transcript   Transcript

Planning for Private Equity and Hedge Fund Investments

Recorded on: Oct. 27, 2017
Running Time: 01:14:19

Full Transcript:

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Taken from the Web Program Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2017 recorded October 2017 in New York.

Planning for Private Equity and Hedge Fund Investments [01:14:19]

Planning for private equity and hedge fund investments, including the myriad passthrough, cross-border and other issues involved; buying and exiting from passthrough investments; sponsored spins and spin-offs by portfolio companies held by PE Funds; Sections 338 and 336(e) elections; alternative roll-up structures; management compensation issues

David H. Schnabel, Eric B. Sloan, Lewis R. Steinberg

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Convertible Preferred Stock Investments by Private Funds: A Practical Guide to Tax Structuring
    David H. Schnabel, Peter A. Furci
  • Selected Tax Issues in Structuring Private Equity Funds
    James H. Lokey, Donald E. Rocap
  • Planning for Private Equity and Hedge Fund Investments (PowerPoint slides)
    David H. Schnabel, Eric B. Sloan, Lewis R. Steinberg

Presentation Material

  • Planning for Private Equity and Hedge Fund Investments
    David H. Schnabel, Eric B. Sloan, Lewis R. Steinberg
David H. Schnabel ~ Davis Polk & Wardwell LLP
Eric B. Sloan ~ Gibson, Dunn & Crutcher LLP
Lewis R. Steinberg ~ Managing Director, Head of Structured Solutions, Mergers & Acquisitions, Global Corporate and Investment Bank, Bank of America Merrill Lynch
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