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ON DEMAND: Employee Benefits Tax Series: Defined Contribution Plan Investments in Private Funds

Credit: 0 Credit Hours
Run Time: 76 Minutes

**This is a previously recorded program, originally recorded on November 7, 2019. 

Defined benefit pension plans routinely invest in private equity funds, hedge funds and other private investment funds as part of their overall investment strategy. For defined contribution pension plans, on the other hand, those investments continue to be relatively rare. What gives rise to that dynamic and might changes lie ahead?  Our panelists will discuss:
  • The ERISA and securities law framework generally
  • Fee and liquidity considerations under ERISA
  • Potential ramifications from Sulyma vs. Intel Corp. Investment Policy Committee
  • The June 2019 SEC concept release on the Harmonization of Securities Offering Exemptions and the potential for change
Sponsored by: Employee Benefits Committee of the D.C. Bar Taxation Community
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  • Laurie E. Keenan, Ivins, Phillips & Barker
  • Joshua A. Lichtenstein, Ropes & Gray LLP
  • Meaghan VerGow, O’Melveny & Myers LLP 
On Demand Registration Fees: $20 D.C. Bar Law Student Community Member; $35 D.C. Bar Taxation Community Member; $65 D.C. Bar Member; $65 Government/Nonprofit; $85 Non-member
Please select Individual Registration to register.

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