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Upcoming Webinars

The Ins and Outs of White Label Funds 
Thursday, November 9, 2017
10 a.m. PST/ 12 p.m. CST/1 p.m. EST
 NASP is pleased to offer the latest installment of the Corporate Partner Webinar Series with Callan.
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
  • Jay Kloepfer, Executive Vice President and Director of Capital Markets Research
  • James Veneruso, CFA, CAIA, Senior Vice President and DC Consultant, NJ Fund Sponsor Consulting
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: