On-Demand   On-Demand Web Programs

Eighteenth Annual Private Equity Forum

Released on: Jul. 17, 2017
Running Time: 09:21:28

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In this program, a distinguished panel of experts will discuss the basics of the private equity practice from fund formation to private equity M&A.  Experts will guide you through an array of key topics, including a general overview of the legal issues that need to be considered in marketing a private equity fund on a global basis, current regulatory and compliance hot buttons, current issues in negotiating the terms of private equity funds and private equity M&A transactions, and other current developments.

You will learn:

This program is designed to provide an understanding of the business and legal issues related to private equity investment.

  • Recent regulatory developments affecting the marketing of private equity funds in the U.S. and Europe
  • Negotiating with investors: Hot button issues
  • Current issues in private equity M&A
  • Ethical issues and conflicts of interest
  • Credit facilities for PE funds
  • GP arrangements

The program is designed for securities and corporate attorneys in private practice, in-house counsel, private equity or venture capital investors, principal investment professionals, investment bankers, accountants and others involved in the fund-raising and financing businesses.

Lecture Topics [Total time 09:21:28]

Segments with an asterisk (*) are available only with the purchase of the entire program.


  • Introduction* [00:09:58]
  • How to Market Private Equity Funds on a Global Basis [01:15:01]
    Robert Blaustein, Mateja Maher, Kenneth I. Rosh
  • Featured Speaker: Current SEC Priorities Regarding Private Equity Fund Managers [00:45:01]
    Christopher Mulligan
  • Private Equity Fund Terms: Hot Button Issues [01:13:19]
    Marco V. Masotti, Glenn R. Sarno, Rebecca F. Silberstein
  • Fundamentals of Private Equity Investing [01:15:33]
    Douglas Wallach, David S. Allinson, Michael Davis
  • Take-Private Transactions [01:29:34]
    David S. Allinson, Michael Davis
  • Conflicts of Interest and Ethics Issues for Funds [01:00:27]
    Laura S. Friedrich, Bruce L. Lieb
  • Credit Facilities for Private Equity Funds [01:11:59]
    Elizabeth Lenas, Phyllis Schwartz, Y. Shukie Grossman
  • General Partner Arrangements: Structure and Terms [01:00:36]
    Lior Ohayon, Amanda N. Persaud, Jonathon Soler

The purchase price of this Web Program includes the following articles from the Course Handbook available online:


  • COMPLETE COURSE HANDBOOK
  • “How to Market Private Equity Funds on a Global Basis”: Recent Trends in Terms (April 2017)
    Robert Blaustein, David Lenzi, Andrew L. Wright
  • U.S. Securities and Exchange Commission, Office of Compliance Inspections and Examinations, National Exam Program: Examination Priorities for 2017
    Yukako Kawata
  • U.S. Securities and Exchange Commission, Office of Compliance Inspections and Examinations, National Exam Program: Risk Alert—Volume IV, Issue 4: Cybersecurity Examination Sweep Summary (February 3, 2015)
    Yukako Kawata
  • U.S. Securities and Exchange Commission, Office of Compliance Inspections and Examinations, National Exam Program: Risk Alert—Volume IV, Issue 8: OCIE’s 2015 Cybersecurity Examination Initiative (September 15, 2015)
    Yukako Kawata
  • Debevoise & Plimpton Private Equity Report, Volume 11, Number 2: New ILPA Principles: What Has Changed? (Winter 2011)
    Rebecca F. Silberstein
  • Selected Topics in Private Equity (Spring 2017)
    Michael Davis
  • Latham & Watkins LLP Client Alert White Paper, US Tax Reform: Strategies for Executing Transactions in the Face of Uncertainty (March 2, 2017)
    David S. Allinson
  • Conflicts of Interest and Other Ethics Issues (April 2017)
    Laura S. Friedrich, Bruce L. Lieb
  • Credit Facilities for Private Equity Funds (July 11, 2017)
    Y. Shukie Grossman, Phyllis A. Schwartz, Elizabeth Lenas
  • Private Equity Carried Interest Arrangements: A Business Perspective
    Amanda N. Persaud

Presentation Material


  • Fundamentals of Private Equity Investing
    David S. Allinson, Michael Davis
  • Take-Private Transactions
    David S. Allinson, Michael Davis
  • Conflicts, Conflicts Everywhere
    Laura S. Friedrich, Bruce L. Lieb
Chairperson(s)
Yukako Kawata ~ Davis Polk & Wardwell LLP
Speaker(s)
David S. Allinson ~ Latham & Watkins LLP
Robert Blaustein ~ Kirkland & Ellis LLP
Michael Davis ~ Davis Polk & Wardwell LLP
Laura S. Friedrich ~ Shearman & Sterling LLP
Y. Shukie Grossman ~ Gibson, Dunn & Crutcher LLP
Elizabeth Lenas ~ Cleary Gottlieb Steen & Hamilton LLP
Bruce L. Lieb ~ Proskauer Rose LLP
Mateja Maher ~ Deputy General Counsel, Campbell Lutyens & Co. Ltd
Marco V. Masotti ~ Paul, Weiss, Rifkind, Wharton & Garrison LLP
Christopher Mulligan ~ Senior Special Counsel, Office of Chief Counsel, Office of Compliance Inspections & Examinations, U.S. Securities and Exchange Commission
Lior Ohayon ~ Willkie Farr & Gallagher LLP
Amanda N. Persaud ~ Ropes and Gray LLP
Kenneth I. Rosh ~ Fried, Frank, Harris, Shriver & Jacobson LLP
Glenn R. Sarno ~ Simpson Thacher & Bartlett LLP
Phyllis Schwartz ~ Schulte Roth & Zabel LLP
Rebecca F. Silberstein ~ Debevoise & Plimpton LLP
Jonathon Soler ~ Weil, Gotshal & Manges LLP
Douglas Wallach ~ The Blackstone Group
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


U.S. MCLE States

Alabama:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s on-demand web programs qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s on-demand web programs are not approved for Arkansas CLE credit.

California:  PLI’s on-demand web programs qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s on-demand web programs qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period, no more than 6 of which may be audio-only.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s on-demand web programs qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s on-demand web programs qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period.

Iowa:  PLI’s on-demand web programs qualify as “unmoderated” credit. Attorneys are limited to 6 credits of unmoderated programs per reporting period.

Kansas:  PLI’s on-demand web programs qualify as “prerecorded” credit. Attorneys are limited to 6 credits of prerecorded programs per reporting period.

Kentucky:  PLI’s on-demand web programs qualify as “non-live” credit. Attorneys are limited to 6 non-live credits per reporting period.

Louisiana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5.5 credits of self-study per reporting period.

Minnesota:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 15 on-demand credits per reporting period.

Mississippi:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

Montana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5 credits of self-study per reporting period.

Nebraska:  PLI’s on-demand web programs qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s on-demand web programs qualify as “self-study” credit. There is no limit to the number of credits an attorney can earn via self-study programs.

New Hampshire:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

New Jersey:  PLI’s on-demand web programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

North Carolina:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

North Dakota:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Ohio:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s on-demand web programs qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s on-demand web programs qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 3 on-demand credits per reporting period.

South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  PLI’s on-demand web programs qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

West Virginia:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 10 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand web programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s on-demand web programs may fulfill Australia’s CPD requirements. Credit limits for on-demand web programs vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as “QAS Self-Study” credit. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand web programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s on-demand web programs may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand web programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s on-demand web programs qualify as "self-paced" credit. SHRM professionals are limited to 30 credits of self-paced programs per recertification period.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

Certified Anti-Money Laundering Specialists Certification (CAMS):  PLI’s on-demand web programs are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s on-demand web programs are not approved for SW CPE credit.

 

Related Items

Live Programs  Live Programs

Nineteenth Annual Private Equity Forum (New York, NY) Jul. 16 - 17, 2018

Handbook  Course Handbook Archive

Nineteenth Annual Private Equity Forum  
Eighteenth Annual Private Equity Forum Yukako Kawata, Davis Polk & Wardwell LLP
 
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