Private Equity Funds: Business Structure and Operations (Corporate Securities)

Description: Private Equity Funds: Business Structure and Operations (Corporate Securities Series) by James M. Schell (Author), Kristine M. Koren (Author), Pamela Lawrence Endreny (Author) The best guide to private equity funds. Insight and explanations for both fund sponsors and investors. The gold standard." —Andrew Zalasin, General Partner and CFO: RRE Ventures Best Practices for Organizing and Managing a Fund With nearly $7 trillion invested in more than 20,000 funds, investor interest in the private equity industry has returned, despite the economic turmoil of recent years. Still, guidance about the organization and administration of these funds is tough to find. This 1,400+ page online and traditional print resource will equip corporate lawyers, investment professionals, and tax practitioners with best practices to manage these funds effectively. Timely updates, ongoing analysis, and model documents. Online, eBook, and traditional print looseleaf formats with updates are available. All updates are included with an annual subscription. Private Equity Funds: Business Structure and Operations covers a wide range of important issues, such as: the key economic differences between various types of funds; structuring the private equity fund to meet economic expectations and investment goals; securing maximum tax benefits for the sponsor of the fund; duties of the fund's General Partner and Investment Advisor; the major regulatory issues affecting the private equity fund; and much more. What’s New? Private Equity Funds: Business Structure and Operations remains current to reflect the aftermath of the financial crisis of 2007 to 2009. The authors also focus on cyber risk and the compliance obligations of investment advisers. Chapters Include: An Introduction to Private Equity Funds Key Economic Terms: Carried Interest, Management Fees and Other Income General Structural Issues For Domestic Funds General Structural Issues For the General Partner and The Manager Taxation of the Private Equity Fund and the Investors Taxation of the General Partner Miscellaneous Tax-Related Topics Regulatory Issues Affecting The Private Fund and the Manager Implementing the Economic Bargain: The Private Equity Fund Limited Partnership Agreement Implementing the Economic Bargain: The Limited Liability Company Agreement for the General Partner APPENDIX A: Summary of Principal Terms APPENDIX B: Certificate of Limited Partnership APPENDIX C: Short-Form Partnership Agreement APPENDIX D(1): Amended and Restated Agreement of Limited Partnership (Basic) APPENDIX D(2): Amended and Restated Agreement of Limited Partnership APPENDIX E: Investment Management Agreement APPENDIX F: Certificate of Formation for Limited Liability Company APPENDIX G: Short Form Limited Liability Company Agreement APPENDIX H(1): Limited Liability Company Agreement for General Partner APPENDIX H(2): Limited Liability Company Agreement for General Partner APPENDIX J(1): Subscription Agreement (A Section 3(c)(1) Fund) APPENDIX J(2): Subscription Agreement (A Section 3(c)(7) Fund) APPENDIX J(3a): Request for Taxpayer Identification Number and Certification APPENDIX J(3b): Instructions for Form W-8BEN APPENDIX K: Clawback Guaranty APPENDIX L: Legal Opinion APPENDIX M: Form of Anti-Money Laundering Compliance Policy APPENDIX M(1): Form of Anti-Money Laundering Policy APPENDIX N: Limited Partnership Agreement for Hedge Fund APPENDIX O: Declaration of Trust APPENDIX P: Investment Advisory Agreement APPENDIX Q: Pledge Fund APPENDIX R: New Issue Questionnaire APPENDIX S: Form of Confirmation Letter APPENDIX T: Amended and Restated Certificate of Limited Partnership APPENDIX U: Amended and Restated Agreement of Limited Partnership APPENDIX V: Amendment to Amended and Restated Agreement of Limited Partnership APPENDIX W: Amended and Restated Agreement of Limited Partnership of Mezzanine Partners APPENDIX X: Rule 506 Questionnaire Book #00651; looseleaf, one volume, 1,424 pages; updated as needed; no additional charge for updates during your subscription. Looseleaf print subscribers receive supplements. The online edition is updated automatically. ISBN: 1-58852-088-9 “The best guide to private equity funds. Insight and explanations for both fund sponsors and investors. The gold standard.” —Andrew Zalasin,General Partner and CFO: RRE Ventures Best Practices for Organizing and Managing a Fund With nearly $7 trillion invested in more than 20,000 funds, investor interest in the private equity industry has returned, despite the economic turmoil of recent years. Still, guidance about the organization and administration of these funds is tough to find. This 1,400+ page resource, will equip corporate lawyers, investment professionals, and tax practitioners and with best practices to manage these funds effectively. Private Equity Funds: Business Structure and Operations covers a wide range of important issues, such as: the key economic differences between various types of funds; structuring the private equity fund to meet economic expectations and investment goals; securing maximum tax benefits for the sponsor of the fund; duties of the fund's General Partner and Investment Advisor; the major regulatory issues affecting the private equity fund; and much more. Private Equity Funds: Business Structure and Operations reflects the aftermath of the financial crisis of 2007 to 2009. The authors also focus on cyber risk and the compliance obligations of investment advisers. "synopsis" may belong to another edition of this title. About the Author: James M. Schell is a partner in the New York office of Skadden, Arps, Slate, Meagher & Flom LLP. He represents private investment funds, banks, insurance companies, investment banking firms and other financial institutions in a broad range of financing and investment transactions. Mr. Schell heads the interdisciplinary group at Skadden Arps, which focuses on private investment funds, including leveraged buyout, venture capital and hedge funds, as well as investment funds designed to invest in particular countries or regions such as China or Latin America.Mr. Schel's work also includes a substantial number of merchant banking and venture capital transactions in which financial institutions or private equity funds acquire significant equity stakes. These transactions involve a diverse mix of equity interests, ranging from convertible debt and preferred stock to warrants and common stock. Mr. Schell, who received his J.D. degree from Columbia University Law School, is a lecturer at the Institute of International Research and American College of Investment Counsel programs. Kristine M. Koren is a member of Skadden's Investment Management Group. Her practice focuses primarily on the formation and operation of U.S. and offshore private investment funds, including private equity funds, hedge funds, funds of funds, venture capital funds and hybrids. In addition to assisting fund sponsors with their organizational structures, Ms. Koren also regularly advises on the sale of investment adviser businesses. She represents both sponsors and investors, and provides ongoing regulatory, transactional and compliance advice. Although her practice emphasizes asset management, Ms. Koren also handles a wide variety of general securities and corporate matters. Ms. Koren is a member of the New York City and New York State bar associations, as well as the American and Puerto Rican bar associations. She speaks fluent Spanish and French, as well as English. Pamela Lawrence Endreny advises clients on a broad range of federal income tax matters, including mergers, acquisitions, joint ventures, spin-offs and restructurings. She focuses in particular on the formation and operation of private equity and hedge funds and their investments as well as transactions involving investment advisors (including public offerings thereof). She has significant experience advising clients on international acquisitions, restructurings, joint ventures, divestitures and financings. She regularly represents companies and financial institutions in connection with capital markets and derivatives transactions. She also represents clients in obtaining private letter rulings from the Internal Revenue Service and in tax controversies with the IRS. Review: "I am not aware of any other publication that provides a comparable breadth of analysis of the relevant issues." —Millie Kim, General Counsel, Citigroup Global Investments “The best guide to private equity funds. Insight and explanations for both fund sponsors and investors. The gold standard.” —Andrew Zalasin,General Partner and CFO: RRE Ventures "About this title" may belong to another edition of this title.

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Location: Fremont, California

End Time: 2024-08-19T02:51:38.000Z

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