transcript   Transcript

Plan Assets Abroad - Foreign Transaction

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

Full Transcript:

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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
Jeanie Cogill ~ Morgan, Lewis & Bockius LLP
Andrew L. Oringer ~ Dechert LLP
Jeffrey Ross ~ Fried, Frank, Harris, Shriver & Jacobson LLP
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