Insight Center: Events & Webinars

What's Really Going On with Fees?

Speakers: Steven D. Bortnick and Julia D. Corelli

1:00 PM - 2:00 PM (EST)
What's Really Going On with Fees?

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