Presented by Financial Executives Alliance
Join Pepper partners Julia D. Corelli and Steven D. Bortnick as they review the new pfm benchmarking survey for the Financial Executives Alliance as the SEC scrutinizes the private funds industry. Pepper and PEF Services joined forces with PEI to conduct this survey of 104 U.S. alternatives fund managers on their fee practices in August and September 2014.
Topics covered on the webinar will include:
discussion of allocation of deal costs, payment of operating partners, fee offsets for monitoring and transactional fees, annual meeting costs, and regulatory expenses
update on SEC positions on allocation of deal costs
ECI, UBTI, deemed dividend and tax deductibility issues raised by monitoring and transactional fees