(March 2015) Mr. Levy, along with Troy Doles, Esq. of Schlichter, Bogard and Denton, discussed Tibble v. Edison, the fiduciary duty to monitor investments following initial selection, and the current state of fiduciary breach litigation.
(March 2015) The annual retreat brings together consultants from all over the country to discuss issues facing investment consultants and their clients. Mr. Levy lead a discussion on the fiduciary responsibilities of consultants and the litigation risks they face in the defined contribution plan market as well as the risks posed when accepting delegated responsibility.
(January 2015) Mr. Levy participated in a panel discussion entitled “Outsourcing: The Good, The Bad and The Ugly” and pointed out the fiduciary weakness in many outsourcing models.
(April 2014) Mr. Levy’s presentation focused on outsourcing investment management from a client's perspective and the pitfalls that are often ignored.
(December 2013) Mr. Levy spoke on the growth and use of outsourcing the CIO function.
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