Mastering QPAM Exemption Changes: Essential Insights for Investment Managers

Thompson Hine LLP

The Department of Labor has finalized amendments to a key ERISA prohibited transaction exemption widely used by asset managers for four decades. The exemption allows qualified professional asset managers (QPAMs) to engage in many routine transactions that ERISA would otherwise prohibit.

Join Thompson Hine lawyers Brian Gaj and Cassandra Borchers for an informative webinar that will provide an in-depth analysis of the recent modifications to the QPAM exemption, a critical component for investment managers and entities such as private equity funds and collective investment trusts.

Key Discussion Topics:

• Understanding the Changes: Gain clarity on recent amendments to the QPAM exemption, exploring implications for investment managers.
• Actionable Steps: Learn essential compliance measures for investment managers given the recent changes.
• Special Considerations: Explore unique challenges and opportunities for private equity funds and collective investment trusts under the updated criteria.

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