Insurance Securities and Other Products LIVE Webcast

Joan E. Boros, Esq. is in Jorden Burt LLP’s Washington, D.C. office. Her securities, corporate, and insurance law experience includes all aspects of the design, organization, qualification, State and Federal registration, regulation, and compliance of retail investment companies, variable insurance products, and related entities, such as investment advisers and broker-dealers. Her focus is currently on the applicable Dodd-Frank legislation’s changes with regard to regulation of entities, securities offerings, advisory and distribution issues. She has chaired a PLI seminar, “Understanding the Securities Products of Insurance Companies,” for sixteen years. She was a co-founder of the National Association for Fixed Annuities (NAFA). She currently serves on the Board of the Retirement Income Industry Association (RIIA), and on the Governance Board of its Retirement Management Analyst (RMAsm) advanced training for advisers program.

Christopher S. Petito is of counsel in the Washington, DC office of Willkie Farr & Gallagher LLP. He specializes in the regulation of investment companies, investment advisers, broker-dealers and insurance companies under U.S. and state securities laws. In the insurance field, he regularly represents insurance companies in the design, issuance, distribution and administration of complex variable life insurance, variable annuities and other life insurance and annuity products, including stable value BOLI, synthetic GICs, indexed life insurance and annuities, and private placement variable life insurance and annuities. Mr. Petito also represents firms in mergers and acquisitions and restructurings in the life insurance, investment management and related industries.