CIBC Mellon
CIBC Mellon, 1 York St Suite 500, Toronto, ON M5J 0B6, Canada

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Event Date Wed Jun 10 EDT (over 1 year ago)
Location CIBC Mellon
1 York St Suite 500, Toronto, ON M5J 0B6, Canada
Region Americas

Structuring and registering your fund can be complicated and it can be a major contributing factor to initial investment and client happiness at year-end.

This is part of our Starting an Alternative Fund series to be held throughout 2019. The topics this series will cover are the following:

• Structure and registration of the Fund Management Company – including roles, tax planning, proficiencies, capital requirements, creating a business plan, and (important!) managing expectations of investors and those starting the company
• Onshore fund structuring and tax planning – types of funds (including liquid alts) and costs
• Offshore fund structuring and tax planning – jurisdictions, why do so, advantages and disadvantages of structures, cost of going offshore; as well as how to engage service providers in various jurisdictions


2020 Speakers

Jason Chertin
Partner, McMillan LLP

Michael Friedman
Partner, McMillan LLP