FacultyFaculty/Author Profile
Jason Bortz

Jason Bortz

Capital Research and Management Company
Senior Counsel, Senior Vice President
South Pasadena, CA, USA


Jason Bortz is a senior vice president and senior counsel at Capital Group, the investment manager to the American Funds.  He has been practicing law for 19 years.  Throughout his career, Jason has worked on tax and retirement plan issues.  Prior to joining Capital, Jason was a partner with Davis & Harman, LLP in Washington, D.C.  Before that, he was a law clerk for a federal court of appeals judge.  He holds a juris doctorate degree from Cornell Law School and a bachelor’s degree in philosophy from Hamilton College.  He is a contributing author to several books, including the 403(b) Answer Book, the Annuities Answer Book, The Complete Guide to Nonprofits and BNA’s Tax Management Portfolio on Cash or Deferred Arrangements.  He is a member of the California, New York and Washington, D.C. bars. Jason is based in Los Angeles.
Jason Bortz is associated with the following items:
Web Segment  Web Segment The Department of Labor’s New Fiduciary Rule - Investment Management Institute 2017, Monday, March 27, 2017
ERISA: Platforms and Investment Products - Post-Fiduciary Regulation - ERISA 2017: The Evolving World, Wednesday, August 02, 2017
CHB Chapters  CHB Chapters The DOL Fiduciary Rule (PowerPoint slides) - Investment Management Institute 2017, Monday, March 27, 2017
MP3 Audio  MP3 Audio The Department of Labor’s New Fiduciary Rule - The Department of Labor’s New Fiduciary Rule, Monday, March 27, 2017
ERISA: Platforms and Investment Products - Post-Fiduciary Regulation - ERISA: Platforms and Investment Products - Post-Fiduciary Regulation, Wednesday, August 02, 2017
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg The Department of Labor’s New Fiduciary Rule - The Department of Labor’s New Fiduciary Rule, Monday, March 27, 2017
ERISA: Platforms and Investment Products - Post-Fiduciary Regulation - ERISA: Platforms and Investment Products - Post-Fiduciary Regulation, Wednesday, August 02, 2017
On-Demand Web Programs  On-Demand Web Programs Investment Management Institute 2017, Thursday, March 30, 2017, New York, NY
ERISA 2017: The Evolving World, Tuesday, August 08, 2017, New York, NY
Transcripts  Transcripts ERISA: Platforms and Investment Products - Post-Fiduciary Regulation - ERISA: Platforms and Investment Products - Post-Fiduciary Regulation, Wednesday, August 02, 2017
Live Seminar  Live Seminar Investment Management Institute 2018, Thursday, March 22, 2018, New York, NY
Live Webcast  Live Webcast Investment Management Institute 2018, Thursday, March 22, 2018, New York, NY
PLI Grpcast-Live Web  PLI Grpcast-Live Web Investment Management Institute 2018, Thursday, March 22, 2018, Atlanta, GA
Investment Management Institute 2018, Thursday, March 22, 2018, Philadelphia, PA
Investment Management Institute 2018, Thursday, March 22, 2018, Pittsburgh, PA
Investment Management Institute 2018, Thursday, March 22, 2018, Mechanicsburg, PA
Investment Management Institute 2018, Thursday, March 22, 2018, Cleveland, OH
Investment Management Institute 2018, Thursday, March 22, 2018, New Brunswick , NJ
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