IM Coffee Chat - Session Twenty-Four: A Guide to Mutual Fund Insurance

Date: July 27, 2021

Time: 10:30 a.m. - 11:00 a.m. ET

Contact: Elise Hoffer, 513.352.6748 -

A complimentary webinar presented by Thompson Hine LLP

Join us for a mid-morning break to chat about hot topics and trends relevant to your business. Our concise and practical discussions will focus on a variety of developments that impact financial service industries, and we’ll offer insights and considerations that will certainly be of interest to you.

Wednesday, July 27

10:30 – 11:00 a.m. ET

Session Twenty-Four: A Guide to Mutual Fund Insurance Coverage – Are You Protected?

With 2021 well underway, fund boards will inevitably meet to revisit their insurance plans and weigh their options as they move forward with annual renewals. In this session, we will take a deep dive into the fundamentals of mutual fund insurance. Our speakers will explore insurance options, current trends in coverage and address exclusions and other considerations associated with protecting mutual funds.

Topics include:

• Determining the Appropriate Level of Coverage
• Allocation of Premiums
• Side A vs. Side B Coverage
• Independent Director’s Liability Insurance
• Cybersecurity Coverage


P. Noble Powell, Jr., CIC, RA, Managing Director & Practice Leader, Asset Management Insurance
Mike Wible, Partner, Thompson Hine

Our IM Coffee Chats are taking a summer break, but join us again this fall for more exciting topics. Missed a session? Click here to access our YouTube channel and view previous presentations.

Contact Elise Hoffer