Skip to main content

Events Events Section

Speakers

ERISA Fiduciary Investment Basics 2017

Seminar

March 20, 2017
177 Avenue of the Americas
New York, NY 10036

Hedge Fund CEO meets with outside counsel. Through a series of Q&A's, the basic ERISA issues are reviewed from the perspective of the hedge fund:

  • What is the structure of the fund?
  • What does it mean to manage "plan assets" under ERISA and how do I know if my fund will be deemed to hold "plan assets"?
  • Is the fund manager an ERISA fiduciary and, if so, what are the consequences?
  • How does ERISA plan status affect hedge fund business operations, e.g. payment of fees to the fund manager, indicia of ownership requirements, ERISA bonding requirements?