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Cadwalader partner James Frazier will be speaking at the following panel:
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Case Study: Specific Considerations Raised by Different Types of Plan InvestorsNovember 18, 2025 James Frazier, Partner, 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.

