• Simulcast - PLI

PLI - ERISA Plan Investments in the Financial Markets 2020: The Fundamentals

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TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTMon., Mar. 16, 2020
9:00 AM
ENDMon., Mar. 16, 2020
5:00 PM
CLE 6.5 sub/0 eth PRICE $1,850.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTMon., Mar. 16, 2020
9:00 AM
ENDMon., Mar. 16, 2020
5:00 PM
CLE 6.5 sub/0 eth PRICE $1,850.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTMon., Mar. 16, 2020
9:00 AM
ENDMon., Mar. 16, 2020
5:00 PM
CLE 0 sub/0 eth PRICE $1,850.00

About

ERISA plans are major investors in a constantly evolving financial marketplace. Both financial firms designing and selling financial products and plans purchasing financial products need to understand the inner workings of the products in order to analyze them under ERISA and ensure compliance. This course provides an in-depth look at the nuts and bolts of various financial instruments and investment vehicles and the ERISA issues that arise in connection with them. With each focusing on a different type of common plan investment, our panels of experts will explore the interaction between ERISA and the Code and how financial products and markets actually work. 

What You Will Learn 

  • Understand ERISA's initial transition to the new rules and application to the financial community
  • Explore issues arising under ERISA in connection with derivatives and other financial instruments, including an update on the DOL's Fiduciary Rule
  • Analyze the issues arising under ERISA in connection with commingled investment vehicles - VCOC, REOC and hedge funds
  • Evaluate the ERISA implications of using alternative investment vehicles
  • Gain expert insights on the implications of investing plan assets abroad -- foreign transaction considerations 
Practice Areas

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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