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Structuring Direct Lending Funds: Open-End vs. Closed-End Structures
Recurring Regulatory, Valuation, and ERISA Considerations; Structures to Confront Pervasiv...
September 25, 2019 CLE Live Webinar

This CLE webinar will examine issues associated with the formation and operation of direct lending funds, including those organized to lend to small and medium-sized businesses, and to certain real estate developers and other RE market participants. Read More

Private Investment Funds and Tax Reform
Carried Interest, QBI and Interest Deductions, Sale of Partnership Interests, Computation...
October 2, 2019 CLE, CPE Live Webinar

This CLE/CPE webinar will provide private equity counsel with a working knowledge of the critical provisions of tax reform for the private investment fund industry. Read More

Private Equity Real Estate Fund Formation: Capital Raising, Regulatory Issues and Negotiat...
Capital Contributions, Allocation of Profits/Losses, Clawbacks, Return of Capital, Fees, C...
October 15, 2019 CLE Webinar

This CLE webinar will discuss the crucial structural considerations and legal complexities of forming, launching and operating a private real estate fund. The program will review how recent regulatory developments impact fund managers and investors regarding issues like fees and expenses, co-investm... Read More

Impact of FIRRMA on Private Equity Funds: Expanded CFIUS Review of Foreign Investments, Ne...
Structuring Investments to Minimize CFIUS Risk
October 22, 2019 CLE Live Webinar

This CLE webinar will examine the impact of recent CFIUS reforms on private investment funds. The panel will discuss the regulatory hurdles and filing requirements created under the Foreign Investment Risk Review Modernization Act (FIRRMA) and how best to structure foreign investments in private equ... Read More

Private Fund Side Letters: Negotiating and Drafting Key Terms, Financing and Other Concern...
October 30, 2019 CLE Live Webinar

This CLE webinar will discuss the documentation of side letters between private fund managers and investment partners who need or demand terms which may vary from the underlying partnership agreement. The panel will examine most favored nation clauses, transfer rights, excusal rights, special report... Read More

Structuring Private Equity for GILTI and Subpart F: Minimizing Tax for CFCs Under Section...
November 6, 2019 CLE Live Webinar

This CLE webinar will examine the Subpart F and global intangible low-taxed income (GILTI) rules regarding taxation of controlled foreign corporation (CFC) income, and how those rules impact the structuring of private equity investments and funds. The panel will also discuss new regulations which of... Read More

Private Equity Waterfall and Carried Interest Provisions: Economic and Tax Implications fo...
Distributions, Clawbacks and Allocations; Carried Interest Sharing; Drafting to Address Ta...
September 5, 2019 CLE CLE On-Demand, Download

This CLE webinar will analyze various methods of structuring waterfall provisions in private equity funds and carried interest distributions to fund managers and among their personnel and related clawback and allocation provisions. The program will also examine the tax implications of such provision... Read More

Negotiating and Structuring Convertible Note Financing: Discount Rates, Valuation Caps, Co...
Due Diligence, Determining Priority vs. Other Creditors and Equity Holders
August 14, 2019 CLE CLE On-Demand, Download

This CLE webinar will provide corporate finance counsel with guidance on structuring convertible notes for seed stage financing. The panel will discuss upfront due diligence, term sheet negotiation, and critical terms, including the discount rate, valuation cap and triggers for the conversion from d... Read More

New Carried Interest Rules for Investment Funds: Analysis, Planning Opportunities and Pitf...
July 17, 2019 CLE CLE On-Demand, Download

This CLE webinar will examine the new three-year holding period requirement for carried interests under IRC 1061 and discuss structuring techniques that can preserve long-term capital gains treatment for private equity and hedge fund managers notwithstanding the new tax reform rules. Read More

Equity Investments in Pass-Through Entities: Investment Structures, Tax Ramifications
Financing of LLCs and LPs by Private Equity, Venture Capital, and Angel Investors
July 10, 2019 CLE CLE On-Demand, Download

This CLE webinar will discuss the principle tax ramifications of equity investments in limited liability companies (LLCs) and limited partnerships (LPs) by private equity, venture capital, and angel investment funds. Read More

Private Equity Waterfall and Carried Interest Provisions: Economic and Tax Implications fo...
Distributions, Clawbacks and Allocations; Carried Interest Sharing; Drafting to Address Ta...
June 18, 2019 CLE CLE On-Demand, Download

This CLE webinar will analyze various methods of structuring waterfall provisions in private equity funds and carried interest distributions to fund managers and among their personnel and related clawback and allocation provisions. The program will also examine the tax implications of such provision... Read More

Third-Party Entity Opinions in Private Equity and Finance Transactions
Current Guidance under TriBar Opinion Committee Reports on Limited Partnerships and LLCs
June 12, 2019 CLE CLE On-Demand, Download

This CLE webinar will provide an analysis of third-party opinions concerning entity matters in private equity and commercial finance transactions. The panel will base its discussion on the recently published report by the TriBar Opinion Committee on opinions on limited partnerships (LPs) as well as... Read More

Private Equity Real Estate Fund Formation: Capital Raising, Regulatory Issues and Negotiat...
Capital Contributions, Allocation of Profits/Losses, Clawbacks, Return of Capital, Fees, C...
May 22, 2019 CLE CLE On-Demand, Download

This CLE webinar will discuss the crucial structural considerations and legal complexities of forming, launching and operating a private real estate fund. The program will review how recent regulatory developments impact fund managers and investors regarding issues like fees and expenses, co-investm... Read More

Reg A and Reg D: Evolving Securities Exemptions for Private Placement Offerings
Navigating Regulation A+, the FAST ACT, Rule 506 (c), and Accredited Investors: Recent SEC...
May 8, 2019 CLE CLE On-Demand, Download

This CLE webinar will provide private equity and securities counsel with an update on the current status of Reg A and Reg D, including an analysis of SEC compliance and disclosure interpretations (CDIs) released since the JOBS Act, the FAST Act and accompanying SEC rules went into effect. The panel... Read More

Structuring Joint Bidding Agreements for Private Equity Funds in M&A: Key Considerations
Confidentiality, Engagement of Advisors, Due Diligence, Cost Sharing, Communications Proto...
April 3, 2019 CLE CLE On-Demand, Download

This CLE webinar will examine legal and tactical issues which should be considered by private equity and alternative investment funds when they elect to participate jointly in bidding for a target company or asset. The panel's discussion will include key considerations that should be addressed in a... Read More

Private Equity Carried Interest Clawbacks: Fund Agreement Mechanisms and Tax Consideration...
March 20, 2019 CLE CLE On-Demand, Download

This CLE webinar will discuss clawbacks of carried interest paid to private equity fund managers, focusing on the various clawback mechanisms, structuring fund economic provisions and clawback provisions, and the tax ramifications of clawbacks of carried interest. Read More

Positioning Investment Funds for Future Financing: Key Operating Agreement Provisions
Borrowing Authority, Ability to Make Capital Calls, Third-Party Beneficiary and Other Prov...
March 13, 2019 CLE CLE On-Demand, Download

This CLE webinar will examine provisions that should be included in investment fund LLC or limited partnership agreements to facilitate future financing. The panel will discuss what commercial lenders require in connection with capital call and other credit facilities, and how to structure entities... Read More

Structuring Private Equity Co-Investments and Club Deals: Risks and Opportunities for Spon...
Choosing the Right Investment Structure, Key Deal Terms, Tax and Regulatory Ramifications
February 27, 2019 CLE CLE On-Demand, Download

This CLE program will provide counsel to commercial investors and sponsors with a review of legal developments in co-investments for private equity, investment structures, key deal terms, and tax considerations. The panel will provide insights and perspectives into opportunities and risks for both s... Read More

Fees and Expenses Provisions in Investment Fund Agreements
Disclosure and Reporting Obligations, 2018 Survey Results
February 13, 2019 CLE CLE On-Demand, Download

This CLE webinar will provide private equity counsel with guidance on drafting and negotiating fees and expenses provisions in investment fund agreements. The panel discussion will include current trends in deal terms as revealed in the 2018 Fees and Expenses Benchmarking Survey (the 2018 Survey). Read More

New IRS Partnership Audit Rules for Private Equity and Hedge Funds
Partnership Level Tax, Push-Out Elections, Partnership Representative Provisions and More
January 10, 2019 CLE CLE On-Demand, Download

This CLE webinar will examine the new IRS partnership audit rules and their impact on private equity and investment funds. The panel will discuss the changes that should be made now in partnership and LLC agreements in contemplation of the new rules, the elections available to smaller partnerships t... Read More

Structuring Investment Funds for Qualified Opportunity Zones: Maximizing Tax Benefits and...
December 19, 2018 CLE, CPE, EA CLE On-Demand, Download

This CLE/CPE webinar will examine the tax and operational issues counsel must consider when structuring a "qualified opportunity fund" for investment in a qualified opportunity zone. The panel discussion will include the tax ramifications of capital structure, advantages of using a portfolio company... Read More

Structuring and Investing in Tax Receivable Agreements
Key Provisions for IPO and M&A Transactions, Impact of Tax Reform, Due Diligence Concerns
October 30, 2018 CLE, CPE CLE On-Demand, Download

This CLE/CPE webinar will discuss the key features of tax receivable agreements (TRAs) in various contexts, the impact of tax reform on the structuring of TRAs, and due diligence and other issues for hedge funds and other investors considering purchasing TRAs. Read More

Private Equity Compliance with ERISA: Fiduciary Duties in Managing ERISA Plan Assets
Impact of Sun Capital on Pension Withdrawal Liability; Other New Developments
September 12, 2018 CLE CLE On-Demand, Download

This CLE webinar will prepare counsel representing private equity funds and private equity professionals to meet the challenges under ERISA that apply to fund managers who are responsible for investing the assets of a fund that holds ERISA plan assets. The program will cover the impact on private eq... Read More

Private Equity Fund Restructurings: Due Diligence, Sponsor Fiduciary Concerns, Key Deal Po...
August 29, 2018 CLE CLE On-Demand, Download

This CLE webinar will examine various issues sponsors must consider in restructuring an investment fund. The panel discussion will include the threshold due diligence to conduct, the fiduciary duty the sponsor owes existing investors, and the deal points to resolve with incoming investors. Read More

Deadlock-Breaking Mechanisms in LLCs: Avoiding Litigation and Dissolution When Members and...
Drafting Buy-Sell Provisions, External or Internal Tie-Breakers, Put or Call Options, Prov...
August 14, 2018 CLE CLE On-Demand, Download

This CLE webinar will provide corporate counsel with a framework for adopting deadlock-breaking mechanisms in limited liability company (LLC) operating agreements, and potential state law consequences when no such arrangements are in place. The panel will also discuss arbitration and mediation provi... Read More

Corporate Venture Capital: Structuring Concerns for Investors and Startups
Objectives of CVC vs. Pure Venture Capital, Term Sheets, Key Provisions of Investment and...
June 27, 2018 CLE CLE On-Demand, Download

This CLE webinar will provide commercial finance and private equity counsel with a review of corporate venture capital (CVC) investments in startups. The panel will discuss the differing objectives of corporate vs. pure venture capital investors and how those objectives are reflected in deal points... Read More

Compliance With New EU GDPR: Steps Investment Funds, Banks, Advisers and Financial Interme...
Revising Service Agreements and Internal Controls; Enhanced Disclosures, Higher Penalties
April 25, 2018 CLE CLE On-Demand, Download

This CLE webinar will discuss the first crucial steps for fund managers, investment advisers, broker-dealers and other participants in the investment fund industry to comply with Europe's new data protection regulation. The panel will examine contractual revisions and internal governance measures th... Read More

Private Fund Securities Law Exemptions: Accredited Investors, Qualified Purchasers, Subscr...
Navigating Exemptions Under the Investment Adviser, Securities, Exchange and Investment Co...
April 4, 2018 CLE CLE On-Demand, Download

This CLE webinar will discuss the exemption provisions of the Investment Adviser Act, Securities Act, Exchange Act and Investment Company Act that are relevant to private equity funds and venture capital funds. The program will provide an in-depth analysis of each of the exemption requirements, as w... Read More

Negotiating Private Equity Fund Terms: Key Provisions for Sponsors and Investors
Termination Rights, Standard of Care, Carried Interest and Management Fees, Conflicts, and...
February 7, 2018 CLE CLE On-Demand, Download

This CLE webinar will address current trends and hot issues in private equity fund terms and best practices for structuring and negotiating terms and agreement provisions for sponsors and investors. Read More

Third-Party Preferred Equity as a Financing Device: Structuring "Debt-Like" Equity
Drafting Protective Covenants and Remedies Provisions; Redemption and Tax Issues
November 7, 2017 CLE CLE On-Demand, Download

This CLE webinar will discuss structuring preferred equity investments (PEIs) from the perspectives of the sponsor and investor. The panel will review how PEIs compare with debt and other equity investments and discuss key protective covenants and tax considerations in structuring PEIs. Read More

Private Equity Management Fees and Expenses: Avoiding Investor Claims and SEC Enforcement...
Lessons From Recent Claims and Penalties; Procedures and Disclosures to Improve Investor C...
August 22, 2017 CLE CLE On-Demand, Download

This CLE webinar will instruct counsel for private equity (PE) fund managers on the disclosure issues and conflicts of interest associated with fund fees and expense allocations. The panel will discuss recent SEC actions, and best practices in administration and reporting that will pass muster with... Read More

Secondary Credit Facilities for Private Equity and Hedge Funds: Financing LP Interests for...
Negotiating Eligible Investments, Advance Rates, Borrower Base and Financial Covenants; Al...
August 8, 2017 CLE CLE On-Demand, Download

This CLE webinar will enable finance counsel to structure secondary credit facilities secured by limited partnership (LP) interests and related assets in private equity and hedge funds. The panel will discuss alternative deal structures, the deal terms related to each, and pitfalls to avoid. Read More

Advising Family Office Clients on Recurring Legal and Business Issues
Navigating Investment Adviser Act and Broker-Dealer Compliance, Employment, Executive Comp...
July 26, 2017 CLE CLE On-Demand, Download

This CLE webinar will discuss legal issues attendant with advising family offices established typically by high net worth individuals and families. The program will discuss Investment Adviser Act and Broker-Dealer Compliance, as well as employment and executive compensation, and U.S. and foreign inc... Read More

Creatively Completing the Capital Stack: Real Estate GP Private Equity Funds
Structuring Key Deal Terms Regarding Distribution, Sharing of Promote and Fee Income, Capi...
July 20, 2017 CLE CLE On-Demand, Download

This CLE webinar will discuss the rise of real estate general partner (GP) private equity funds and key legal issues implicated by them. The program will analyze key deal terms of GP funds and provide insights and perspectives into opportunities and risks for both sponsors and investors. Read More

Structuring Private Equity Funds for Investment in Renewable Energy Projects: A New Financ...
June 14, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide finance and energy counsel with the tools to structure a private equity fund dedicated to investment in renewable energy projects. The panel will discuss the advantages of the private equity model, and the ways in which energy private equity (EPE) funds are similar too... Read More

Private Equity Compliance With ERISA: Navigating Manager Fiduciary Duties for Funds Holdin...
Impact on Private Investment Funds of New DOL Fiduciary Rule and Sun Capital Pension Withd...
February 28, 2017 CLE CLE On-Demand, Download

This CLE webinar will prepare counsel representing private equity funds to meet fiduciary obligations under ERISA that apply to fund managers who are responsible for investing the assets of a fund that holds ERISA plan assets. The panel will particularly focus on the duty to avoid prohibited transac... Read More

Private Equity Carried Interest Clawbacks: Navigating Clawback Mechanisms, Fund Agreement...
February 7, 2017 CLE CLE On-Demand, Download

This CLE webinar will discuss clawbacks of carried interest paid to private equity fund managers, focusing on the various clawback mechanisms, structuring fund economic provisions and clawback provisions, and the tax ramifications of clawbacks of carried interest. Read More

Private Fund Securities Law Exemptions: Navigating Accredited Investors, Qualified Purchas...
Evaluating Exemptions for Funds and Managers Under the Investment Adviser, Securities, Exc...
September 13, 2016 CLE CLE On-Demand, Download

This CLE program will discuss the exemption provisions of the Investment Adviser Act, Securities Act, Exchange Act and Investment Company Act that are relevant to private equity funds and venture capital funds. The program will provide an in-depth analysis of each of the exemption requirements, as w... Read More

Private Equity Fund Restructuring: Negotiating Terms, Avoiding Conflicts of Interest and A...
Navigating Sponsor Fiduciary Duties, Options for Existing Investors, and Regulatory Requir...
August 10, 2016 CLE CLE On-Demand, Download

This CLE webinar will discuss the rising trend of restructuring end-of-fund-term and other nonviable private equity funds, developing market practice for fund restructurings, and best practices to negotiate restructuring terms, minimize conflicts of interest and avoid regulatory scrutiny. Read More

Alternative Private Equity Funds: Pledge Funds, Managed Accounts, Deal-by-Deal Co-Investme...
Structuring and Negotiating Alternative Funds for Investment Managers and Investors
March 29, 2016 CLE CLE On-Demand, Download

This CLE webinar will analyze the current state of the investment market that has given rise to alternative funds such as industry pledge funds, managed accounts, deal-by-deal structures, and other combo funds blending features of blind-pool/committed and pledge funds. The panel will review the pros... Read More

IPOs for Private Equity-Sponsored Companies Post-JOBS Act: Overcoming the Legal Complexiti...
Navigating Stockholder Arrangements, Financial Reporting and Disclosures, Corporate Govern...
March 12, 2015 CLE CLE On-Demand, Download

This CLE program will discuss market trends for IPOs of private equity-sponsored companies, the impact of the JOBS Act, and legal issues involved in preparing for an IPO, including stockholder arrangements, SEC and SOX financial reporting, and disclosures and corporate governance and control issues. Read More

Private Fund Managers: Navigating Recent SEC Guidance on Custody Rule, Qualified Client St...
September 9, 2014 CLE CLE On-Demand, Download

This CLE webinar will provide commercial finance and private equity counsel with a review of recent legal developments impacting managers of private equity funds and other private investment vehicles. The panel will discuss guidance by the SEC's Division of Investment Management and SEC enforcement... Read More

Structuring Capital Call or Subscription Loan Facilities for Investment Funds: Strategies...
Understanding Current Trends and Terms, Drafting Loan Provisions, and Conducting Due Dilig...
July 10, 2014 CLE CLE On-Demand, Download

This CLE webinar will provide finance counsel for lenders and funds with a briefing on current trends and terms of subscription loan or capital call commitment facilities for investment funds. The panel will outline approaches for structuring the loan facility, examining the underlying fund structur... Read More

Private Equity Pledge Funds: Leveraging an Emerging Alternative to Traditional Investment...
Structuring Terms, Conditions, Operations and Complying with Investment Advisers Act
March 27, 2014 CLE CLE On-Demand, Download

This CLE webinar will discuss features of pledge funds and the pros and cons of these industry funds compared to blind pool funds or the separately managed account model. The program will also address where the pledge fund fits in the current regulatory landscape since the Dodd-Frank Wall Street Ref... Read More

Business Development Companies: A Re-Emerging Alternative Capital Source
Leveraging BDCs to Finance Business Ventures
July 18, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide commercial finance counsel with a review of business development companies (BDCs), which are emerging as a capital-raising alternative. The panel will offer strategies for taking advantage of opportunities while minimizing legal risks for finance counsel to investors an... Read More