Attention:

Fund Structuring Obstacles and Opportunities


Level: Advanced
Runtime: 60 minutes
Recorded Date: October 04, 2017
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Agenda

10:00 am - 11:00 am
  • Innovations in Performance Fees
  • Innovations in Management Fees
  • Customized Funds
  • Funds of One and Managed Accounts
  • Other Terms
  • Concerns with New Structures and Fee Pressure
  • Growth Opportunities
  • Consequences of the Trump Tax Reform: The Carried Interest Loophole
Runtime: 1 hour
Recorded: October 4, 2017

Description

In this program, our panel of experts will discuss the different obstacles and opportunities that present themselves when structuring funds including the consequences of the Trump Tax Reform.

This program was recorded on October 4th, 2017.

Provided By

ALM Events

Panelists

Mark Singer

Assistant General Counsel
APG Asset Management US

Mark Singer is Assistant General Counsel at APG Asset Management US, which together with its parent, APG Asset Management, manages assets in excess of €480B for Netherlands pension funds.

Mark advises the global private equity and hedge fund platforms, and the Americas real estate and infrastructure teams, on fund investments, co-investments and direct transactions.

He is a graduate of Duke Law School, where he received a JD/LLM in International and Comparative Law, and Middlebury College.

Simon Raykher

General Counsel
Kepos Capital LP

Simon Raykher is the General Counsel and Chief Compliance Officer of Kepos Capital, a systematic macro institutional investment management firm.

Prior to joining Kepos in 2013, Simon served as General Counsel and Chief Compliance Officer of Lombard Odier Asset Management (USA) Corp, the US asset management subsidiary of one of the oldest and largest private banks in Switzerland. For the previous seven years, he was General Counsel, Chief Compliance Officer and Principal of Satellite Asset Management, L.P., a multi-strategy investment manager, based in New York and London.

Prior to Satellite, Simon was an attorney with the law firm of Schulte Roth & Zabel LLP. Earlier in his career, he was a prosecutor with the Investigation Division of the New York County District Attorney’s office, where he conducted tax fraud and money laundering investigations. Simon started his career as an auditor with Coopers & Lybrand. Simon is a former Adjunct Professor at Fordham University School of Law.

Simon earned a B.B.A. and an M.B.A. in Accounting from Pace University in 1990 and a J.D. from Fordham University School of Law in 1995.

Marc Baum

General Counsel and Chief Administrative Officer
Serengeti Asset Management

Prior to joining Serengeti, Marc Baum was the General Counsel and a Partner of Offit Capital Advisors and a member of the firm’s Investment Committee. From 2005- 2009, Marc was a Managing Director, the General Counsel and Chief Compliance Officer for Ramius LLC, which followed his role as Chief Operating Officer and General Counsel for The Seaport Group. Seaport was formed in the broker dealer subsidiary of the IPO Group where Marc served as the CEO and which published the IPO.com web site.

Previously, Marc served as the Chief Legal Officer and Managing Director for compliance at T.D. Securities/The Toronto-Dominion Bank. Before T.D., Marc practiced capital markets law at J.P. Morgan Securities, Merrill Lynch and Salomon Brothers. Marc began his legal career as an associate at Fried, Frank, Harris, Shriver and Jacobson. Marc has been an active member of the Managed Funds Association where he served on the steering committees for the Hedge Fund Advisory Committee and the General Counsels’ Forum. In addition, Marc is on the board of Bend the Arc, a Director of The NASDAQ Stock Market Educational Foundation, Inc.

Marc received his B.A. magna cum laude from Harvard College, earned his M.Sc. from The London School of Economics and received his J.D. from the University of Chicago Law School.


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