Insight Center: Webinars

Investment Management Roundtable: December 2018

Speakers: Gregory J. Nowak, Paul L. Porretta, Katelyn D. Winslow, Richard Juliano and Frederic Way

12:00-1:00 PM (ET)
Investment Management Roundtable: December 2018

Presented by West LegalEdcenter

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, Pepper partner Gregory J. Nowak, will be joined by Richard Juliano, chief operating officer at Emerald Asset Management, Inc., Frederic Way, director of asset management industry vertical of the financial institutions group of Barclays Capital, and Paul L. Porretta and Katelyn D. Winslow, attorneys in Pepper Hamilton’s Employee Benefits and Executive Compensation Group. The panelists will discuss exit strategies — understanding industry comparable and harvesting value from your asset management firm through sales, management buyouts, ESOP structures, profit-sharing plans, SARs, deferred compensation plans and other planning devices.

CLE credit available.



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