Samuel Halpern
luray, VirginiaStandards of investment due diligence for fiduciaries investing across a wide range of investments and situations
Publicly traded securities (equities and fixed income, including employer securities)
Marketable alternative assets (e.g., hedge fund of funds, multi-asset class vehicles)
Real estate (equity and debt)
Private or illiquid assets (e.g., private debt and equity, restricted stock, unregistered warrants, bankruptcy claims)
Selecting and evaluating investment management firms for separately managed accounts and various investment vehicles
Monitoring risks and performance of investments
Corporate and Taft Hartley (single and multiemployer) ERISA plans
Defined benefit pension plans
Defined contribution plans (401K, ESOP and annuity funds)
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Welfare funds (including VEBAs)
Personal trusts
Public pension funds
Sovereign wealth funds
Union treasuries
Investment consulting
Independent fiduciary services
Investment policy
Asset allocation and diversification
Manager due diligence
Measuring and monitoring investment risk and expense
Brokerage and trading practices
Employer securities (equity, warrants and debt)
Employer real estate
Testifying and nontestifying expert witness services
Investment governance
Investment best practices
ERISA litigation
ERISA fiduciary responsibility provisions
Law
Political Science
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