Institutional Investor Forum 2011

March 22, 2011

Event| Limited Liability Company & Partnership Advisory

Institutional investors, including pension plans, endowments, sovereign wealth funds, insurance companies, banks, family offices and fund-of-funds, face complex legal challenges in successfully managing their investment portfolios.  At this program, senior legal officers at leading global institutional investors, leading law firm attorneys and regulatory officials will discuss key issues and practical solutions to the legal and regulatory challenges confronting institutional investors today, including:

  • Regulatory changes to the credit ratings process and how new rating standards are affecting fixed income deals and investment considerations
  • The Dodd-Frank Act’s impact on investors’ portfolio derivative usage and corporate governance standards associated with public equity investments
  • Regulatory issues and due diligence factors associated with investments in global emerging and “frontier” markets and managers with varied regulatory standards, including Foreign Corrupt Practices Act considerations
  • Changing Delaware and offshore legal standards governing investments in hedge funds and private equity funds, including shifting general partner fiduciary standards
  • The latest SEC and CFTC enforcement and regulatory trends impacting institutional investors
  • Practical documentation drafting tips and investment structuring considerations

James Leyden will speak during a panel entitled "Practical Considerations Associated With Alternative Investments, Including Hedge Funds," which will explore:

  • Key foreign and state regulatory changes impacting manager-investor relations
  • Heightened corporate governance mechanisms for investor protection with offshore funds
  • Evolving Delaware GP-LP legal standards, including general partner fiduciary standards 
  • Negotiation and drafting tips