Insight Center: Podcasts

Investment Management Update - Exit Strategies


Podcast Categories: Benefits, Financial, Funds

Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Funds Services Practice Group, hosts a monthly webinar series for West LegalEdcenter. 

This month, Mr. Nowak, is 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. 

This podcast is a recording of their presentation.

Download a copy of the PowerPoint Presentation.



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