Liquidity Options for Private Equity Funds in the Current Market
Preferred Equity Lines, Continuation Funds, Top-Up Funds, Expansion of Existing Credit Fac...
June 13, 2023 • CLE • Live Webinar
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This CLE course will analyze different options for providing liquidity to private equity funds that are facing a shortage of capital in the current market environment. The panel will review the mechanics and the pros and cons of these alternative structures.
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Preparing a Venture Capital Term Sheet: Key Terms for Investors and Companies Seeking Inve...
Valuation, Capital Structure, Board Composition, Protective Covenants, Exit Terms
June 27, 2023 • CLE • Live Webinar
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This CLE course will provide important guidance on the preparation and negotiation of venture capital term sheets. The panel will discuss terms that impact price and valuation, liquidation preferences, board composition, drag-along and participation rights, protective covenants, and more.
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Private Fund Side Letters: Negotiating and Drafting Key Terms, Financing and Other Concern...
July 18, 2023 • CLE • Live Webinar
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This CLE course will discuss the documentation of side letters between private fund managers and investment partners who need or demand terms that may vary from the underlying partnership agreement. The panel will examine most favored nation (MFN) clauses, transfer rights, excusal rights, special re...
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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...
May 23, 2023 • CLE • CLE On-Demand, Download
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This CLE course 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 guidance, and best practices in administration and reporting that will pass...
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Structuring Venture Capital Financing: Amended NVCA Model Agreements
Special Issues Faced by Certain Industries, Strategic Investors, and Foreign Investors
May 16, 2023 • CLE • CLE On-Demand, Download
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This CLE course will discuss structuring, negotiating, and documenting venture capital investments from term sheet to closing. The panel will also discuss recent changes to the National Venture Capital Association (NVCA) Agreements and the extent to which model provisions may deviate from what is co...
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Securities Issues for Transaction Attorneys: Mitigating Risk, Responding to Claims
April 19, 2023 • CLE • CLE On-Demand, Download
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This CLE webinar will provide corporate counsel with guidance in how to spot securities law issues that may impact a proposed transaction or raising of capital, and steps to take to mitigate against the risks associated with an SEC or state investigation or private party litigation.
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Private Equity Carried Interest Clawbacks: Fund Agreement Mechanisms and Tax Consideration...
April 11, 2023 • CLE • CLE On-Demand, Download
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This CLE course will discuss clawbacks of carried interest distributions received by private equity fund managers, focusing on the various clawback mechanisms, structuring fund distribution waterfalls and clawback provisions, and the tax ramifications of clawback events.
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Negotiating Private Equity Fund Terms: Key Provisions, Emerging Trends and Recent Developm...
Waterfall Provisions, GP Removal Rights, Standard of Care
March 28, 2023 • CLE • CLE On-Demand, Download
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This CLE course will examine current trends and hot issues in private equity fund terms and best practices for structuring and negotiating fund document terms for private equity sponsors and limited partner (LP) investors.
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Structuring Down-Round Financing: Anti-Dilution Protections, Employee Considerations, Miti...
March 6, 2023 • CLE • CLE On-Demand, Download
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This CLE course will analyze down-round financings from the vantage point of the company and its investors. The panel will discuss the implications of a down round for employees and existing stockholders, board fiduciary and process issues, and technical and structuring considerations.
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Structuring Direct Lending Funds: Open-End vs. Closed-End Structures
Recurring Regulatory, Valuation, and ERISA Considerations; Structures to Confront Pervasiv...
February 28, 2023 • CLE • CLE On-Demand, Download
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This CLE course will examine issues associated with the formation and operation of direct lending funds, including those organized to lend to small and medium-sized businesses, certain real estate developers, and other real estate market participants.
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CFIUS and Private Equity Funds: Expanded Review of Foreign Investments, Filing Requirement...
Structuring Investments to Minimize CFIUS Risk
January 5, 2023 • CLE • CLE On-Demand, Download
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This CLE course will examine the impact of the Foreign Investment Risk Review Modernization Act (FIRRMA) on private investment funds. The panel will discuss the regulatory hurdles and filing requirements associated with CFIUS review, and how best to structure foreign investments in private equity an...
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Structuring Venture Capital Financing: Amended NVCA Model Agreements
Special Issues Faced by Certain Industries, Strategic Investors, and Foreign Investors
December 13, 2022 • CLE • CLE On-Demand, Download
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This CLE course will discuss structuring, negotiating, and documenting venture capital investments from term sheet to closing. The panel will also discuss recent changes to the National Venture Capital Association (NVCA) Agreements and the extent to which model provisions may deviate from what is co...
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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
December 1, 2022 • CLE • CLE On-Demand, Download
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This CLE program will review 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 sponsors and investors.
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Carried Interest Rules for Investment Funds: Final Regs, Planning Opportunities, and Pitfa...
November 22, 2022 • CLE • CLE On-Demand, Download
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This CLE course will examine the 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 following the enactment of the 2021 regulations. The panel dis...
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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...
October 18, 2022 • CLE • CLE On-Demand, Download
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This CLE course 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 provisi...
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Reg A and Reg D: Evolving Securities Exemptions for Private Offerings
Navigating Regulation A+, the FAST ACT, Rule 506 (c): Recent SEC Guidance
October 4, 2022 • CLE • CLE On-Demand, Download
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This CLE course will provide private equity and securities counsel with an update on the current status of Reg A and Reg D, the JOBS Act, the FAST Act, and accompanying SEC rules, including the most recent amendments to the definition of "accredited investor" and offering limits.
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Private Equity Waterfall and Carried Interest Provisions: Economic and Tax Implications fo...
Distributions, Clawbacks, and Allocations; Carried Interest Sharing; Drafting to Address T...
September 21, 2022 • CLE • CLE On-Demand, Download
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This CLE course will analyze various methods of structuring waterfall provisions in private equity funds and carried interest distributions to fund managers and their personnel and related clawback and allocation provisions. The program will also examine the tax implications of such provisions.
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Private Equity Real Estate Fund Formation: Capital Raising, Regulatory Issues, and Negotia...
Capital Contributions, Allocation of Profits/Losses, Clawbacks, Return of Capital, Fees, C...
September 8, 2022 • CLE • CLE On-Demand, Download
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This CLE course 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 fees and expenses, co-investments, and co...
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New SEC Rules for Private Fund Advisers: Reporting Requirements, Fees and Expenses, Confli...
Indemnification of Advisers, Preferential Treatment of Investors, Secondary Transactions
August 23, 2022 • CLE • CLE On-Demand, Download
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This CLE course will include the new reporting and audit requirements, limitations on fees and expenses, prohibitions and disclosures regarding conflicts of interest and preferential treatment of investors, and fairness opinions required with adviser-led secondary transactions.
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Advising Family Office Clients on Recurring Legal, Tax, and Business Issues
Navigating Investment Adviser Act, Employment, Executive Compensation, Tax, and ERISA Issu...
August 4, 2022 • CLE • CLE On-Demand, Download
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This CLE course will discuss legal issues attendant with advising family offices established by high net worth individuals and families. The program will discuss the Investment Advisers Act, employment and executive compensation, and U.S. and foreign income tax issues.
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Structuring Incentive Equity in Private Equity-Backed Companies
Control and Restrictions, Vesting and Forfeiture, Distributions, Repurchase Rights, Moneti...
July 26, 2022 • CLE • CLE On-Demand, Download
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This CLE webinar will discuss the structuring of equity-based incentives in companies seeking or having obtained private equity investment. The panel will discuss standard features of equity compensation provisions, including restrictions other investors might place on incentive equity holders, vest...
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Private Equity Fund Formation: Choice of Entity, Fundraising Trends, SEC Regulatory Issues...
July 19, 2022 • CLE • CLE On-Demand, Download
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This CLE course will examine the critical steps in the formation and operation of a private equity fund and identify the most significant private equity fund formation trends from a capital raising, SEC regulatory, and tax standpoint.
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Venture Capital Fund Formation, Fund Management, and Deployment of Capital: Top Tips for V...
June 7, 2022 • CLE • CLE On-Demand, Download
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This CLE webinar will examine the formation and structuring of venture capital (VC) funds and discuss the various relationships between the fund and its limited partners, fund managers, and portfolio companies. The panel will also discuss different ways to approach deploying venture capital and inve...
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Real Estate Private Equity GP Investment Funds: Structuring Key Deal Terms
Capital Contributions, Distributions, Sharing of Promote and Fee Income, and More
June 2, 2022 • CLE • CLE On-Demand, Download
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This CLE course will discuss the rise of real estate general partner (GP) private equity funds and critical 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.
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Managing Private Funds in a Volatile Market: Interacting With Investors, Lenders, and Regu...
Investments, Distributions, Governance, Conflicts, Fund Finance Concerns
May 26, 2022 • CLE • CLE On-Demand, Download
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This CLE course will examine the critical legal issues that private fund managers should consider in managing funds and fund investments in the current market. The panel will discuss actions that managers should take now with regard to their investors, lenders, and regulators.
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Partial Liquidity Transactions for Middle Market Companies: Structuring Alternatives; Lega...
May 3, 2022 • CLE • CLE On-Demand, Download
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This CLE course will examine the mechanics of partial liquidity transactions in middle market companies. The panel will discuss the structuring and pricing alternatives and the legal and tax issues associated with each. The panel will also discuss governance issues, including the fiduciary duties of...
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Blocker Corporation Structures in Private Equity Funds: Tax and Other Considerations for F...
Avoiding UBTI and ECI; Entry and Exit Strategies
April 12, 2022 • CLE • CLE On-Demand, Download
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This CLE course will provide fund counsel with the tools for structuring blocker corporation investments by private equity and venture capital funds (PEVC funds) in a manner that seeks to address the various tax sensitivities of PEVC fund investors.
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Structuring Convertible Note Financing: Discount Rates, Valuation Caps, Conversion Trigger...
Due Diligence, Determining Priority vs. Other Creditors and Equity Holders
February 1, 2022 • CLE • CLE On-Demand, Download
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This CLE course will provide founders and 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 converti...
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IRS Partnership Audit Rules for Private Equity and Hedge Funds
Partnership Level Tax, Push-Out Elections, Partnership Representative Provisions, and More
January 18, 2022 • CLE • CLE On-Demand, Download
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This CLE course will examine the IRS partnership audit rules and their impact on private equity and investment funds. The panel will discuss the provisions for partnership and LLC agreements in contemplation of the new rules, the elections available to smaller partnerships to avoid a partnership-lev...
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Structuring Venture Capital Financing: Amended NVCA Model Agreements
Special Issues Faced by Certain Industries, Strategic Investors, and Foreign Investors
December 14, 2021 • CLE • CLE On-Demand, Download
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This CLE course will discuss structuring, negotiating, and documenting venture capital investments from term sheet to closing. The panel will also discuss recent changes to the National Venture Capital Association (NVCA) Agreements and the extent to which model provisions may deviate from what is co...
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Investment Funds and Opportunity Zones: Maximizing Tax Benefits and Preserving Flexibility
December 8, 2021 • CLE • CLE On-Demand, Download
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This CLE course will examine the tax and operational issues counsel must consider when structuring a qualified opportunity fund (QOF) for investment in a qualified opportunity zone (QOZ). The panel discussion will include the tax ramifications of capital structure, advantages of using a portfolio co...
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Corporate Venture Capital: Structuring Concerns for Investors and Startups
Objectives of CVC vs. Pure Venture Capital, Term Sheets, Key Provisions of Investment and...
October 26, 2021 • CLE • CLE On-Demand, Download
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This CLE course 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 l...
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Alternative Private Equity Structures: Continuation Funds, GP-Led Secondaries, and Permane...
Structuring and Negotiating Alternative Private Equity Structures for Investment Managers...
October 12, 2021 • CLE • CLE On-Demand, Download
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This CLE course will analyze the current state of the investment market that has given rise to alternative private equity structures focused on liquidity, such as continuation funds, GP-led secondaries, and permanent capital vehicles. The panel will review the mechanics and the pros and cons of thes...
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Structured Preferred Equity: Documentation, Protective Covenants, Tax Treatment, Use in De...
September 22, 2021 • CLE • CLE On-Demand, Download
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This CLE course will examine the structuring and documentation of preferred equity investments in private companies. The panel will discuss protective covenants and the distinctions between preferred equity and debt, terms issuers and investors should consider to ensure equity treatment, and preferr...
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Private Fund Securities Law Exemptions: Accredited Investors, Qualified Purchasers, Subscr...
September 1, 2021 • CLE • CLE On-Demand, Download
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This CLE course will discuss the exemption provisions of the Investment Adviser Act, Securities Act, Exchange Act, and Investment Company Act that are relevant to private equity, venture capital, and hedge funds. The program will provide an in-depth analysis of each of the exemption requirements, as...
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Equity Investments in Pass-Through Entities: Investment Structures, Tax Ramifications
August 18, 2021 • CLE • CLE On-Demand, Download
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This CLE course 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.
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Venture Capital and Private Equity Opinions of Counsel
Scope, Assumptions and Qualifications, Due Diligence, Opining on Delaware Matters
August 11, 2021 • CLE • CLE On-Demand, Download
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This CLE course will discuss the preparation of opinion letters and the opinions typically provided by counsel in venture capital and private equity transactions. The panel will review the common elements of an opinion letter, including assumptions and qualifications, and outline common practices re...
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Corporate Sponsorship of Investment Funds: Structuring an Integrated Fund, Control and Gov...
May 18, 2021 • CLE • CLE On-Demand, Download
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This CLE course will discuss the structuring of investment funds when sponsored by a corporate enterprise with a core business separate from fund investment. The panel will discuss the strategic advantages of corporate sponsorship, terms that may vary in fund agreements with a corporate sponsor, and...
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Structuring Private Equity for GILTI and Subpart F: Minimizing Tax for CFCs Under Section...
April 29, 2021 • CLE • CLE On-Demand, Download
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This CLE course 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 that offer...
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Private Equity Compliance Update: Conflicts of Interest, Fees and Expenses, Nonpublic Info...
Current SEC Focus and What to Expect From the Incoming Administration
February 25, 2021 • CLE • CLE On-Demand, Download
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This CLE course will discuss current compliance issues highlighted by the SEC after examining private fund advisers in 2020 as well as the SEC's recently adopted Marketing Rule. The panel discussion will include conflicts of interest in fund activities and investments, fees and expenses disclosures,...
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Fees and Expenses Provisions in Investment Fund Agreements
Disclosure and Reporting Obligations, Investor and Sponsor Concerns
November 19, 2020 • CLE • CLE On-Demand, Download
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This CLE course 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 2020 Fees and Expenses Benchmarking Survey (the Survey). The Sur...
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Structuring the Purchase and Sale of Partnership/LLC Interests in Private Equity Funds
LOIs, Due Diligence, Drafting the PSA, Negotiating Transfer Agreements, and Determining th...
October 7, 2020 • CLE • CLE On-Demand, Download
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This CLE course will guide counsel on how to structure and document the secondary purchase and sale of a partnership or LLC interest in an investment fund. The panel will discuss letters of intent, due diligence of fund interests, legal issues in a purchase and sale agreement, legal issues in fund t...
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Private Equity Pledge Funds: Structuring, Terms and Conditions, Operations, Complying With...
March 5, 2020 • CLE • CLE On-Demand, Download
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This CLE course 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.
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Advising Family Office Clients on Recurring Legal, Tax and Business Issues
Navigating Investment Adviser Act, Employment, Executive Compensation, Tax and ERISA Issue...
February 20, 2020 • CLE • CLE On-Demand, Download
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This CLE course will discuss legal issues attendant with advising family offices established typically by high net worth individuals and families. The program will discuss the Investment Adviser Act as well as employment and executive compensation, and U.S. and foreign income tax issues.
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Structuring Secondary Sales of Private Company Stock
Buyback vs. Third-Party Purchase, Tax and Securities Considerations, Company Controls
January 22, 2020 • CLE • CLE On-Demand, Download
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This CLE course will examine legal, procedural, and regulatory issues associated with executing secondary sales. The panel discussion will include buyback vs. third-party purchases, securities compliance, pricing and tax considerations, and rights of first refusal and other provisions that can be in...
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The End of LIBOR: Advising Investment Managers on the Transition
Asset Management Authority and Obligations, Legacy Contract Amendments, Disclosures on New...
December 18, 2019 • CLE • CLE On-Demand, Download
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This CLE course will analyze the legal and economic risks for investment managers and other market participants in the coming transition away from LIBOR and the steps they should take now to mitigate those risks. The panel will discuss recent SEC guidance on how to manage the transition in existing...
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Private Investment Funds and Tax Reform
Carried Interest, QBI and Interest Deductions, Sale of Partnership Interests, Computation...
October 2, 2019 • CLE, CPE • CLE On-Demand, Download
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This CLE/CPE course will provide private equity counsel with a working knowledge of the critical provisions of tax reform for the private investment fund industry.
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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
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This CLE course 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 t...
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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
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This CLE course 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 j...
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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
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This CLE course 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 t...
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Private Equity Fund Restructurings: Due Diligence, Sponsor Fiduciary Concerns, Key Deal Po...
August 29, 2018 • CLE • CLE On-Demand, Download
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This CLE course 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.
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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
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This CLE course 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 tha...
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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 program is included with the
Strafford CLE Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
Click for more information.
This CLE course 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.
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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 program is included with the
Strafford CLE Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
Click for more information.
This CLE course 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.
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Structuring Private Equity Funds for Investment in Renewable Energy Projects: A New Financ...
June 14, 2017 • CLE • CLE On-Demand, Download
This program is included with the
Strafford CLE Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
Click for more information.
This CLE course 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 a...
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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 program is included with the
Strafford CLE Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
Click for more information.
This CLE course 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.
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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 program is included with the
Strafford CLE Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
Click for more information.
This CLE course 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...
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