Author : Ira Bogner
Publisher : Execsense
ISBN 13 : 9781597011037
Total Pages : pages
Book Rating : 4.0/5 (11 download)
Book Synopsis Key Provisions for ERISA Investors Investing in a Private Equity Fund by : Ira Bogner
Download or read book Key Provisions for ERISA Investors Investing in a Private Equity Fund written by Ira Bogner and published by Execsense. This book was released on 2006-05 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The goal of this Virtual Leadership Seminar? is to quickly and efficiently provide you with information on key provisions for ERISA investors investing in a private equity fund.Upon completion of the 30 minute audio based seminar, you will have a solid grasp of the necessary concepts to understand. Topics include: 1) The ?plan asset? status of the fund; 2) Developments in ERISA implications for retirement plans in venture funds; 3) Case studies of several key decisions; 4) Specific tests to make sure the fund meets VCOC requirements. About the Speaker: Ira G. Bogner is a partner in Proskauer's New York office. He has been a member of Proskauer's Tax Department and the Firm's Employee Benefits and Executive Compensation Group since 1990. Ira has provided guidance to clients on a wide variety of matters in the areas of employee benefits and executive compensation, including the investment of plan assets; the implementation of employee benefit plans; employee benefit issues in mergers and acquisitions; the awarding of equity-based compensation; and the negotiation and drafting of employment agreements and severance arrangements. Ira represents a varied list of clients, including financial service companies, entertainment industry clients, and tax-exempt organizations, and also actively represents individual executives in executive compensation matters. Ira provides day-to-day guidance to financial service industry clients handling a variety of projects, such as the design of products targeted to pension funds and IRAs, and the review of fee arrangements connected to the sale of mutual fund shares and insurance products. As a result of his work on these projects, Ira has analyzed a wide range of complex ERISA fiduciary and prohibited transaction issues. Ira received a B.A. cum laude from Brandeis University in 1987 and graduated from Fordham University School of Law in 1990. He is a member of the Managed Fund Association's ERISA and Pension Task Force and has served as Secretary, and a member of the Employee Benefits Committee of the Association of the Bar of the City of New York.