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

The Basics of Fund Formation


PE, VC, Hedge Funds Demystified - The 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.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.

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

Partner: ChamberWise, Financial Poise, West LegalEdcenter

Meet the Panel:

Jonathan Friedland

Jonathan Friedland, a senior partner with Sugar Felsenthal Grais & ...

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Michele Itri

Michele Itri is the Co-Chair of the Tax Law Practice ...

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Wayne Davis

Wayne Davis

Wayne H. Davis is co-chair of Tannenbaum Helpern's Investment Management ...

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Thomas Kennedy

Mr. Kennedy, a member of the Portfolio Legal Services team, ...

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