transcript   Transcript

Common and Collective Trust Funds

Recorded on: Nov. 1, 2018
Running Time: 00:59:28

Full Transcript:

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Taken from the Web Program Bank Asset Management and Collective Investment Funds 2018 Recorded October, 2018 in New York [00:59:28]
  • Available SEC Exceptions from Registration
  • Regulation under Part 9
  • The Differences and Similarities between Common and Collective Funds

 Clifford E. Kirsch, Andrew L. Oringer

The purchase price of this Web Program segment includes the following article from the Course Handbook available online:

  • Ch. 49B: Advisers to Collective Trust Funds, Practising Law Institute, Investment Adviser Regulation: A Step-by-Step Guide to Compliance and the Law (3rd Edition) (June 2018)
    Clifford E. Kirsch
Presentation Material
  • Amended Fiduciary Rule: Done, Done, On To The Next One Handout
    Andrew L. Oringer
  • Bank Collective Investment Funds
    Clifford E. Kirsch, Andrew L. Oringer
  • ERISA's Fiduciary Rules - A General Overview Handout
    Andrew L. Oringer
  • Happily Ever After? - Investment Funds That Live With ERISA, For Better And For Worse Handout
    Andrew L. Oringer
    • (s)
      Clifford E. Kirsch ~ Eversheds Sutherland (US) LLP
      Andrew L. Oringer ~ Dechert LLP
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