transcript   Transcript

Plan Assets Abroad - Foreign Transaction

Recorded on: Mar. 20, 2018
Running Time: 01:01:50

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 ERISA Plan Investments in Financial Markets 2018: The Fundamentals Recorded March 2018 in New York

Plan Assets Abroad - Foreign Transaction [01:01:50]

  • Prohibited transaction issues
  • Indicia of ownership
  • Foreign exchange
  • Offshore feeder funds and blockers
  • Key exemptions

Jeanie Cogill, Andrew L. Oringer, Jeffrey Ross

The purchase price of this Web Program segment includes the following articles from the Course Handbook available online:

  • Happily Ever After?—Investment Funds That Live with ERISA, for Better and for Worse (March 31, 2016)
    Andrew L. Oringer
  • The ERISA Evolution—A Historical Perspective
    Andrew L. Oringer
  • The Sun Never Sets on ERISA—ERISA Implications for Foreign Investment Funds
    Jeffrey A. Lieberman, Andrew L. Oringer
Presentation Material
  • Plan Assets Abroad - Foreign Transaction Handout
    Jeanie Cogill, Andrew L. Oringer, Jeffrey Ross
  • Plan Assets Abroad - Foreign Transactions
    Jeanie Cogill, Andrew L. Oringer, Jeffrey Ross
(s)
Jeanie Cogill ~ Morgan, Lewis & Bockius LLP
Andrew L. Oringer ~ Dechert 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
  • YouTube
  • RSS

All Contents Copyright © 1996-2018 Practising Law Institute. Continuing Legal Education since 1933.

© 2018 PLI PRACTISING LAW INSTITUTE. All rights reserved. The PLI logo is a service mark of PLI.