transcript   Transcript

Current Topics for Investment Managers of ERISA Plans

Recorded on: May. 17, 2017
Running Time: 00:57:08

Full Transcript:



If you are a Privileged Member, just log in and start reading now! If you are not a Privileged Member, please click here to learn how unlimited access to PLI programs may be right for you and your firm.

To access the streaming media of this presentation, please purchase the corresponding seminar segment.

Taken from the Web Program Pension Plan Investments 2017: Current Perspectives recorded May, 2017 in New York.

Current Topics for Investment Managers of ERISA Plans [00:57:08]
  • The DOL’s lawsuit against the International Association of Machinists concerning the process of selecting investment advisors
  • Current issues in negotiating investment management agreements
  • Current practices in incentive fee arrangements

Laura E. Bader, Ira G. Bogner, Jeffrey Ross


The purchase price of this segment includes the following article from the Course Handbook available online:

  • Current Topics for Investment Managers of ERISA Plans
    Ira G. Bogner, Jeffrey Ross, Laura E. Bader
  • Complaint for ERISA Violations, Perez v. Roach, et al., No.16-cv-00120-RBW (D.D.C. Jan. 24, 2016)
    Ira G. Bogner, Laura E. Bader, Jeffrey Ross
  • Consent Judgment and Order, Perez v. Roach, et al., No.16-cv-00120-RBW (D.D.C. July 18, 2016)
    Ira G. Bogner, Jeffrey Ross, Laura E. Bader
  • Moreno v. Deutsche Bank Americas Holding Corp., 2016 WL 5957307 (S.D.N.Y. Oct. 13, 2016)
    Laura E. Bader, Jeffrey Ross, Ira G. Bogner
  • Santomenno v. Transamerica Life Insurance Company, 2016 WL 2851289 (C.D. Cal. May 13, 2016)
    Ira G. Bogner, Jeffrey Ross, Laura E. Bader
  • Order Denying Defendants’ Motion to Dismiss, Wildman v. American Century Services, LLC, No. 4:16-CV-00737-DGK (W.D. Mo. Feb. 27, 2017)
    Jeffrey Ross, Ira G. Bogner, Laura E. Bader

Presentation Material

  • Managers of Managers, Subadvisors and Funds within Funds: Self-dealing, Reasonable Compensation and other Thorny Issues
    Laura E. Bader, Ira G. Bogner, Jeffrey Ross
(s)
Laura E Bader ~ Jones Day
Ira G Bogner ~ Proskauer Rose LLP
Jeffrey Ross ~ Fried, Frank, Harris, Shriver & Jacobson LLP
Share
Email
Transcript FAQ's
  • How Can I Access Transcripts?
    You must be a Member in good standing.

  • Can I access the Video?
    Yes, you can access the video if you have the Adobe Flash plugin installed. Click on the video camera icon when you mouse over each paragraph. The media will begin playback at that point.

  • Can I get CLE credit for reading the transcript?
    No, CLE credit cannot be earned for reading a transcript. CLE credit is issued only for verified attendance while watching a web program. If seeking credit, please verify the program's eligibility for credit and expiration date in your jurisdiction on the web segment launch page before commencing the program.

  • FOLLOW PLI:
  • twitter
  • LinkedIn
  • GooglePlus
  • RSS

All Contents Copyright © 1996-2017 Practising Law Institute. Continuing Legal Education since 1933.

© 2017 PLI PRACTISING LAW INSTITUTE. All rights reserved. The PLI logo is a service mark of PLI.