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Description: This program will focus on key issues and developments that arise under ERISA when organizing and operating private equity and hedge funds.
The experienced faculty will examine the main ERISA issues affecting fund formation, including:
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Identifying benefit plan investors
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Applying the ERISA plan asset rules to different fund structures
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Drafting and negotiating ERISA provisions in fund documents and side letters with benefit plan investors
The program will also cover:
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ERISA issues that impact the operation of funds and the investment of fund assets, such as managing an ERISA plan asset fund
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Qualifying investments as venture capital investments for purposes of the ERISA plan asset rules
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Implications of the recent Sun Capital and Saint-Gobain decisions for private equity funds
Who Should Attend?
ERISA practitioners and fund attorneys who need a fundamental understanding of the implications of ERISA for their practice or anyone who would benefit from a discussion of these topics by experienced ERISA practitioners.
Agenda:
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Introduction
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Structuring
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Why ERISA matters in fund structuring
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Tips for effective interaction between ERISA practitioners and fund team
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Overview of plan asset regulations
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Compliance with the 25% test
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Customary fund provisions
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Consequences of and steps to deal with non compliance
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Compliance with VCOC and REOC requirements
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Customary fund provisions
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Structuring a plan asset feeder
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Investment Activity
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Controlled group liability under ERISA
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Other issues in structuring VCOC and REOC investments
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Negotiations with PBGC
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Implications of Saint-Gobain and Asahi Tec
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Investing assets of plan asset fund or parallel separate account
 | | Practice Areas: | | Banking & Finance Law, ERISA, Employee Benefits & Compensation, Venture Capital & Private Equity | | | Online Media Type: | | Video | | | Production Date: | | 09/09/2014 6:00 PM EDT | | | Level: | | Intermediate | | | Category: | | Standard | | | Duration: | | 2 Hours, 0 Minutes | | | Online Format: | | Live | | | Course Type: | | Public |
Click here for information on subscription discounts and Group Viewing opportunities.
Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
CLE Scholarship information
Tuition Assistance for legal professionals taking our programs. Learn more about the program.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.
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West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.
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| | • | Ira G. Bogner - Proskauer Rose LLP | | • | Michael S. Hong - Paul, Weiss, Rifkind, Wharton & Garrison LLP | | • | Ian L. Levin - Willkie Farr & Gallagher LLP | | • | Alicia C. McCarthy - Wachtell, Lipton, Rosen & Katz | | • | David C. Olstein - Skadden, Arps, Slate, Meagher & Flom LLP | | • | Amanda N. Persaud - Wachtell, Lipton, Rosen & Katz | | • | Brian D. Robbins - Simpson Thacher & Bartlett LLP | | • | Kenneth J. Laverriere - Shearman & Sterling LLP | | • | Glenn Sarno - Simpson Thacher & Bartlett LLP |
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