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Commingled Investment Vehicles

Recorded on: Mar. 3, 2011
Running Time: 01:01:14

Full Transcript:


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Taken from the Web Program ERISA Fiduciary Investment Basics 2011 recorded February, 2011 in New York.

Lecture Topics  [01:01:14]

Commingled Investment Vehicles  [01:01:14]
  • Forms of Commingled Investment Vehicles (partnership, trust and others)
  • The Decision to Invest:  Key Legal Checklist Considerations
  • Intricacies of the Plan Asset Regulations
  • UBTI, Indicia of Ownership & Other Considerations
The purchase price of this segment includes the following article from the Course Handbook available online:
  • The Hitchhiker's (or Junior Associate's) Guide to Pension Plan Investments in Commingled Vehicles
    Edward J. Rayner, Steven W. Rabitz, Michael J. Albano

Presentation Material

  • Commingled Investment Vehicles
    Steven W. Rabitz, Edward J. Rayner
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