Association for Financial Professionals Annual Conference

Overview


Partners Todd Solomon and Brian Tiemann will participate in a panel discussion entitled, “Key Considerations with Alternative Investments for Pension Plans” at the AFP’s 2018 conference.

This session explores the legal and tax implications of using alternative investments as part of an investment strategy for pension assets, including common terms in agreements, best practices for institutional investors, side letter provisions to negotiate with investment funds, and strategies to minimize risk exposure to unrelated business income tax (UBTI).