Advertisement

Pension Plan Investments in Hedge Funds and Private Equity Funds: How to Avoid the ERISA Trap

Sponsored by Park Avenue Presentations

To contact Park Avenue Presentations, call (212) 772-2424.

Thursday, May 5, 2011

Time: 1:30 pm ET (12:30 am CT, 11:30 am MT, 10:30 am PT)
Length: 90 minutes

Registration - Session Only: $219.00

Registration - Session Plus CD Recording: $319.00

WEBINAR DESCRIPTION

ERISA-covered pension plans invest billions of dollars in private equity funds and hedge funds. The managers of those funds want these plan investors, but don't want to become ERISA fiduciaries.

Similarly, ERISA plan fiduciaries don't want to invest in a private equity or hedge fund in such a way that, due to their pension plan's participation as investors, the fund is deemed to contain "ERISA plan assets."

That is because, among other things, being deemed subject to ERISA may cause fund managers to pass on great opportunities which might not pass muster for an ERISA fiduciary-- or to refuse to take the plan's money as an investor in the fund.

This webinar will teach hedge and private equity fund sponsors and managers and plan fiduciaries how funds can avoid being deemed to hold plan assets even if ERISA plans invest.

AGENDA

Critical US Department of Labor guidelines on when a plan's investment in a fund will result in the fund's assets becoming subject to ERISA and when they will not.

  • What happens if a fund contains plan assets

  • How a fund manager can manage ERISA assets successfully without violating the law.

  • The presentation will also cover real life problems and sophisticated solutions in order to avoid the ERISA trap.

  • This webinar is a must for plan fiduciaries who make investment decisions to invest in funds as well as for private equity and hedge fund sponsors and managers.

FACULTY

Anthony A. Dreyspool, has more than 30 years of experience regarding ERISA matters and substantial knowledge in structuring and forming private real estate and equity funds for the institutional investment market. He counsels plan sponsors regarding fiduciary matters and many of the largest real estate fund managers on ERISA and fund formation matters.

Before forming his own firm, he was a partner with DLA Piper, and prior to that, Of Counsel at Paul, Hastings, Janofsky & Walker in New York. Prior to practicing there, he was the chief ERISA attorney for The Equitable Life Assurance Society of the United States. In that role, he advised Equitable and its investment management subsidiaries on all legal requirements involved in the investment of ERISA plan assets. He began his practice at Dewey Ballantine.

Anthony A. Dreyspool, Esq.

909 Third Ave., 5th Fl., New York, New York 10022

Phone: 212-653-8810

Fax: 212-537-0239

anthonydreyspool@dreyspool-law.com
http://www.dreyspool-law.com

TELECONFERENCE OVERVIEW

* 90-minute webinar (Travel-Free) delivered over the phone and Internet.
* Unlimited listeners per connection - bring the entire department.
* Q&A session with the expert.

This event will be presented live by phone together with a PowerPoint presentation to be viewed on your computer. Internet access is not required for phone-only participants.

The PowerPoint slides will be provided shortly before the event. Once you register, you will receive an email which is your receipt and which includes your instructions for dialing in and logging on. You will also receive an email reminder 24 hours before the webinar.

REGISTER

Registration - Session Only: $219.00

Registration - Session Plus CD Recording: $319.00

(Not available outside the US or Canada)

Would you like to be a speaker at one of our webinars or can you suggest any webinar topics that would be of interest to you?  Please let us know at info@parkavenuepresentations.com.

UPCOMING LIVE AUDIO CONFERENCES

Conflict Management Strategies
Mar. 15, 2011
Registration - Session Only: $199.00
Registration - Session Plus CD Recording: $268.00
Learn More

Change Management: A Five-Part Plan for Leading in a Transition
Mar. 15, 2011
Registration: $219.00
Registration - Session plus CD Recording: $308.00
Learn More

Hot Topics In Wage and Hour Law in New Jersey
Mar. 16, 2011
Registration - Session Only: $199.00
Registration - Session Plus CD Recording: $268.00
Learn More

Exempt or Nonexempt? Coping with Tougher Overtime Enforcement Under the Obama DOL
Mar. 16, 2011
Registration: $219.00
Registration - Session plus CD Recording: $308.00
Learn More

Paid Time-Off Banks: Can They Save You Time, Money, and Headaches? 
Mar. 17, 2011
Registration: $219.00
Registration - Session plus CD Recording: $308.00
Learn More

How to Successfully Use Social Media for Hiring and Retention
Mar. 17, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

Workers' Compensation: Return to Work Issues
Mar. 17, 2011
Registration - Session Only: $209.00
Registration - Session Plus CD Recording: $278.00
Learn More

Using Travel Policy to Control Costs
Mar. 18, 2011
Registration - Session Only: $209.00
Registration - Session Plus CD Recording: $278.00
Learn More

How to Handle Travel Pay Legally
Mar. 21, 2011
Registration - Session Only: $199.00
Registration - Session Plus CD Recording: $268.00
Learn More

Should You Contribute Non-Cash Assets to Your Company's Defined Benefit Pension Plan? Issues and Answers
Mar. 22, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

FMLA Leave Abuse: How to Stop It
Mar. 23, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

Managing Employees Who Can't Work: Understanding and Applying Leave Law in Ohio
Mar. 23, 2011
Registration - Session Only: $199.00
Registration - Session Plus CD Recording: $268.00
Learn More

Responding to an EEO Charge
Mar. 23, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

MS Excel 2007 Tips, Tricks and Shortcuts
That Save Time and Boost Productivity 
Mar. 23, 2011
Registration: $249.00
Registration - Session plus CD Recording: $338.00
Learn More

FMLA Intermittent Leave: New Tools to Combat Abuse
Mar. 24, 2011
Registration: $249.00
Registration - Session plus CD Recording: $338.00
Learn More

Utilizing Mobile and On-Site Medical Clinics to Reduce Health Care Costs
Mar. 24, 2011
Registration - Session Only: $209.00
Registration - Session Plus CD Recording: $278.00
Learn More

I-9 Crackdown- Will Your Company Be Next?
Mar. 29, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

Best Practices in Managing FMLA Leave
Mar. 29, 2011
Registration - Session Only: $209.00
Registration - Session Plus CD Recording: $278.00
Learn More

Handling Unclaimed (Abandoned) Wages: 
Prepare Now for Compliance Crackdown
Mar. 29, 2011
Registration: $219.00
Registration - Session plus CD Recording: $308.00
Learn More

Managing and Motivating the Seven Most Challenging Types of Employees
Mar. 29, 2011
Registration: $219.00
Registration - Session plus CD Recording: $308.00
Learn More

When Employee Bloggers Attack: Responding to
Negative Employee Comments on the Web
Mar. 30, 2011
Registration - Session Only: $199.00
Registration - Session Plus CD Recording: $268.00
Learn More

Leave Law for the Texas Employer: Interaction
Between State and Federal Law and Strategies for
Successfully Managing Employee Leave Issues
Mar. 30, 2011
Registration - Session Only: $199.00
Registration - Session Plus CD Recording: $268.00
Learn More

New York Leave Law
Mar. 30, 2011
Registration - Session Only: $199.00
Registration - Session Plus CD Recording: $268.00
Learn More

Using Incentives to Reduce Injuries and Enrich Your Safety Culture 
Mar. 30, 2011
Registration: $219.00
Registration - Session plus CD Recording: $308.00
Learn More

How to Handle Travel Pay Legally
Mar. 31, 2011
Registration - Session Only: $199.00
Registration - Session Plus CD Recording: $268.00
Learn More

Making Workplace Diversity Work for You
Mar. 31, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.0
Learn More

Employment Litigation: How to Avoid It. How to
Settle It. How to Win It.
Apr. 12, 2011
Registration - Session Only: $219.00
Registration - Session Plus CD Recording: $319.00
Learn More

Choice of Business Entity - How Owners Can Limit Taxes and Liability
Apr. 14, 2011
Registration - Session Only: $219.00
Registration - Session Plus CD Recording: $319.00
Learn More

Telecommuting: Does it Make Sense for Your Company?
April 14, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

How FMLA Leave, ADA and Workers' Compensation Work Together
April 28, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

Misclassifying Independent Contractors and Student Interns:
The Invisible Workforce
May 4, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

FTC's Red Flag Rules: Everything You Need to Know
May 5, 2011
Registration - Session Only: $219.00
Registration - Session Plus CD Recording: $308.00
Learn More 

Employment Decisions and Social Media - What Can an Employer Do?
May 11, 2011
Registration - Session Only: $219.00
Registration - Session Plus CD Recording: $319.00
Learn More 

Exempt v. Nonexempt -- Can You Pass DOL Security?
May 12, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

ADA: "Hot Button" Issues
May 19, 2011
Registration - Session Only: $198.00
Registration - Session Plus CD Recording: $289.00
Learn More

Workplace Privacy - What Employers Need to Know
Jun. 2, 2011
Registration - Session Only: $289.00
Registration - Session Plus CD Recording: $348.00
Learn More


SPREAD THE NEWS

Please forward this invitation to colleagues who may benefit from participating.

This message is sent to you by HRNewswatch