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Thursday, November 9, 2017

NASP/Callan LLC Webinar: The Ins and Outs of White Label Funds

Date(s): November 9, 2017

Time: 1:00 PM  EST - 2:00 PM  EST

Virtual/Online via GoToWebinar

Event Website:

Organization Details

Organization: NASP
Contact Name: Farzin Khan
Contact Email:

Sponsor Information

Sponsor: Callan Associates

The NASP Webinar Series seeks to further NASP's mission to serve as a resource for the financial services industry by facilitating fundamental educational seminars. NASP is pleased to collaborate with Corporate Partners to share information about current trends in the financial markets and to enhance engagement with NASP members. 

The Ins and Outs of White Label Funds with Callan LLC
In this webinar, Callan experts Rod Bare, Jay Kloepfer, and James Veneruso will discuss the advantages of white label funds. Highlighting key findings from their paper, "White Label Funds: A No-Nonsense Design Handbook," recently published in the Journal of Retirement, the three will discuss these vehicles, which are generic investment structures that use a mix of underlying funds and which are a compelling way to offer active management in defined contribution (DC) plans. 
Learning Objectives:
  • How white label funds provide a simple but rich exposure to an asset class
  • What the benefits are for DC participants
  • Which extra resources are required to implement them successfully
  • How to design and package these funds

Webinar Presenters:
  • Rod Bare, Senior Vice President, Chicago Fund Sponsor Consulting, Callan
  • Jay Kloepfer, Executive Vice President and Director of Capital Markets Research, Callan
  • James Veneruso, CFA, CAIA, Senior Vice President and DC Consultant, NJ Fund Sponsor Consulting, Callan
Attendees will have the opportunity to pose questions to the panelists.



NASP is pleased to offer one (1) CPE credit hour for this webinar.
  • Advanced Preparation: None
  • Program Level: Basic
  • Prerequisites: None
  • Field of study: Finance

Additional Information: In session polling will be utilized and attendees wishing to receive CPE credits must participate in each poll (three total) during the webinar. The webinar will take place for one hour.

Cancellations/ substitute registrations can be made in advance or on webinar date with no penalty through the online registration portal. This webinar is complimentary. For more information on obtaining CPE credits for this webinar, please contact Farzin Khan at NASP HQ via phone at (202) 480-2057 or at
NASP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site:

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