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Benefit Plan Proffesionals Institutes (for Accountants and Attorneys)
 
 

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June 06, 2008 Benefit Plan Proffesionals Institutes (for Accountants and Attorneys)
Topic: Hedge Funds and Other Alternative Investments
Faculty: ZOILA E. DAVIS

Location: Carlsbad, California
 


Counsel's role in advising the fund

  • Negotiating hedge fund agreements
  • Reviewing multilayered hedge fund documents
    • Offering documents
    • PPMs
    • Subscription agreement
      • Using side letters to clarify terms

Determining fiduciary status of hedge fund manager

What are the latest SEC directives?



External Web Link: Benefit Plan Professionals Institute (Opens a New Window)
   
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