SpeakersAngela Kwok
Royce Law Firm
William Newsom
Cooley LLP
Julia Van de Walle
Cooley LLP
ModeratorTeela C. Smith
Smith Shapourian Mignano PC
Topics• Advise clients on how to structure new funds
• Help PE/VC firms negotiate the terms on which investors contribute their money
• Act for the private fund when it buys and sells its investments
• Assist clients throughout the fund-raising process. This includes the preparation of offering materials, the preparation of partnership agreements, advising on and documenting management and compensation arrangements, and closing fund formation transactions
• Draft the numerous organizational documents necessary to form an investment fund, including a private placement memorandum, a limited partnership agreement (if the fund is a limited partnership) or an operating agreement (if the fund is a limited liability company), and investor subscription agreements
• Conduct diligence and negotiate contracts
• Inform and advise clients on the constantly changing regulatory and compliance issues arising under US and international securities, tax and ERISA laws
• Provide day-to-day advice with respect to issues such as performance and advertising, and brokerage and portfolio trading practices