Investment managers that solicit investment assets from public pension systems need to consider a broad array of federal, state and local laws that may govern the marketing to such pension plans. These federal, state and local laws are far from uniform, and investment managers must assess the applicable restrictions with respect to each public pension system whose funds they seek to manage. Presented by David Dickstein, Partner, Katten Muchin Rosenman LLP, Elliot Ganz, LSTA, Richard Marshall, Partner, Katten Muchin Rosenman LLP and Amanda Segal, Partner, Katten Muchin Rosenman LLP.
File | investment-adviser-marketing-to-public-pension-plans.pdf |
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