KNOWLEDGE CENTER

Knowledge Center Archive

Oct
8
2010

Webinar: Product Packaging Update

By SEI Knowledge Partnership

The SEI Knowledge Partnership recently held a Product Packaging Update webinar hosted by Phil Masterson with panelists Jack Swift of Northern Lights Capital and Tim Levin of Morgan, Lewis & Bockius. The webinar covered:

  • Discuss the main product packages offered in each of the following distribution channels: defined benefit, defined contribution, endowment, foundation and retail. 
  • Describe the main features of each product package (e.g., investor qualification requirements, tax benefits, substantive investment restrictions such as diversification and illiquidity limitations, ERISA applicability, etc). 
  • Evaluate the pros/cons of product packaging options from the investment manager's perspective.

Problem viewing this video? Read our troubleshooting guide.