Assorted legal issues arise when fiduciaries of nonprofit endowment funds, foundations, pension plans, and other similar organizations consider alternative investments in diversifying their investment portfolios. Partners from Ballard Spahr's Philadelphia and Denver offices will join Drexel University's Director of Investments via videoconference in a panel discussion surrounding such issues.

The program is aimed at investment professionals, investment managers, general counsel, and financial officers. Those who would benefit include trustees and any other entity or group that invests on behalf of, or controls the investment decisions of, pension funds, higher education endowments, private foundations, large nonprofit organizations, or large family offices.

TOPICS

  • Types of liquid and illiquid investment products
  • Developments in due diligence, negotiable issues, side letters
  • Hot topics in alternative investments
  • Administrative issues, such as valuation, ongoing due diligence, tax reporting (including unrelated business income tax and foreign account tax reporting)

Program

Denver
8:30 AM - 9:00 AM MT | Breakfast
9:00 AM - 10:30 AM MT | Program

Philadelphia
11:00 AM - 12:30 PM ET | Program
12:30 PM - 1:00 PM ET | Lunch

A continental breakfast will be served in Denver and lunch in Philadelphia.

Locations

Ballard Spahr
1735 Market Street, 42nd Floor
Philadelphia

Ballard Spahr
1225 17th Street, Suite 2300
Denver

panelists

Brian M. Pinheiro, Partner-in-Charge, Employee Benefits and Executive Compensation Group
Michele J. Rowland, Partner, Business and Finance Department
John L. Ruppert, Partner, Business and Finance Department
Jeffrey R. Davine, Partner, Tax and Exempt Organizations Groups
Catherine Ulozas, Director of Investments, Drexel University, Philadelphia

Continuing Legal Education

This program offers 1.5 Pennsylvania CLE credits and 1.8 New Jersey CLE credits. In addition, 1.5 Colorado CLE credits are pending. Uniform Certificates of Attendance will be available for obtaining CLE credit from other jurisdictions.