From the program: Bank Asset Management and Collective Investment Funds 2018

Released on: Nov. 6, 2018

Stay Ever Current: Subscribe today to  PLI’s blog edited by Clifford E. Kirsch. This conference covers the regulatory framework governing bank asset management and bank collective funds.  Bank asset management services are an important component in the investment management landscape.  At the same time collective investment funds, which have been around for many years, are undergoing a marked growth and today are a significant ...

From the program: Antitrust Counseling & Compliance 2018

Released on: Nov. 7, 2018

Lawyers counseling businesses should have a solid foundation in the principles of antitrust law and an understanding of the latest antitrust developments in order to advise their clients effectively. The consequences of running afoul of antitrust rules can be costly: federal and state government enforcement actions, jail time for executives, treble damages litigation, class actions, and adverse publicity are all risks when companies step over the ...

From the program: Understanding the Intellectual Property License 2018

Released on: Nov. 13, 2018

Licensing intellectual property can be a practical and efficient strategy for companies looking to expand into a new market, enhance an existing product line, reduce costs or accomplish other business goals. The IP under consideration to license could be a patent, copyright, trademark, software or any combination of them all. IP licensing is a practice that is increasingly common across industries and as the need for businesses to leverage IP continues ...

From the program: 35th Annual Section 1983 Civil Rights Litigation

Released on: Nov. 1, 2018

The law of Section 1983 is multifaceted, in some respects complex, and continues to develop.  To be an effective Section 1983 litigator, it is necessary to have an in-depth understanding of the various aspects of Section 1983 litigation and to stay abreast of the latest developments.  At PLI’s 35th Annual Section 1983 Civil Rights Litigation program, a highly experienced and accomplished faculty will analyze the most important ...

Recorded on: Nov. 1, 2018

Taken from the Web Program It's a Small World After All: Representation and Warranty and Transactional Insurance for Cross Border M&A Transactions Recorded November, 2018 in New York [01:07:58] It is inevitable:  If you are not already doing cross-border M&A transactions involving representation and warranty (RWI) and other transactional insurance products, you probably will be soon.  Over the last several years, more and more ...

Recorded on: Nov. 1, 2018

M. HOWARD MORSE: Those in the room who've been trying to search their iPads on how to ask a question on the iPad, apparently in the room we have to do it the old-fashioned way and just raise your hand or scream out. So we will take questions. But for those who are on their computer, at least if you're watching live, you can go ahead and do it through the computer, and it'll show up on a screen in front of me. If you're watching this on video, and ...

Recorded on: Nov. 1, 2018

M. HOWARD MORSE: Good afternoon, everyone. Welcome back from the lunch break. Please, I hope you won't fall asleep during the immediate hour after lunch. Having just eaten, we'll see what we can do to try and keep you awake. I'm going to avoid the introduction at the beginning of this session and just jump right in. But what I do have to do is thank my colleague Julia Renehan [INAUDIBLE] for her help in both putting together these slides as well as ...

Recorded on: Nov. 1, 2018

DAVID FREEMAN: Thank you, Cliff. With me up here on the panel is Yosef Ibrahimi, who's a director in the general counsel department of Credit Suisse and he works on bank regulatory, ERISA, benefits, and other parts of their cross-border practice and he's the head of that practice within the general counsel's office. And to the left is Matthew Rutchik, who's also from Credit Suisse. He's an assistant vice president and ERISA counsel with Credit Suisse ...

Recorded on: Nov. 1, 2018

CLIFFORD KIRSCH: Welcome back. I'm very, very pleased to introduce Tish Dalton. Tish is a technical expert of the asset management group. And we've talked about the asset management group, and what a key role they play in the Office of the Comptroller of the Currency. Spot on to a lot of the issues that we're going to be talking about. And as mentioned jokingly before, Tish is very receptive to getting questions, so feel free. And we've gotten some ...

Recorded on: Nov. 1, 2018

SPEAKER 1: Lisa Wood practices with the Foley Hoag firm in Boston where she is not only an antitrust lawyer, but a serious litigator. She chairs the firm's litigation department. She handles complex business litigation, including not only antitrust, but securities, litigation, fraud, accountant's liability. I think it's one of the reasons that she can do such a fun and interesting presentation must be the fact that she gets to hang out with accountants ...

Recorded on: Nov. 1, 2018

SPEAKER 1: So let us turn to the first panel. Lisl Dunlop will be our first speaker talking about vertical restraints. Lisl is a partner with the Manatt Phelps firm here in New York, where she co-chairs NHS practice. She handles government investigations, litigation, transactions, counseling, the full gamut of antitrust. As you will probably pick up when she starts to speak, she is originally from Australia and has practiced before the ACCC, the ...

Recorded on: Nov. 1, 2018

HOWARD: Hopefully you learned something from listening to me. But we learn from listening to the government officials about what they really care about. Because at the end of the day, they're the important ones. They're who count when you're before them. So we are very lucky today to have three government officials. What we're going to do, I'm going to introduce all three of them first. Then they're each going to talk for-- what did we say-- 10 minutes ...

Recorded on: Nov. 1, 2018

M. HOWARD MORSE: So I get to switch back to just looking pretty up here for the rest of the afternoon. So it is my pleasure to introduce Suzanne Wachsstock, who is Vice President and Chief Antitrust Counsel for American Express with global responsibility for compliance strategy, M&A, joint ventures, regulatory inquiries. And I think she likes to point out that she consults on litigation rather than overseeing the actual litigation that American Express ...

Recorded on: Nov. 1, 2018

CLIFFORD E. KIRSCH: Thanks and welcome back. This next panel is going to look at bank collective investment funds. And I'm very, very pleased to be joined by Drew. Andrew Oringer is a partner at Dechert. And you'll see, as we go through this, ERISA weighs in heavily. You need an ERISA person for this stuff. And Drew's our ERISA person. ANDREW L. ORINGER: You always needed an ERISA person. CLIFFORD E. KIRSCH: Yeah, you do. [CHUCKLES] Drew is the ...

Published: November 2018

From the program: Advanced Compliance and Ethics Workshop 2018

Released on: Nov. 6, 2018

Please note that "ethics" in the program title refers to the “Compliance and Ethics Program” used in the Federal Sentencing Guidelines for Organizations. It does not specifically refer to legal ethics. Please check the credit calculator to the right for credit information for your jurisdiction. Having an effective compliance and ethics program is essential to companies of all types. Such programs help organizations manage the substantial ...

From the program: Outsourcing 2018: ITO, BPO and Cloud

Released on: Nov. 9, 2018

Managing a global business today virtually necessitates contracting with outside technology partners to manage various aspects of non-essential and even some core business functions.  As ITO, BPO and cloud solutions reach broad adoption across industries, new entrants to the market continue to emerge, offering cheaper and faster alternatives to industry stalwarts.  A maturing market for technology outsourcing solutions may offer clients ...

Published: October 2018

Recorded on: Nov. 2, 2018

Please note this program does not offer CLE credit. Taken from the Web Program Internal Resource Management for In-House Counsel Recorded November, 2018 in New York [01:00:10] Effective internal resource management involves identifying, prioritizing, and managing resources to best align with the strategic goals and direction of the Organization and Law Department, and optimizing those resources to provide the best service to clients.  How best ...

Recorded on: Nov. 2, 2018

BRAD L. PETERSON: Thank You, Bill. And welcome, everyone, to Outsourcing 2018-- ITO, BPO, and cloud. I'd like to start with a question. How are you, as lawyers, going to add value for your clients in outsourcing deals in this rapidly changing world? And as we think about that, this is a very exciting time to be an outsourcing lawyer. Technology is changing so quickly. And there are so many entirely new ideas in outsourcing that this is a fantastic ...

Recorded on: Nov. 2, 2018

WILLIAM TANENBAUM: Thanks, Brad. That was terrific. And I'd like to introduce our second speaker, and again, the co-chair of the program, who is John Delaney from Morrison and Foster. In addition to what Willis said in introducing John, I'd like to add that he's very well regarded by his clients and peers and those legal researchers that rank lawyers. So with respect to his rankings, John is ranked by Chambers in band one, and nationally also ranked ...

Recorded on: Nov. 2, 2018

JOHN: So our next topic is a supplier's perspective. So we're going to get a view of some of the issues we've been talking about from the provider side perspective and strategies for success. And we're fortunate to have one of the co-chairs of the Chicago version of this conference, George Kimball, with us. George is a member of the outsourcing and technology practice at the law firm Wiggin and Dana. Before joining Wiggin, George was associate general ...

Recorded on: Nov. 2, 2018

WILLIAM A. TANENBAUM: I'd like to welcome you to our next presentation, the title of which is Pricing and Financial Structures in Outsourcing. And we have two experienced faculty members on our panel who I'm pleased to introduce. Rob Finkel is a partner at WilmerHale in the corporate department at the firm. And he chairs the firm's outsourcing practice and is also a member of the firm's fintech group. He has more than 25 years of experience, and ...

Recorded on: Nov. 2, 2018

JOHN F. DELANEY: It's 11:15 Eastern time. We're back. Welcome back from the break. So next up, another hot issue we heard about yesterday but now we're going to do a one hour deep dive into is intellectual property issues in outsourcing. And we're very fortunate to have one of the country's experts on this topic Barbara Murphy Melby who is a partner at Morgan Lewis based in their Philadelphia office. But she spends a lot of time in New York, Chicago, ...

Recorded on: Nov. 2, 2018

JOHN DELANEY: OK, we're back. It's 4 o'clock. I hope everyone enjoyed their break. A few housekeeping things. Remember to fill out your evaluations. Tell us what you liked. Tell us if there's other topics we should be covering or anything you heard today where you'd like to do a deeper dive into that topic next year. So when planning these events, we put a lot of thought into the order of the presentations. And we know it's 4 o'clock, so we purposely ...