PLI Advanced Pension Plan Investments 2025

Cadwalader partner James Frazier will be speaking at the following panel: 

 

Case Study: Specific Considerations Raised by Different Types of Plan Investors 

November 18, 2025
12:45 PM 

James FrazierPartner, Financial Services

This panel will use a case study to review specific considerations raised by different types of plan investors (e.g., union plan investors, governmental plan investors, retail investors (IRAs, 401(k)). After attending this session, participants will be able to:

  • Identify unique considerations raised by union plan investors
  • Identify specific considerations for state plan investors
  • Discuss trends relating to retail investors

Learn more here