PLI - Understanding Financial Products 2019

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Registration Options

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TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Jan. 24, 2019
9:00 AM
ENDFri., Jan. 25, 2019
5:00 PM
CLE 11.5 sub/1 eth PRICE $1,895.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Jan. 24, 2019
9:00 AM
ENDFri., Jan. 25, 2019
5:00 PM
CLE 11.5 sub/1 eth PRICE $1,895.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTThu., Jan. 24, 2019
9:00 AM
ENDFri., Jan. 25, 2019
5:00 PM
CLE 11.5 sub/1 eth PRICE $1,895.00

About

The explosion of new financial products over the past decade like the emergence of cryptocurrencies, the implosion of the credit markets and the resulting significant regulatory requirements underline the importance of a basic understanding of financial products. While these instruments have been invaluable investment tools, with enormous potential for product manufacturers and investors, they also create potentially significant legal risks and challenges for their promoters, users, legal counsel and regulators. This seminar is designed as a hands-on learning tool to explain the fundamentals that you need to know when dealing with the more common financial investment products in the marketplace today.

This program is aimed at attorneys at all levels who are involved in securities, corporate, banking and finance and insurance law, and in-house counsel, financial planners, financial advisors, bankers and accountants.

Topics Include

Cryptocurrencies as an asset class
Learn how mutual funds and other investment companies are structured and distributed
Explore how hedge funds and other private funds are structured and operated following the controversial JOBS Act and in light of government enforcement agencies’ efforts surrounding them
Evaluate universal life insurance, variable insurance products, guarantees and life settlements
Discuss flow-through entities, including REITS, BDCs and similar vehicles
Understand the effects of the credit crisis on securitized products
Consider the mortgage market since the financial crisis, including the roles of Fannie Mae, Freddie Mac and the FHA, and the emergence of covered bonds as a financial product
Gain insight into the use of derivatives — swaps, collars, options, futures and forwards to hedge portfolio positions

Faculty

No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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