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IDC Webinar banner

IDC Webinar: Insurance for Funds and Directors: Part II

April 16 • 2:00–3:00 p.m. (ET) • Virtual

In this second part of a two-part series, industry experts discussed the insurance evaluation and procurement process. Topics included:

  • Roles of insurers, brokers, outside counsel, and advisory personnel
  • Structuring insurance programs
  • Other key questions and issues

You can view an archive of Part I here. Part I addressed insurance basics, including:

  • The interplay between indemnification and insurance
  • Different insurance products (e.g., D&O/E&O insurance, IDL insurance, fidelity bonds, and specialty cyber insurance) and their benefits
  • Fund directors’ regulatory obligations
  • “Real world” risks for funds and directors, and how insurance can help address them

Featured Speakers

LAWRENCE R. MAFFIA, Moderator
Independent Director
JP Morgan Exchange-Traded Fund Trust

PAULITA A. PIKE
Partner
Ropes & Gray LLP

DANIEL T. STEINER
President
ICI Mutual Insurance Company, RRG

Materials

  • Archive recording
  • Slides (pdf)

This webinar was closed to the media and regulators.
If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.
 

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