Skip to Main Content
Our Commitment to Diversity

An Introduction to Insurance Products for Asset Managers

KL Gates Hosted Event
Date: 22 April 2021
Location: via Webinar
Register

This is the second installment in a continuing series of webinars on the opportunities presented for asset managers and institutional investors from the intersection of asset management and insurance. In this session, we will take a detailed look at both registered and private insurance products. 
 
First, we will cover publicly offered variable annuities and other products registered under the Investment Company Act. Areas of attention include:

  • The relationship between the insurance products offered and the investment elections for registered funds included in those products;
  • The registration process for the registered funds (which will be of particular interest to private fund sponsors not currently managing registered funds)
  • Insurance company "platforms" for registered funds to be included in insurance products

 
Then, we turn to private IDFs, and cover:

  • The design of private IDFs for inclusion in institutional and high net worth portfolios;
  • The application of the tax rules regarding diversification to portfolio construction, including the ramp-up and wind-down periods
  • The interplay between the "investor control doctrine" and typical tax indemnities
  • IDF platforms versus stand-alone IDFs
  • Compliance implications for private IDF sponsors
Return to top of page

Email Disclaimer

We welcome your email, but please understand that if you are not already a client of K&L Gates LLP, we cannot represent you until we confirm that doing so would not create a conflict of interest and is otherwise consistent with the policies of our firm. Accordingly, please do not include any confidential information until we verify that the firm is in a position to represent you and our engagement is confirmed in a letter. Prior to that time, there is no assurance that information you send us will be maintained as confidential. Thank you for your consideration.

Accept Cancel