Hot Topics for ERISA Plans: Alternative Assets, Digital Currency, and ESG (On-Demand)

General Credits:
Original Date Of Course:

$179.00

Course Description

This CLE webinar will provide ERISA counsel with an in-depth overview of current ERISA-related developments and guidance with respect to ESG investing, proxy voting, digital currency, and alternative assets. The panel will discuss the rules, fiduciary issues, and transaction risks associated with such investments and activities, ERISA compliance, exposure for fiduciaries, and best practices for ERISA counsel, plan sponsors, and fiduciaries.

Syllabus

  1. Alternative Assets
  2. Digital Currency
  3. ESG Products
  4. ERISA Plans

Credit Details

Course Type

Course Instructor

Alexander P. Ryan, Esq., David C. Kaleda, Esq., David C. Olstein, Esq.

Original Date Of Course

General Credits

1.5

Alexander P. Ryan, Esq.
Alexander P. Ryan, Esq.
Alexander P. Ryan, Esq. is a partner in the Executive Compensation & Employee Benefits Department, specializing in ERISA Title I matters and advising plan sponsors and service providers on fiduciary issues under ERISA and the Internal Revenue Code. His practice encompasses investment-related matters including the structure and implementation of private equity, real estate, hedge funds, and other investment products, as well as representation in Department of Labor enforcement actions and investigations.
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David C. Kaleda, Esq.
David C. Kaleda, Esq.
David C. Kaleda, Esq. is a Principal at Groom Law Group with extensive experience in fiduciary matters serving plan sponsors, investment committees, financial services firms, and other institutional clients. He was appointed to the DOL's ERISA Advisory Council by the Secretary of Labor and is a frequent speaker, author, and editorial board member for publications including The Investment Lawyer, with articles appearing in numerous industry journals and presentations delivered to organizations such as SIFMA, the ABA Tax Section, and the Society of Actuaries.
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David C. Olstein, Esq.
David C. Olstein, Esq.
David C. Olstein, Esq. is a partner at Hogan Lovells US LLP whose practice focuses on ERISA fiduciary responsibility provisions and prohibited transaction excise tax rules under the Internal Revenue Code. He advises financial institutions, plan sponsors, investment committees, and high net worth individuals on ERISA compliance, fiduciary duties, and the investment of pension plan and IRA assets, and serves as an assistant chair of the American Bar Association's Fiduciary Responsibility/Plan Investments Subcommittee.
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