transcript   Transcript

Ethical Considerations: Knowing Your ERISA Client

Recorded on: Mar. 21, 2017
Running Time: 01:01:47

Full Transcript:

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Taken from the Web Program ERISA Fiduciary Investment Basics 2017 recorded March, 2017 in New York.

Ethical Considerations: Knowing Your ERISA Client [01:01:47]

Advising the Chief Investment Officer vs. Chair of the Investment Committee for the Plan

  • Identifying the client
  • Information barriers
  • Exceptions to the attorney client privilege
  • Exemptive relief relied upon not available: What should you do?

Shannon Barrett, Glenn E. Butash, Howard Pianko

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

  • Professional Responsibility and the ERISA Lawyer
    Glenn E. Butash
Shannon Barrett ~ O'Melveny & Myers LLP
Glenn E Butash ~ Managing Counsel, U.S. Compensation & Benefits, Nokia
Howard Pianko ~ Seyfarth Shaw LLP
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