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Insight Center: Events

Investment Management and Private Funds: What's Happening Now?

Speakers: Gregory J. Nowak, David Stauber and Morgan Klinzing

5:00-7:00 PM (ET)
Investment Management and Private Funds: What's Happening Now?

Beer, wine and hors d'oeuvres will be served.

Join Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Funds Services Practice Group, for a series of candid, interactive discussions on what is going on now in the investment management world, including issues that affect private funds and their managers.

This month, Mr. Nowak will be joined by Pepper attorneys David Stauber and Morgan Klinzing as well as Lisa K. Head, partner in charge of investment fund tax services at Weaver, and Bill Yahara, director of investment funds at Weaver, to discuss:

  • The Tax Cuts and Jobs Act of 2017 one year and one filing season later — what is the impact on funds, investors and managers?
  • Current state of the taxation of carry/performance allocations
  • What we know about the application of ECI to ICOs
  • Selected international tax considerations for funds and their investors.

If you've attended previous Pepper events, make sure to spread the word to your colleagues. We encourage you to bring a friend from the industry!


Pepper Hamilton LLP
The New York Times Building
620 Eighth Avenue - 37th Floor
New York, NY 10018-1405

Event Documents

Investment Management and Private Funds: What's Happening Now? Presentation Slides (.pdf)


There is no cost to attend.

Contact Kim MacAlister at 215.981.4249 or with any questions.

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