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Webinar: Collective investment trusts and the 2024 regulatory landscape (January 10, 2024)

January 10, 2024

United States
United States
United States

As we usher in the new year, join Eversheds Sutherland for a complimentary webinar to look back on key regulatory developments that impacted CITs in 2023 and to look ahead to what's on the horizon in 2024. 

In this webinar we will focus on:

  • OCC developments
  • DOL regulatory update (proposed fiduciary rule and amendments to exemptions, QPAM amendments and proxy voting)
  • The SEC regulatory agenda and implications for CITs
  • Liquidity and transaction cost issues for CITs
  • 403(b) investments in CITs

CLE credit is approved for this webcast in CA, GA, NE, NY, PA and TX. CLE credit is pending in IL, VA and WA. An individual attorney application may be required for attorneys licensed outside those states. Please check with your respective bar(s) for confirmation. This program's content is transitional and is appropriate for both newly admitted and experiences NY attorneys. 

Reminder: distance learning courses should be attended in an educational setting that is free from distractions.

 

The materials on the Eversheds Sutherland website are for general information purposes only and do not constitute legal advice. While reasonable care is taken to ensure accuracy, the materials may not reflect the most current legal developments. Eversheds Sutherland disclaims liability for actions taken based on the materials. Always consult a qualified lawyer for specific legal matters. To view the full disclaimer, see our Terms and Conditions or Disclaimer section in the footer.

Key contacts

cliffordkirsch@eversheds-sutherland.com

Clifford E. Kirsch

Partner

New York, United States

ethancorey@eversheds-sutherland.com

Ethan D. Corey

Senior Counsel

Washington, DC, United States

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Gerald T. Lins

Special Counsel

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