Insight Center: Events & Webinars

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

Speakers: Gregory J. Nowak and Steven D. Bortnick

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

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

Please join Pepper Hamilton Partner, Gregory J. Nowak, for a thoughtful, interactive discussion of the issues facing investment managers and fund operators. Mr. Nowak will be joined by Pepper partner Steven D. Bortnick to talk all things tax just in time for the April 15th deadline! Topics will include:

  • Taxation of the entity – state and local taxes, changes in IRS audit rules, withholding taxes, foreign taxes and FATCA, planning with loss carryovers, LLC vs LP vs Cayman LTD vs corp or trust – RICs, PE, HFs
  • Taxation of the manager – fee waivers, carry proposals
  • Taxation of the investors – 2% floor, k-1s vs 1099’s, ECI and Trade or Business issues

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


Pepper Hamilton LLP
620 Eighth Avenue
37th Floor
New York, NY 10018


There is no cost to attend.

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