Louisiana Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-628
• Format: Word; Rich Text

Description

This sample form, a detailed Management Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific circumstances. Available in several standard formats. The Louisiana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions regarding the relationship between these two entities in managing investments and assets within the state of Louisiana. This agreement governs the responsibilities, obligations, and rights of both parties involved. Keywords: Louisiana, Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc. 1. Purpose: The Louisiana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. establishes a framework for collaboration and cooperation in managing investments and assets in the state of Louisiana. The primary objective of this agreement is to ensure efficient and effective investment management while safeguarding the interests of both parties and their clients. 2. Parties Involved: This agreement involves two main parties: Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (BMI). AMT acts as the principal investment adviser, while BMI serves as the designated manager. Both entities are responsible for executing their roles in accordance with applicable laws, regulations, and industry best practices. 3. Scope of Agreement: The Louisiana Management Agreement covers various aspects of investment management, including portfolio management, risk assessment, decision-making, reporting, and compliance with relevant regulations. It outlines the specific assets, portfolios, or funds managed within the state of Louisiana and identifies the investment objectives and guidelines to be followed. 4. Responsibilities of AMT: As the principal investment adviser, AMT is responsible for providing advice and recommendations on investment strategies, asset allocation, and securities selection. They are expected to exercise prudent judgment and fulfill their fiduciary duty towards the clients' best interests. AMT must also ensure compliance with all applicable laws and regulations. 5. Responsibilities of BMI: BMI, as the designated manager, is responsible for executing the investment decisions made by AMT. They have the authority to buy, sell, and hold securities and assets on behalf of the clients. BMI must exercise due diligence, maintain accurate records, provide prompt reports to AMT, and act in accordance with the agreed-upon investment objectives. 6. Reporting and Communication: The Louisiana Management Agreement stipulates the reporting requirements and frequency of communication between the parties. AMT must receive regular reports from BMI, including portfolio performance, transactions, and compliance updates. Additionally, both parties should maintain open lines of communication to address any concerns, changes in investment strategy, or significant developments. 7. Termination and Amendments: The agreement outlines the conditions under which either party may terminate the agreement and the applicable notice period. It also specifies the process for making amendments or modifications to the agreement, including obtaining written consent from all parties involved. Different Types of Louisiana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. (if applicable): — Limited Liability Company (LLC) Management Agreement: This type of agreement is specifically tailored for managing investments within a limited liability company structure, providing additional provisions unique to LCS, such as profit distribution and governance. — Pension Fund Management Agreement: This agreement focuses on the management of pension fund investments, catering to the specific needs and requirements of pension plans and trustees. — Private Equity Management Agreement: For managing private equity investments, this agreement incorporates specific provisions related to equity ownership, deal structuring, and exit strategies. It is important to note that the specific types of Louisiana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. may vary based on the nature of the investments being managed and any additional legal or regulatory considerations.

The Louisiana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions regarding the relationship between these two entities in managing investments and assets within the state of Louisiana. This agreement governs the responsibilities, obligations, and rights of both parties involved. Keywords: Louisiana, Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc. 1. Purpose: The Louisiana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. establishes a framework for collaboration and cooperation in managing investments and assets in the state of Louisiana. The primary objective of this agreement is to ensure efficient and effective investment management while safeguarding the interests of both parties and their clients. 2. Parties Involved: This agreement involves two main parties: Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (BMI). AMT acts as the principal investment adviser, while BMI serves as the designated manager. Both entities are responsible for executing their roles in accordance with applicable laws, regulations, and industry best practices. 3. Scope of Agreement: The Louisiana Management Agreement covers various aspects of investment management, including portfolio management, risk assessment, decision-making, reporting, and compliance with relevant regulations. It outlines the specific assets, portfolios, or funds managed within the state of Louisiana and identifies the investment objectives and guidelines to be followed. 4. Responsibilities of AMT: As the principal investment adviser, AMT is responsible for providing advice and recommendations on investment strategies, asset allocation, and securities selection. They are expected to exercise prudent judgment and fulfill their fiduciary duty towards the clients' best interests. AMT must also ensure compliance with all applicable laws and regulations. 5. Responsibilities of BMI: BMI, as the designated manager, is responsible for executing the investment decisions made by AMT. They have the authority to buy, sell, and hold securities and assets on behalf of the clients. BMI must exercise due diligence, maintain accurate records, provide prompt reports to AMT, and act in accordance with the agreed-upon investment objectives. 6. Reporting and Communication: The Louisiana Management Agreement stipulates the reporting requirements and frequency of communication between the parties. AMT must receive regular reports from BMI, including portfolio performance, transactions, and compliance updates. Additionally, both parties should maintain open lines of communication to address any concerns, changes in investment strategy, or significant developments. 7. Termination and Amendments: The agreement outlines the conditions under which either party may terminate the agreement and the applicable notice period. It also specifies the process for making amendments or modifications to the agreement, including obtaining written consent from all parties involved. Different Types of Louisiana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. (if applicable): — Limited Liability Company (LLC) Management Agreement: This type of agreement is specifically tailored for managing investments within a limited liability company structure, providing additional provisions unique to LCS, such as profit distribution and governance. — Pension Fund Management Agreement: This agreement focuses on the management of pension fund investments, catering to the specific needs and requirements of pension plans and trustees. — Private Equity Management Agreement: For managing private equity investments, this agreement incorporates specific provisions related to equity ownership, deal structuring, and exit strategies. It is important to note that the specific types of Louisiana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. may vary based on the nature of the investments being managed and any additional legal or regulatory considerations.