FEI Dallas Private Equity CFO Series 2023 | FEI | Financial Executives International | 11 May 2023 | Greenberg Traurig, LLP, 2200 Ross Ave #5200, Dallas, TX 75201, USA
Venue
Greenberg Traurig, LLP
Greenberg Traurig, LLP, 2200 Ross Ave #5200, Dallas, TX 75201, USA
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| Event Date | Thu May 11 EDT (over 1 year ago) |
| Location |
Greenberg Traurig, LLP
2200 Ross Ave #5200, Dallas, TX 75201, USA |
| Region | Americas |
Details
Interval funds and tender-offer funds are becoming increasingly relevant alternatives to traditional private equity and venture capital funds. Although they have been around for decades, the changing investment and regulatory landscape for private funds has increased the appeal to alternative asset managers of interval and tender-offer funds, including their ability to reach both institutional and retail investors. Our panel will explore the mechanics of interval funds and tender-offer funds, their appeal, the process for creating one or converting an existing private fund into an interval fund or tender offer fund, the possibility of operating an existing private fund in tandem with an interval fund or tender-offer fund utilizing a co-investment program, and the regulatory requirements of maintaining such a fund, including legal and financial implications.
Speakers
2023 Speakers
Mr. Steven Bartz
Shareholder, Greenberg Traurig, LLP
Mr. Nickolas Darsch
Managing Director, Business Development, Ultimus Fund Solutions
Mr. Terrence O. Davis
Shareholder, Greenberg Traurig
Mr. Scott Murray
Shareholder, Greenberg Traurig
Sponsors & Partners
2023 Partners
• Greenberg Traurig, LLP
• Weaver