transcript   Transcript

The Launch – Establishing a Plan Assets Fund

Recorded on: Mar. 21, 2017
Running Time: 01:30:36

Full Transcript:

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

The Launch – Establishing a Plan Assets Fund [01:30:36]

Hedge Fund CEO meets with outside counsel.  Through a series of Q&A’s, the basic ERISA issues are reviewed from the perspective of the hedge fund:

  • What is the structure of the fund?
  • What does it mean to manage “plan assets” under ERISA and how do I know if my fund will be deemed to hold “plan assets”?
  • Is the fund manager an ERISA fiduciary and, if so, what are the consequences?
  • How does ERISA plan status affect hedge fund business operations, e.g. payment of fees to the fund manager, indicia of ownership requirements, ERISA bonding requirements?

Mary E. Alcock, Ira G. Bogner, Sarah Downie

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

  • The ERISA Basics
    Mary E. Alcock, Sarah E. Downie, Ira G. Bogner
Mary E Alcock ~ Cleary Gottlieb Steen & Hamilton LLP
Ira G Bogner ~ Proskauer Rose LLP
Sarah Downie ~ Weil, Gotshal & Manges LLP
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