Henry Bregstein, global co-chair of the Financial Services practice, will co-present panel discussions on "Creating an IDF" at 9:10 a.m. on Tuesday, May 17 and on "What is the Investor Control Doctrine?" at 11:30 a.m. on Wednesday, May 18 at the 2016 Private Placement Life Insurance & Variable Annuities Forum. Henry's panel on May 17 will discuss the following topics related to creating an IDF:

  • structure and market participants;
  • diversification;
  • documentation;
  • distribution; and
  • unexpected issues.

On May 18, Henry's panel will explore the following discussion topics in relation to the investor control doctrine:

  • actual control—not exercising control over or influencing investment decisions;
  • pre-arranged plan—there must not be a pre-arranged plan to make an IDF available or select any individual investment;
  • information flow—no discussion as to the quality or rate of return of any investment or group of investments; and
  • property interest or other rights—no legal, equitable, direct or indirect interest in any of the assets in which an insurance company is investing.

For more information, click here.

The Colonnade Hotel
120 Huntington Ave
Boston, Massachusetts