2-Day Program

See Credit Details Below

Overview

Why You Should Attend

The Twentieth Annual Private Equity Forum has curated a distinguished panel of experts who will spend one and a half days examining the legal issues and prevailing industry trends faced by corporate and securities attorneys, accountants and other professionals involved in the fund-raising and financing businesses. Whether it is the impact of new tax laws on private equity funds, practical practice tips for a global market, or conflicts of interest trends inherent in the investment advisory business, this year's forum will tackle more than just the basics and hot topics of the private equity fund practice.

This program will address the key issues in marketing private equity funds on a global basis, the architecture of sponsor-led restructuring deals, current issues in negotiating the terms of private equity funds, and establishing effective private fund compliance. There will be a private equity tax update with an in depth review of the taxation of carried interest and the impact of new tax laws on private equity funds. Also featured is an ethics segment focused on the issues arising between advisers and their funds, and in managing multiple funds. 

What You Will Learn

• How to organize a global fund raising effort, with emphasis on U.S. and European fundraising
• Best practices for recurring issues in private equity transactions
• Negotiated fiduciary duty provisions
• Expense allocation for service providers
• Succession planning and how to plan for generational change
• Enforcement priorities and trends of private equity funds
• Conflicts of interest inherent in the investment advisory business

Special Features

• Earn one hour of Ethics credit
• Featured Speaker: Regulatory focus and hot topics in 2019

Who Should Attend

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.

 

Program Level: Update

Intended Audience: 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.

Prerequisites: A background in GP-led fund restructurings, fund terms and structures, and sponsor-led fund restructurings.

Advanced Preparation: None

Credit Details

Schedule & Location