Basics of Fund Formation

Private funds are legally required to organize in a very specific manner. Each requires a sponsor (investment manager) and a specified investment target/objective. Investors in private funds are normally passive, much like a mutual fund or ETF investor, and rely on the fund sponsor to acquire, manage and divest appropriately. Of course, there are differences between the different kinds of private funds. This webinar explores fund formation from an economic and compliance standpoint, and leverages our panelists’ experience to explain how the structure of private funds influence their performance. The webinar also touches on documentation and compliance in an age of regulatory scrutiny, and how funds are evolving to adjust.

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Webinar Faculty

Moderator:

Michele Itri

Michele Itri is the Co-Chair of the Tax Law Practice at Tannenbaum Helpern Syracuse & Hirschtritt LLP. Michele Itri’s practice focuses on the tax and legal aspects of investment funds,… Read More

Panelists:

Jonathan Friedland

Jonathan Friedland is a principal at Much Shelist. He is ranked AV® Preeminent™ by Martindale.com, has been repeatedly recognized as a “SuperLawyer”, by Leading Lawyers Magazine, is rated 10/10 by… Read More

Thomas Kennedy

Mr. Kennedy, a member of the Portfolio Legal Services team, has over 20 years of experience in law and business, assisting clients in a broad variety of industries with advice… Read More

Wayne Davis

Wayne H. Davis is co-chair of Tannenbaum Helpern's Investment Management Practice and a member of the firm's Executive Committee. Wayne advises U.S. and non-U.S domiciled venture capital, private equity and… Read More