Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Basics of Fund Formation


You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

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.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Adam Grais

Adam J. Grais advises businesses and their owners on structuring ...

Learn More »

David Lorry

David S. Lorry is a Managing Director & Senior Counsel ...

Learn More »

John Muno

John Muno is a partner in the Investment Funds Group. ...

Learn More »

Nabil Sabki

Nabil Sabki is a partner of Latham & Watkins, whose practice ...

Learn More »

Steven Schwab

Steven Schwab joined Thoma Bravo as its Director of Compliance ...

Learn More »