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Richard T. Choi

Richard T. Choi

Jorden Burt LLP
Partner
Washington, DC, USA


Richard T. Choi is a Partner in the Washington, DC office of Jorden Burt LLP. Mr. Choi has extensive experience advising investment companies, investment advisers, broker-dealers, and life insurance companies on federal and state securities and insurance compliance and regulatory matters.

Mr. Choi's experience includes advising investment company boards, independent directors and trustees, and special committees of directors and trustees. He counsels clients on the development and distribution of sophisticated financial products, such as variable annuities, variable life insurance, and face-amount certificates. His experience also includes representation of investment advisers and investment companies in regulatory compliance inspections and examinations, opinions on the availability of 1940 Act exemptions in connection with various types of transactions, and in-house training and education seminars on a variety of regulatory and compliance matters.

Mr. Choi has published numerous articles and regularly speaks on federal securities issues relating to variable insurance products and mutual funds. Mr. Choi has appeared on Bloomberg TV and has been quoted in Bloomberg, the Chicago Tribune, the Los Angeles TimesNational UnderwriterU.S. Banker, the Wall Street Journal Online, and other financial and trade publications. 

Mr. Choi also serves as co-chair of the Advanced Annual ALI CLE Conference on Life Insurance Company Products, now in its 31st year.

Education
J.D., University of Virginia School of Law, 1987
B.A. (with honors), University of Chicago, 1984

Richard T. Choi is associated with the following items:
Treatise Chapters  Treatise Chapters Marketing on the Internet - Variable Annuities and Variable Life Insurance Regulation, Thursday, October 12, 2017
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