On-Demand   On-Demand Web Programs

Nineteenth Annual Private Equity Forum

Released on: Jul. 24, 2018
Running Time: 09:23:06

At this program, a distinguished panel of experts will discuss the basics and hot topics of the private equity fund practice.  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, current regulatory and compliance hot buttons, current issues in negotiating the terms of private equity funds, GP-led fund restructurings, sponsor stake sales, and other current developments.

Lecture Topics [Total time 09:23:06]

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

  • Opening Remarks* [00:10:45]
    Leor Landa
  • How to Market Private Equity Funds on a Global Basis [01:11:09]
    Adi Herzberg, Rebecca F. Silberstein
  • Featured Speaker [00:43:47]
    Christopher Mulligan
  • Private Equity Fund Terms and Structures:  Hot Button Issues [01:16:06]
    Marco V. Masotti, Glenn R. Sarno
  • Sponsor-Led Fund Restructurings [01:15:15]
    Andrew P. Varney, Michael S. Hong
  • GP Stake Sales [01:30:32]
    Sean J. Ward, Amanda N. Persaud
  • Conflicts of Interest and Ethics Issues [01:00:33]
    Laura S. Friedrich, Edward D. Sopher, Andrea J. Schwartzman
  • Compliance and Enforcement: Focus on Private Equity Funds [01:14:57]
    David A. Vaughan, Anthony S. Kelly, Matthew C. Solomon
  • General Partner Arrangements: Structure and Terms [01:00:02]
    Jonathon Soler, Beau Brashares

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

  • COMPLETE COURSE HANDBOOK
  • Debevoise & Plimpton LLP, European Commission Proposes Harmonised Pre-Marketing Rules for Funds (March 15, 2018)
    Rebecca F. Silberstein
  • Davis Polk & Wardwell LLP, Client Memorandum, So You Want to Buy a Stake in a Private Equity Manager? (September 25, 2017)
    Leor Landa
  • Davis Polk & Wardwell LLP, Client Memorandum, New Tax Act Provides Tax Deferral Opportunity for Private Company Equity Compensation Awards (January 8, 2018)
    Leor Landa
  • Marshall S. Huebner, A Dangerous Mix: Multiple Board Service and Insolvency, American Bankruptcy Institute Journal, Vol. XXXVII, No. 2 (February 2018)
    Leor Landa
  • Davis Polk & Wardwell LLP, Client Newsletter, Private Equity Regulatory Update (March 30, 2018)
    Leor Landa
  • Davis Polk & Wardwell LLP, Client Newsletter, Private Equity Regulatory Update (January 30, 2018)
    Leor Landa
  • Davis Polk & Wardwell LLP, Client Memorandum, Delaware Supreme Court’s Rulings Re-Establish Importance of Deal Price and Sale Process in Appraisal Proceedings (January 18, 2018)
    Leor Landa
  • Meyer C. Dworkin and Samantha Hait, Davis Polk & Wardwell LLP, Recent Developments in Fund Financing: Hybrid Facilities, Insider Leverage and Overcall Limitations, Global Legal Insights, Fund Finance 2018, Second Edition
    Leor Landa
  • Sponsor-Led Fund Restructurings
    Michael S. Hong, Andrew P. Varney
  • Davis Polk & Wardwell LLP, Client Memorandum, ESG in Private Equity: What Every GP Needs to Know About Public Pension Fund Requirements (October 24, 2017)
    Leor Landa
  • Conflicts of Interest and Ethics Issues (April 2018)
    Kathleen A. Walsh, Edward D. Sopher, Laura S. Friedrich
  • Dechert LLP, SEC 2018 Examination Priorities Match Chairman Clayton’s Priorities as Reflected in the Agency’s Budget Request (March 2018)
    David A. Vaughan
  • Dechert LLP, SEC Staff Seeks Industry Engagement on Questions Regarding Development of Funds Holding Cryptocurrency-Related Products (January 2018)
    David A. Vaughan
  • Dechert LLP, Reminder: Certain U.S. Reporting and Compliance Obligations for Investment Advisers and Funds (January 2018)
    David A. Vaughan
  • Dechert LLP, CFTC Staff Aligns with SEC Position on Initial Coin Offerings: Tokens May Be Commodities (October 2017)
    David A. Vaughan
  • Dechert LLP, Global Update: Regulators Focus on Initial Coin Offerings (October 4, 2017)
    David A. Vaughan
  • Michael P. Wong and Karl Egbert, Dechert LLP, Hong Kong SFC Issues Clarification on Standards Expected of Asset Managers (October 4, 2017)
    David A. Vaughan
  • Joachim Kayser, Dechert LLP, Regulatory and Investment Tax Law Changes Create Opportunities for Marketing Funds to the German Institutional Market (October 4, 2017)
    David A. Vaughan
  • Mark Stapleton and Daniel Hawthorne, Dechert LLP, UK Criminal Finance Act 2017: Immediate Considerations for Asset Managers (October 4, 2017)
    David A. Vaughan
  • Michael P. Wong and Karl Egbert, Dechert LLP, Bond Connect—The Fast and Furious Way to the China Interbank Bond Market (July 2017)
    David A. Vaughan
  • Mikhaelle Schiappacasse and Nathalie Sadler, Dechert LLP, A New Lease of Life for Limited Partnerships in the UK (June 21, 2017)
    David A. Vaughan
  • Robert Blaustein, Andrew Wright and David Lenzi, Private Equity Fundraising: State of the Market and Recent Trends in Terms (April 2018)
    Beau Brashares

Presentation Material

  •  How to Market Private Equity Funds on a Global Basis
    Adi Herzberg, Rebecca F. Silberstein
  • GP Stakes
    Amanda N. Persaud, Sean J. Ward
  • Conflicts of Interest and Other Ethics Issues
    Laura S. Friedrich, Edward D. Sopher, Kathleen A. Walsh
  • Compliance and Enforcement: Focus on Private Equity Funds
    Anthony S. Kelly, Matthew C. Solomon, David A. Vaughan
Chairperson(s)
Leor Landa ~ Davis Polk & Wardwell LLP
Speaker(s)
Beau Brashares ~ Kirkland & Ellis LLP
Laura S. Friedrich ~ Shearman & Sterling LLP
Adi Herzberg ~ Director, Credit Suisse
Michael S. Hong ~ Davis Polk & Wardwell LLP
Anthony S. Kelly ~ Co-Chief, Asset Management Unit, Division of Enforcement, U.S. Securities and Exchange Commission
Marco V. Masotti ~ Paul, Weiss, Rifkind, Wharton & Garrison LLP
Christopher Mulligan ~ Senior Special Counsel, Co-Coordinator- Private Funds Specialized Working Group, National Exam Program, U.S. Securities and Exchange Commission
Amanda N. Persaud ~ Ropes and Gray LLP
Glenn R. Sarno ~ Simpson Thacher & Bartlett LLP
Andrea J. Schwartzman ~ Latham & Watkins LLP
Rebecca F. Silberstein ~ Debevoise & Plimpton LLP
Jonathon Soler ~ Weil, Gotshal & Manges LLP
Matthew C. Solomon ~ Cleary Gottlieb Steen & Hamilton LLP
Edward D. Sopher ~ Gibson, Dunn & Crutcher LLP
Andrew P. Varney ~ Fried Frank Harris Shriver & Jacobson LLP
David A. Vaughan ~ Dechert LLP
Sean J. Ward ~ Managing Director, Dyal Capital Partners
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. Effective January 1, 2019, the limit of distance education per reporting period will increase from 9 to 18 credits.

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

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

Rhode Island:  PLI’s on-demand web programs qualify as “video replay” credit. Attorneys are limited to 6 video replay 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:  All PLI products can fulfill Washington’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

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 15 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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s on-demand web programs may fulfill CLPD credit requirements.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as the “QAS Self-Study” delivery method. 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.

American Bankers Association Professional Certification (ABA):  PLI’s on-demand web programs may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s on-demand web programs are not approved for CFP credit.

 

Related Items

Live Programs  Live Programs

Twentieth Annual Private Equity Forum (New York, NY) Jul. 15 - 16, 2019

Handbook  Course Handbook Archive

Twentieth Annual Private Equity Forum  
Nineteenth Annual Private Equity Forum  
Share
Email

  • FOLLOW PLI:
  • twitter
  • LinkedIn
  • YouTube
  • RSS

All Contents Copyright © 1996-2018 Practising Law Institute. Continuing Legal Education since 1933.

© 2018 PLI PRACTISING LAW INSTITUTE. All rights reserved. The PLI logo is a service mark of PLI.