Insight Center: Webinars

Investment Management Roundtable: May 2018

Speakers: Gregory J. Nowak, David Stauber and Marcia Rennie

12:00-1:00 PM (ET)
Investment Management Roundtable: May 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, Mr. Nowak will be joined by Pepper attorney David Stauber and RSM partner Marcia Rennie for a tax-level audit/representative provisions update, where they will address the following topics:

  • What are the entity level audit and representative provisions?
  • How do they differ from the tax matters partner rules, and when are they effective?
  • What modifications need to be completed? By when?
  • What are people doing? Carrying back or addressing currently?
  • Do hedge funds and PE funds take different approaches since PE funds tend to have stable investors bases while hedge funds will have turnover?

CLE credit available.



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