News 09 Apr. 2024
Curtis Announces New Partners and Counsels Across Offices in Spring 2024
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News 25 Jan. 2024
Counsel Mohannad A. El Murtadi Suleiman Addresses “Africanization” of International Investment Law
Event 18 Aug. 2023
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Client Alert 28 Dec. 2023
U.S. to Impose Secondary Sanctions on Non-U.S. Banks For Financing Russia’s Defense Industry
Event 22 Aug. 2023
Partner Dr. Claudia Frutos-Peterson to Speak at Arbitration and ADR Commission of the ICC Mexico
Event 11 Jul. 2023
Partner Elisa Botero Speaks on the Role of the ICC in Investment Disputes
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Legal Reader Publishes Article on Dr. Majed Alotaibi’s Arrival as Senior Counsel in Curtis’ Riyadh Office
News 31 Jul. 2023
Curtis Welcomes Senior Saudi Advisor, Dr. Majed Alotaibi, to its Riyadh Office
News 24 Aug. 2023
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Client Alert 24 Jun. 2021
Update on Virtual Notarization (Executive Order 202.7) During the COVID-19 (Coronavirus) Pandemic (Updated: June 24, 2021) — U.S. Insight
Update on Virtual Witnessing (New York Executive Order 202.14) During The COVID-19 (Coronavirus) Pandemic (Updated: June 24, 2021) — U.S. Insight
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Fernando Tupa Lectures on Fair and Equitable Treatment at an Investment Arbitration Course Organized by Litigando Derecho
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The American Privacy Rights Act of 2024
News 09 Jun. 2016
Curtis partners Javier Hernandez, Shaun Reader and Victor Zimmermann will present a special webinar, “The DOL Fiduciary Rule – What It Means for 3PMs and Their Manager Clients” on Wednesday June 15 at 3:00 pm EDT.
The webinar will address a number of key questions concerning the U.S. Department of Labor’s new rules, which address potential conflicts of interest in retirement advice, including:
• What actions will dictate whether a third party marketer and its manager clients are considered an ERISA Fiduciary?
• What is meant by a “recommendation”?
• Who is considered an “advice provider’ under the Rule?
• What exclusions are there from the rule?
• What is the BIC Exemption and its requirements should a firm want to rely on this to continue doing business
Mr. Hernandez, Mr. Reader and Mr. Zimmermann are all partners in Curtis’ Investment Management practice group.
Donna DiMaria, CEO & CCO at Tessera Capital Partners, LLC will moderate the session.
The DOL Fiduciary Rule webinar, presented by The Third Party Marketers Association (3PM), will also cover various scenarios that a 3PM many engage in and help participants understand how a firm’s actions can be evaluated to assess the implications of the rule.
Registration is free to all members of 3PM. For information on joining 3PM, please click here or contact 3PM HQ.
Investment Management
Javier Hernandez
Partner
Shaun Reader
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