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Insight Center: Webinars

Investment Management Roundtable: May 2019

Speakers: Gregory J. Nowak, David Stauber, Morgan Klinzing, Lisa K. Head and Bill Yahara

12:00-1:00 PM (ET) | 9:00-10:00 AM (PT)
Investment Management Roundtable: May 2019

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 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.

CLE credit available.



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