An Introduction to Insurance Products for Asset Managers

This is the second installment in a continuing series of webinars on the opportunities presented for asset managers and institutional investors from the intersection of asset management and insurance. In this session, we will take a detailed look at both registered and private insurance products. 
 
First, we will cover publicly offered variable annuities and other products registered under the Investment Company Act. Areas of attention include:

• The relationship between the insurance products offered and the investment elections for registered funds included in those products;
• The registration process for the registered funds (which will be of particular interest to private fund sponsors not currently managing registered funds)
• Insurance company "platforms" for registered funds to be included in insurance products

 
Then, we turn to private IDFs, and cover:

• The design of private IDFs for inclusion in institutional and high net worth portfolios;
• The application of the tax rules regarding diversification to portfolio construction, including the ramp-up and wind-down periods
• The interplay between the "investor control doctrine" and typical tax indemnities
• IDF platforms versus stand-alone IDFs
• Compliance implications for private IDF sponsors