ERISA Fiduciary Investment Basics 2023 | Practising Law Institute (PLI) | 20 March 2023 | PLI New York, 1177 Avenue of the Americas, Entrance on 45th Street, New York, NY

Venue
PLI New York
PLI New York, 1177 Avenue of the Americas, Entrance on 45th Street, New York, NY

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Event Date Tue Mar 21 UTC (over 1 year ago)
In your timezone (EST): Mon Mar 20 8:00pm - Mon Mar 20 8:00pm
Location PLI New York
1177 Avenue of the Americas, Entrance on 45th Street, New York, NY
Region All
Details

It provides an introduction to the basics of ERISA fiduciary law using a combination of presentations and case studies. At this year’s program, you will learn about ERISA’s basic principles that apply when investing plan assets.

What You Will Learn?
After attending this program, participants will be able to:

• Explain ERISA basics, including terminology; fiduciary duties and responsibilities; prohibited transactions
• Evaluate the ERISA fundamentals for financial institutions and investment advisors
• Discuss the basic ERISA issues raised when establishing a hedge fund that will have “benefit plan” investors
• Discuss the basic ERISA issues raised when a plan fiduciary is considering investing in an alternative investment
• Recognize the different ERISA fiduciary duties and responsibilities that apply defined contribution plans (e.g., 401(k) plans) where the participant is responsible for directing investment
• Identify ethical considerations for the ERISA practitioner

Who Should Attend?
Practitioners in the field (or who are considering entering the field) seeking to gain a better understanding of ERISA’s principles that apply when investing plan assets.

Speakers

2023 Speakers

CHAIRS:

Elizabeth L. Dyer
Cleary Gottlieb Steen & Hamilton LLP

Linda J. Haynes
Seyfarth Shaw LLP

SPEAKERS:

Michael J. Albano
Cleary Gottlieb Steen & Hamilton LLP

Shannon Barrett
O'Melveny & Myers LLP

Ira G. Bogner
Proskauer Rose LLP

Sarah E. Downie
Weil, Gotshal & Manges LLP

Cassandra Labbees
Epstein Becker & Green, P.C.

Nichelle Langone
U.S. Department of Labor

Joshua A. Lichtenstein
Ropes & Gray LLP

Jeffrey A. Lieberman
Skadden, Arps, Slate, Meagher & Flom LLP

Alicia C. McCarthy
Wachtell, Lipton, Rosen & Katz

Patrick S. Menasco
Goodwin Procter LLP

Andrea L. Pollak
Fried, Frank, Harris, Shriver & Jacobson LLP

Rhonda Prussack
Berkshire Hathaway Specialty Insurance

Kai Richter
Cohen Milstein Sellers & Toll PLLC

Nicole Rosser
BlackRock, Inc.

Matthew T. Rutchik
Katten Muchin Rosenman LLP

S. John Ryan
Seward & Kissel LLP

Julie K. Stapel
Morgan, Lewis & Bockius LLP

Alan J. Yurowitz
BlackRock, Inc.