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ARTICLE · 19 JANUARY 2018

Podcast - Credit Funds: How Managers Can Avoid And Mitigate ERISA Conflicts

Ropes & Gray LLP
Ropes & Gray LLP
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Ropes & Gray LLP

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Credit fund managers face unique conflicts issues under ERISA that require specific policies and procedures designed to identify, avoid and mitigate the risks these conflicts pose.

United StatesFinance and Banking
Joshua A. Lichtenstein
Joshua A. Lichtenstein
Jessica Taylor O'Mary
Jessica Taylor O'Mary
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Credit fund managers face unique conflicts issues under ERISA that require specific policies and procedures designed to identify, avoid and mitigate the risks these conflicts pose. This podcast serves as an introduction to how credit fund managers should approach some of the common and emerging scenarios and misconceptions surrounding ERISA, including season and sell, loan participations, venture capital operating company designations and transacting in secondary markets.

This is the first in a series of podcasts featuring discussions of market trends and common issues related to credit funds.

For key takeaways from this discussion click here.

Transcript:

Jessica O'Mary: Hello, and welcome to the first podcast in a series of podcasts focused on issues related to credit funds. My name is Jessica O'Mary, and I am a partner at Ropes & Gray in our investment funds practice, with a particular focus in the credit funds industry. Joining me today is Josh

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