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ERISA Retirement Plans: Mitigating Liability Risks for Hedge and Private Equity Fund Alternative InvestmentsStrafford |
June 20, 2019 Recorded Online Webinar |
Exercising Due Diligence to Avoid Investment Landmines for Investors and Fund Managers This CLE webinar will provide ERISA and asset management counsel with a review of due diligence practices for fund managers, trustees and plan administrators. The panel will offer best practices to mitigate regulatory scrutiny and lawsuits by plan participants. ERISA’s fiduciary rules and heightened attention on compliance means ERISA plans are subject to enhanced scrutiny, including with respect to plan investments. Plans that invest in alternatives, such as hedge funds and private equity funds, must focus on vetting asset managers, doing sufficient due diligence, and negotiating appropriate protections with asset managers. Otherwise, plan fiduciaries risk claims of breach of their ERISA fiduciary duties, including with respect to poor governance and excessive risk-taking in their plans’ investments. In order to attract and retain ERISA plan investment capital, it is vitally important that asset managers fully understand their ERISA obligations in operating hedge funds, private equity funds, and other alternative investment funds. Consequently, counsel to these investment managers must fully grasp and guide their clients on full compliance with the duties of ERISA fiduciaries to plans and their participants. Listen as our experienced panel of ERISA counsel provides guidance on the legal and investment framework and risks that must be considered by alternative asset managers. Outline:
The panel will review these and other relevant questions:
Faculty:
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