of the ERISA lawyer. Which from my perspective is really the big firm evolving role. We talked about how there are other roles. We talked about how there are other kinds ...

Recorded on: Aug. 8, 2012

ANDREW L. GAINES: Thank you, Andy. It is a little bit of a moment of reminiscing. The next two speakers are designed to lay out some very, very fundamental aspects of what we're going to learn today. Joe Simone, as Annie mentioned, is somebody we work with. I had the pleasure of working with him in two different firms as an associate at Patterson [INAUDIBLE] where he became partner, and then as an associate and counsel at Schulte, Roth, and Zabel ...

Recorded on: Aug. 8, 2013

ANDREW L. ORINGER: I'd just like to spend maybe 5, 10, minutes doing my little cheerleading thing. I really am a big fan of this area and practicing in it. And I'd like to give my perspective on what the area is about. So first, if you go back enough years, to maybe the late '70s or the early '80s, what our practice was about was we really spent our time doing technical tax qualification issues under the Internal Revenue Code. We were looking at ...

Recorded on: Oct. 5, 2012

GRACE O'HANLON: It's my pleasure to introduce the co-chairs of today's program, Linda Rappaport and Marc Trevino. Linda is the Practice Group Leader Emerita of the Executive Compensation and Employee Benefits Private Client Group at Shearman & Sterling. Her practice focuses on all aspects of executive compensation and benefits, including corporate securities and tax laws, and ERISA. Marc is the managing partner of Sullivan & Cromwell's Executive ...

Recorded on: Jan. 25, 2013

JOAN E. BOROS: Before I introduce the next panel, the Pension Development, I do want to say, I spoke in my opening remarks about the Taleb book about randomness and uncertainty, and building a system that applies to it and addresses it. Well, that's what Jeff and I have done. We have such spectacular faculty that even if one gets caught in Newark and can't get over here, we have a panel member that can do the whole panel by himself. But if his comrade ...

Recorded on: Jan. 28, 2013

Taken from the Web Program Securities Products of Insurance Companies in the Course of Regulatory Reform 2013 Recorded January, 2013 in New York Pension Developments [00:58:43] New DOL disclosure standards A new fiduciary standard Advice for participants Lifetime Income Options The purchase price of this segment includes the following article(s) from the Course Handbook available online: Washington Update Thomas ...

Recorded on: Nov. 19, 2012

Taken from the briefing Pensions and Corporate Finance: How to Avoid Buyer's Remorse 2012recorded November, 2012. Ever since the PBGC’s 2007 opinion that a private equity fund with a controlling interest can be liable for a portfolio company’s pension problems, there is increased evidence that corporate transactions can go seriously awry if ERISA benefit plans are not properly addressed. Legal issues are not the only risk ...

Recorded on: Oct. 5, 2012

LINDA E. RAPPAPORT: While our panel organizes itself, I'm thrilled to see another group of illustrious, important people talk about our next subject matter, which is a proxy adviser and shareholder activism, perfect segue from our last panel. MARK A. BORGES: Nice planning, Linda. LINDA E. RAPPAPORT: Thank you. Mark Borges is to our immediate right. As many of you know, he is a principal with Compensia, which is a management consulting firm that ...

Recorded on: Apr. 20, 2011

MARC R. TREVINO: Welcome back. Welcome back. We're ready to go again. Following on Anne Krauskopf's sort of a Q&A with us. We're about to talk about our proxy season that we're going through right now, and what to expect for next year. Because it's never too soon for that. And so let me introduce the panel, and we will get started. Usually I start to Linda on my right, work our way down, but it I'm actually going to start with someone who's only ...

Recorded on: Oct. 5, 2012

MARC R. TREVINO: Very good. Welcome back to our program. We're continuing on our trek through real technical law, after some of the board stuff we did this morning, to stock plan design. And with us, starting from my right is Irv Becker, he is a National Practice Leader of Hay Group's Executive Compensation Practice. He advises companies and boards of all varying sizes. Very impressive, as you'll see. Next to him is Jeffrey Crandall. He is one of ...

Recorded on: Feb. 11, 2013

GRACE E. O'HANION: It's my pleasure to introduce you to the co-chairs of today's program, Michael Albano and Howard Pianko. Michael is a partner in Cleary Gottlieb Steen and Hamilton's New York office. His practice focuses on executive compensation and benefit matters, including disclosure, governance, taxation, design and negotiation of agreements and arrangements, as well as the executive compensation and benefits aspects of mergers and acquisitions, ...

Recorded on: Aug. 8, 2013

ANDREW ORINGER: We're going to move on to a discussion or mergers and acquisitions. This is an area that I think, as we've mentioned, has really evolved in terms of the ERISA practice. I told the anecdote, which I'll tell in abbreviated form now, where I was told by a corporate colleague of mine that he would know when I was successful on an M&A transaction when he didn't know that I was on the M&A transaction. And what he meant by that was ...

Recorded on: Aug. 8, 2012

ANDREW L. GAINES: All right. Moving right along. Our next panel is going to dive into the world of the M&A transactional practice. And we emphasized this yesterday as being a key aspect of especially the big firm ERISA lawyer world. I think most of the people that you have heard these past two days spend a very significant amount of time in this practice area. Essentially what we're doing, whether on the buyer or seller side, is assessing the ...

Recorded on: Feb. 11, 2013

HOWARD PIANKO: Hi, everybody. We're going to pick up again. I'm sorry I missed the initial introductions this morning. I'm Howard Pianko. And we'll start us off on this panel. This panel is looking at the ERISA implications, picking up from the hedge fund study that was the first panel. But this panel will look at it from the point of view of the investor, of the plan investor. In this panel, I'm the chief investment officer. I think we're using ...

Recorded on: Aug. 8, 2013

ANDREW L. ORINGER: OK, so welcome back, everybody, to the second day. Yesterday, I think that we tried to give you an understanding of a lot of the basic principles that relate to what we do here in the benefits world, the ERISA world. Today, we're going to try to really deal with issues around the edges. We're going to delve into certain aspects. We're going to delve into mergers and acquisitions. We're going to delve into, really, a slightly different ...

Recorded on: Feb. 11, 2013

MICHAEL J. ALBANO: OK. OK. So thank you, everyone. We're going to start the next session now. And just to introduce the speakers, we have Erin Cho, who is with Davis Polk, Erin Miner, who is with Credit Suisse, Patrick Menasco, who's at Steptoe, and Suzzanne Yao at Goldman Sachs. And this panel is going to deal with-- we talked a lot this morning about setting up the hedge fund and how the hedge fund manager is going to need to, as part of its strategy, ...

Recorded on: Mar. 3, 2011

HOWARD PIANKO: OK, we're waiting for the technological go-ahead, and I guess we have it. In this next panel, we'll kind of circle back a bit and revisit some of the concepts. There was a lot presented in that first panel and we will try and reinforce it during the day by going back into the concepts you heard initially so that they'll take more context and make more sense in a practical situation. To start on this next panel, which will be to slightly ...

Recorded on: Apr. 7, 2011

SPEAKER 1: So while David, and John, and Alicia are coming up, let me just start the introductions. Alicia. Those of you who have been with us for the last couple years will recognize this panel. It's our discussion of core issues for financial institutions. We spent the large part of the morning dealing with some big issues for financial institutions, and in particular getting a government take, Ivan and Tim's take, on how some of those issues play ...

Recorded on: Apr. 10, 2013

ARTHUR H. KOHN: Ok, just, we'll quickly introduce the panelists and then turn the mic over to John to get us going. MARY E. ALCOCK: Is this me? ARTHUR H. KOHN: Yeah. To my immediate right is my colleague Mary Alcock. And John Valentine, formerly from BNY Mellon, currently, John Valentine LLC. He's off on his own, happily. And Suzzanne Yao from Goldman Sachs. John? JOHN W. VALENTINE: Sure. I'm going to be talking about the big picture for a little ...

Recorded on: Feb. 14, 2012

SPEAKER 1: All right, let's move into the next and final panel, and I would say we've saved the best for last except that would perhaps degrade what we've had so far. But boy, I'll tell you, it's the same caliber. The panelists-- I'm going to start on the far end. My furthest right is Allan Dinkoff, and Allen's with the Weil, Gotshal firm here in New York. Next to him, of course, is Michele Fisher-- and Michele was introduced and you've heard from ...