Regulatory Changes for Insurance Securities Products Demystified

Broadcast Date: Tuesday, February 18, 2014 from 12:00 pm to 2:00 pm (ET)
us individual income tax return form
Christopher S. Petito
Joan E. Boros
Frederick R. Bellamy


Recording for this event is not available.

About Willkie Farr & Gallagher LLP

Willkie Farr & Gallagher LLP is a leading international law firm that provides comprehensive legal services.  Founded in 1888, the firm has approximately 550 lawyers based in key financial centers in the U.S. and Europe. 


About Stradley Ronon Stevens & Young, LLP

Stradley Ronon is nationally recognized for having one of the premier investment management practices in the United States, representing investment company clients with more than 700 separate mutual funds and assets under management exceeding $1 trillion. Our Investment Management/Mutual Funds Practice Group represents retail and institutional investment companies marketing shares through every distribution channel, as well as investment advisers, hedge fund sponsors, managers, administrators and underwriters/distributors, and serve as independent legal counsel to investment company independent directors/trustees, and as special counsel to other law firms with regard to complex issues arising under the Investment Company Act of 1940.


About Sutherland Asbill & Brennan LLP

Founded in 1924, Sutherland attorneys handle matters throughout the United States and worldwide. Seven major practice areas—corporate, energy and environmental, financial services, intellectual property, litigation, real estate, and tax—provide the framework for an extensive range of focus areas, allowing Sutherland attorneys to serve a diverse client base that ranges from small and medium-sized start-up businesses to a significant number of Fortune 100 companies. 

Sutherland's comprehensive Insurance Group has a deep and broad knowledge of the industry and of transactions, regulation, product design and insurance taxation, all of which provides valuable insight when our insurance clients pursue opportunities or face market pressures. Whether it is increased capital reserve requirements or other financing needs, class action litigation, state audits, regulatory and enforcement challenges or insolvency, we partner with our clients to find the right answer for their particular business needs. Sutherland's involvement in derivatives and structured products, energy, outsourcing, real estate finance and capital markets, private equity, timber and agribusiness helps clients manage risk, diversify and take advantage of new opportunities in the current investment market. 

Our insurance products practice represents producers and distributors of fixed and variable insurance and annuity products and counsels them on the myriad legal and regulatory issues involving the development, marketing, distribution and administration of these products. We take pride in partnering with our clients to help them meet their business goals while also helping minimize their exposure to legal and regulatory risk.