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Showing 151 - 175 of 1184 Results

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ERISA Litigation

Transcripts  Transcripts    

Recorded on: Aug. 2, 2017

BILL E. RYAN: Well welcome back, everyone. We're actually going to start off with our next panel. Now we did touch on some litigation issues earlier with respect to company stock and that great exchange going back and forth among the members, but then we're going to broaden the scope of this to talk about ERISA litigation generally. And we've got two great practitioners who know this from both the in-house as well as, forgive me Doug, the outhouse ...

ERISA: The Fiduciary Regulation- Where Are We and What’s Next?

Transcripts  Transcripts    

Recorded on: Aug. 2, 2017

WILLIAM E. RYAN III: Well, thank you, everyone. We're back. So thanks again to Arthur and to Phyllis for doing a great job in walking us through some of the background on the ERISA and really setting the stage for our next panel, in talking about not only the historical underpinnings of the fiduciary regulation, but truthfully, where we are and where we're going. And I can't think of a better or more distinguished panel to talk about this from a ...

ERISA: Legal Ethics – Outside and In-House Counsel

Transcripts  Transcripts    

Recorded on: Aug. 2, 2017

ERIN CHO: Well, thanks, everyone for hanging around. I welcome you to our classic legal ethics panel. Our first panelist is Drew Oringer. He's partner and co-chair of the benefits and executive compensation group at Deckert. Our second panelist is Bruce Gallant. He is currently of counsel at Stroock and Stroock and Lavan, which he joined last year. Prior to joining Stroock, Bruce was managing director and associate general counsel at JP Morgan Chase, ...

ERISA: Title IV - Defined Benefit Plans: the PBGC, Plan Terminations and Multiemployer Plans

Transcripts  Transcripts    

Recorded on: Aug. 2, 2017

WILLIAM E. RYAN III: OK. All right, welcome back everyone. For our last two presentations for the panel for our presentation today, we're going to actually focus in on an area that not all of our practitioners have an extensive experience with, but when you hear this panel, you will realize that you need to have more experience and exposure to Title IV and the issues that are facing us. And I can't think of three people better suited to go through ...

ERISA: Employer Securities in Qualified Plans

Transcripts  Transcripts    

Recorded on: Aug. 2, 2017

ERIN K. CHO: Our next three panelists will address issues raised by employer securities and qualified plans. Our first panelist is Shannon Barrett. He is a partner at O'Melveny in Washington, DC's office. Shannon concentrates his practice on ERISA-related litigation and providing advice related to Title I of ERISA. Our next panelist is Lori Bostrom. She is managing director and chief legal officer of Evercore Trust Company, where she focuses on fiduciary ...

ERISA: Legal Risks and Issues Affecting Plan Sponsors

Transcripts  Transcripts    

Recorded on: Aug. 2, 2017

ERIN CHO: All right. Great. Welcome, everyone, to our panel on critical issues facing plan sponsors. I'm delighted to introduce to you our two panelists today. Our first panelist is Jennifer Eller. She is principal at Groom Law Group and she's co-head of the firm's fiduciary practice group. Jenny advises financial institutions on the design and delivery of products and services to the retirement plan marketplace and also advises large corporate and ...

ERISA Fundamentals and Evolution

Transcripts  Transcripts    

Recorded on: Aug. 2, 2017

PHYLLIS C. BORZI: Well, thank you so much. I thought I might just take a minute to tell you a little bit about EBSA, and then we're going to talk a little bit about some of the themes that ran through the discussion and debate that led to ERISA and then focus on some of the special issues. So the Employee Benefits Security Administration is one of about 12 departments within the Department of Labor, the US Department of Labor. When I left the department, ...

ERISA: The M&A Transactional Practice

Transcripts  Transcripts    

Recorded on: Aug. 2, 2017

BILL RYAN: Well, good morning, everyone. I'm Bill Ryan and my co-chair, Erin Cho, and I welcome you to day two or ERISA The Evolving World in 2017. We're kicking off the panel this morning with description of ERISA issues that arise in the context of M&A Transactional Practice. And I can't think of two better people to go through those issues than the two speakers who are to my immediate left. First on my immediate left, Ian Levin who's a partner ...

ERISA: Platforms and Investment Products - Post-Fiduciary Regulation

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Recorded on: Aug. 2, 2017

ERIN K. CHO: All right, thank you everybody for joining us. We're going to begin our panel today on how the fiduciary regulation has impacted the offering of platform in investment products. And I'm delighted to welcome a panel of experts here, and I'm going to just go in alphabetical order. The first panelist is Jason Bortz. He's senior vice president and senior counsel at Capital Group, the investment manager to the American Funds. Seated next ...

ERISA: Promises and Pitfalls of IRAs

Transcripts  Transcripts    

Recorded on: Aug. 2, 2017

WILLIAM RYAN: All right, great, welcome back, everyone. We're onto our next panel, "ERISA, Promises and Pitfalls of IRAs," which obviously we've been talking about IRA issues along with qualified plan issues, especially in the context of the fiduciary reg for most of the morning and afternoon, but now we're really going to drill down with a panel of experts to talk about some of the pitfalls and operational issues, prohibited transaction issues and ...

Launching International Employee Compensation, Equity, Bonus and Benefits Plans

Transcripts  Transcripts    

Recorded on: Aug. 1, 2017

AMY TAUB: It it's now my pleasure to turn this briefing over to Don Dowling. DONALD DOWLING: Thank you very much, Amy. Thanks, Amy Taub at PLI, and also, Amy, our operator. Thank you, all, for joining today. As the slide says, the session today is on launching international employee compensation equity, bonus, and benefits plans. And we'll talk about the strategy behind those plans and offerings and especially the mechanics. Because this is a legal ...

Legal Updates in Child Welfare and Juvenile Justice Law

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Recorded on: Jul. 31, 2017

CAROLYN SILVERS: Good morning, everyone, and thank you for being here. I'm really happy and fortunate that I get to do the first introduction because I get to introduce two people who I consider mentors and friends, and two people who actually helped to get me where I am. Randy Hertz is the Vice Dean of New York University Law School and the director of the law school's clinical program. He teaches the Juvenile Rights Clinic. He does also another ...

Ethical Issues That Arise When Representing a Client with Diminished Capacity

Transcripts  Transcripts    

Recorded on: Jul. 31, 2017

KELLEY BURNS: Hello. So the last panel of the day is ethical issues that arise when representing a client with diminished capacity. So our panel today includes Tehra Coles. She is a Center for Family Representation litigation supervisor. We have my co-chair, Carolyn Silvers. She is the attorney in charge of Legal Age Juvenile Rights practice in Queens. And Brian Zimmerman. He's a private practitioner, 18B, and president of the Assigned Counsel Panel ...

Basic Principles of Transactional Writing

Transcripts  Transcripts    

Recorded on: Jul. 28, 2017

JEFFREY A. SIMES: Thanks for that, Kevin. That was actually a great set-up for me to start. When we started this a few years back, the two questions that would always come up first with respect to why we're starting with the litigator were these. One, is this guy going to tell us that every corporate lawyer is an idiot and all the contracts we write are bad? And I promise you, I will not do that. I understand that there are many reasons why things ...

Elements of Style and Unique Challenges in Transactional Writing

Transcripts  Transcripts    

Recorded on: Jul. 28, 2017

JEFFREY SIMES: So I wanted to give a further answer to the question we had at the break, which are what are other resources we can review. And I apologize, I couldn't can remember the name, but PLI has an excellent book called-- it's by Charles Fox, called Working with Contracts, What Law School Doesn't Teach You. And it's a pretty basic overview, but it covers a lot of ground. So Fox, Working with Contracts. KEVIN SHERIDAN, JR.: OK, thanks Jeff. ...

All Things Canadian: Cross-Border Securities Offerings

Transcripts  Transcripts    

Recorded on: Jul. 26, 2017

AMY TAUB: It is now my pleasure to turn this briefing over to Tim McCormick. TIM MCCORMICK: Thanks Amy. Thank you everyone for attending on a Monday afternoon to hear about All Things Canadian and some Cross-Border Offerings. Just initially to set out what we plan to cover today, first we'll go through or I'll go through the regulators and quasi-regulatory authorities in Canada, the sources of regulation in Canada. Then, we'll get into the basic ...

Advising Clients on Insider Trading Compliance Practices

Transcripts  Transcripts    

Recorded on: Jul. 25, 2017

REED M. BRODSKY: Well, now that you got charged up with the boring stuff, which were the facts of some cases that are going on, and the most recent case is in the last year, I'd like to introduce you to the much more esteemed panel, all right? With a record much far that exceeds the last panel. And so I think you'll be impressed with what they have to say. What we're going to do over the next hour is focus on some practical realities for people who ...

Ethical Concerns Involving Attorney Use of Social Media: New New York State Bar Association Guidelines

Transcripts  Transcripts    

Recorded on: Jul. 25, 2017

AMY TAUB: It's now my pleasure to turn this briefing over to Ron Hedges. RONALD HEDGES: Thank you Amy and good afternoon, everyone. We are going to be doing a general introduction to a number of issues involving attorney use of social media. And we're going to be doing it based on a review of a new edition of the New York State Bar Association's social media ethics guidelines that we will get into in a few minutes. First, as we begin, Amy mentioned ...

Hiring Without Fear: Best Practices for Navigating the Employee Hiring Process

Transcripts  Transcripts    

Recorded on: Jul. 25, 2017

AMY TAUB: Thank you. Hello, my name is Amy Taub and I'm a program attorney with PLI, a nonprofit learning organization. I would like to welcome you to today's briefing, Hiring Without Fear, Best Practices for Navigating the Employee Hiring Process. Before I begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access ...

Representing Children in Removal Proceedings and Immigration Relief for Victims of Crime or Abuse

Transcripts  Transcripts    

Recorded on: Jul. 25, 2017

PARISA KARAAHMET: As I said earlier, we are going to be-- I'm going to be really going very lightly on the bios, if at all, because I want to make sure that we have time to get to content. This is one of the more sought-after, interesting panels for people who are really interested in representing victims of crime or abuse in vulnerable communities. Not that immigrants aren't generally a vulnerable community, but believe it or not, there are subdivisions ...

The Evolving Landscape for the Immigration Practitioner and Practice and Procedure in Removal Proceedings

Transcripts  Transcripts    

Recorded on: Jul. 25, 2017

PARISA KARAAHMET: So the first panel is-- we thought an excellent way to start off the day, it's about the evolving landscape for the immigration practitioner. Practice and procedure in removal proceedings. It's good too for those of you who may not have a great understanding of how things work in the removal context to sort of listen in on this panel first, and then everything else, which really focuses more on applications for relief, throughout ...

Native Advertising Around the World

Transcripts  Transcripts    

Recorded on: Jul. 25, 2017

AMY TAUB: Hello, My name is Amy Taub. And I'm a program attorney with PLI, a nonprofit learning organization. I would like to welcome you to today's briefing, native advertising around the world. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to material for this briefing via the Course Materials ...

A Pivotal Time for Insider Trading Law

Transcripts  Transcripts    

Recorded on: Jul. 25, 2017

DAVID I. MILLER: So we're going to start now with the first panel and jump right into it. And this is entitled, A Pivotal Time for Insider Trading Law. Let me provide introductions to the panelists, and then they'll each make a short statement before we get into the question and answer. To my right, immediate right, is Antonia Apps. Now, Ms. Apps is a partner in the New York office of Milbank, Tweed specializing in white collar crime, securities enforcement, ...

Electronic Information in Criminal Investigations and Proceedings

Transcripts  Transcripts    

Recorded on: Jul. 25, 2017

AMY TAUB: Hello, my name is Amy Taub and I'm a program attorney with PLI, a nonprofit learning organization. I would like to welcome you to today's briefing, Electronic Information in Criminal Investigations and Proceedings. Before I begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this ...

Accounting Fraud, Damages Calculation and Forensic Investigations

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

MARK WOOD: OK, we're going to go right into the next session, which is going to cover accounting fraud, damages calculations, and forensic investigations. Terry, along with Jonathan Carey and Christine Davis are going to lead that presentation. Jonathan Carey is the founder and president of Legal Vision, a litigation presentation strategy consulting firm here in San Francisco. And Christine Davis is the director of forensic and financial report accounting ...


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