transcript   Transcript

Current Topics for Investment Managers of ERISA Plans

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

Full Transcript:

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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
Laura E Bader ~ Jones Day
Ira G Bogner ~ Proskauer Rose LLP
Jeffrey Ross ~ Fried, Frank, Harris, Shriver & Jacobson LLP
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