Late Thursday night is one of my favorite times of the week. The house is quiet, the dog is snoozing on my feet, the football game is on the tube, and I have time to write this week’s Five Favorites for Friday post.
So let’s get it started.
- A few years back, I first chaired a two week long trial in Massachusetts state court. Right before discharging the jury, the judge thanked the jurors for their service and then noted he also wanted to thank all of the lawyers for a well-tried case, noting in particular that he wanted to thank my second chair – we will give him the pseudonym “Mr. Eric” – because, as the judge said, “we know from the fact that Mr. Eric didn’t say a word in front of the jury for the past two weeks that he was the one who actually did all the work.” And there was some truth to that, and in our next trial together I would let him have the opening (I kept the closing for myself) and a few of the fact witnesses (it was an expert driven case and I wanted the experts). I mention this story because one of the tasks that normally should have fallen to Mr. Eric as the associate on the case and the second chair at trial was drafting the special questions for the jury, but I did those myself. The reason was that I had become very interested in the insights of behavioral economics, and believed it held lessons for courtroom lawyers, including with regard to structuring questions to present to a jury – so I wrote them myself, on the last night of trial before the jury would get the case. Why do I mention this now? Because Planet Money has an excellent retrospective this week on the teachings of behavioral economics, and particularly on the idea that winning an auction with a lot of bidders may mean little more than that you overpaid, since it simply demonstrates that all other actors in the crowd thought the asset wasn’t worth that amount or more. And as with many things these days, that point brought me right back to the risks to plan sponsors and fiduciaries from opening the gates to their 401(k) plans to allow private equity and other alternative assets into the plan’s investments. Are plan sponsors and fiduciaries really supposed to believe that their participants are being offered access to the assets before they are overinflated? Or, as the insights of behavioral finance would suggest, that it is instead because everyone else who already has access to acquiring those assets if they want them has concluded that they are overpriced relative to their risk and return? And if so, then are plan sponsors and fiduciaries being set up for future liability by effectively being little more at this point than the ones who decide for their participants to go ahead and win the auction for them, even though the auction shows they are overpriced? There are many ways to look at adding alternative assets to plans and the impact of doing so on plan fiduciaries – but none of them are or will be good until someone objectively demonstrates that doing so will increase returns to an extent that justifies any increased volatility or risk in participants’ holdings. Until that happens, plan fiduciaries will remain sitting ducks for litigation and should follow the safest possible course of action for protecting themselves against liability for allowing the asset class into a plan, as I discussed here.
- Insiders think the same thing, as this article points out. ‘My honest assessment is it ends badly’ – NYC pensions’ CIO on retail investing.
- A consensus about AI in law seems to be forming, now that the hype cycle in which it was supposedly going to eliminate law firms has, unlike the law firms themselves, come to an end. In this Law.com article, Keith Maziarek addresses the point that AI may have a different value proposition in the provision of legal services than the longstanding assumption that it would reduce pricing. If you don’t have access to the article itself, the author does an excellent job of summing up his thesis in this LinkedIn post. He particularly points out that AI’s value may lie more in commodification of the routine parts of legal work and in improving access to the data needed to price more fairy or transparently, including possibly, as I have written elsewhere, by moving away from the crutch of the billable hour and on to more project based pricing models. I am glad to see this consensus forming, but since I have the receipts to prove it, this is basically what I have been saying since the start of the AI hype boom, such as here and here and here, among other places. My take has not been built so much on the specifics of AI itself, but from decades of seeing how technological improvements are deployed in the legal field – and the fact that it has led to larger and more profitable law firms, not to smaller firms providing less expensive product. As I discussed here, there isn’t a nefarious reason for this – it is instead because the technology has allowed for more complicated transactions and more sprawling litigation, which is expensive no matter how much tech you throw at the problem.
- When I started working on insurance coverage issues, the world was trying to determine the scope of insurance coverage for asbestos claims and then who should have to pay for Superfund cleanups, corporate polluters or instead their insurers. Now we are onto headlines that, back in those days, we couldn’t have imagined we would ever see, such as this one: “How CGL Policies May Respond To Novel AI Psychosis Claims,” in Law360. For decades, I have been helping clients predict whether new theories of liabilities or types of claims are likely to be covered by existing policy language, or whether new coverage terms needed to be developed to handle them. As you see in this article, that is still the approach, only now it feels like trying to view the 21st Century through the prism of the 1970s.
- UBS economists do not like the looks of the labor market. This is your periodic reminder from those of us who litigated ERISA breach of fiduciary duty and other claims during and after the Great Recession that, when job prospects weaken, employees and former employees start to look very carefully and very skeptically at the performance of retirement, 401(k) and other plans. We have already, in my own practice, been seeing the smarter money, which holds deferred comp benefits, looking carefully at those types of plans, as I discussed here.









