Firm News
Schulte Roth & Zabel Presents the 26th Annual Private Investment Funds Seminar
January 17, 2017
Schulte Roth & Zabel (SRZ) is hosting its 26th Annual Private Investment Funds Seminar today in New York. A pioneer in the alternative investment management industry, SRZ has advised private funds for nearly 50 years. Today's seminar features the firm's leading fund lawyers sharing their market knowledge on current trends and expectations for the private funds industry. In-depth panel discussions will cover attracting and retaining capital, regulatory developments, tax updates and trading compliance, among other topics. The event is by invitation only.
"We are proud to present our 26th Annual Private Investment Funds Seminar, bringing together leading minds in the asset management industry," commented Stephanie R. Breslow, co-head of the Investment Management Group. "The interesting political environment has raised many questions concerning the outlook for asset managers. At today's seminar, we will address those pressing issues and some of what we can expect to see in the year ahead," said Marc E. Elovitz, chair of the Investment Management Regulatory & Compliance Group.
Paul N. Roth, SRZ founding partner and chair of the Investment Management Group, will provide welcoming remarks. SRZ investment management partners David Nissenbaum and Joseph A. Smith will discuss industry trends with guest speakers Lucas Detor, managing principal and member of the executive team and investment committee for CarVal Investors, and Valerie J. Sill, president and CEO of DuPont Capital Management where she also serves as its chief investment officer.
"We are pleased to present this dynamic group of speakers. Their vast knowledge and expertise will make for thought-provoking discussions at today's seminar," commented Alan S. Waldenberg, chair of SRZ's Executive Committee.
Representing a wide range of practice areas, SRZ lawyers featured at the event include: Noah D. Beck, Philippe Benedict, Barry A. Bohrer, Stephanie R. Breslow, Brad L. Caswell, Charles J. Clark, David M. Cohen, Brian T. Daly, Harry S. Davis, Jennifer Dunn, David J. Efron, Marc E. Elovitz, Nick Fagge, Kenneth S. Gerstein, David S. Griffel, Christopher Hilditch, David M. Hillman, Adam S. Hoffinger, Daniel F. Hunter, Jason S. Kaplan, Eleazer Klein, Douglas I. Koff, Ian L. Levin, Anna Maleva-Otto, Michael M. Mezzacappa, David K. Momborquette, David Nissenbaum, Daniel V. Oshinsky, Pamela Poland Chen, Jacob Preiserowicz, Julian Rainero, Seetha Ramachandran, Ronald E. Richman, Paul N. Roth, Howard Schiffman, Phyllis A. Schwartz, Joseph A. Smith, Craig Stein, Gary Stein, Michael E. Swartz, Shlomo C. Twerski, Craig S. Warkol, Holly H. Weiss, Peter H. White, Michael L. Yaeger and former Schulte lawyers Eliot L. Relles and David S. Sieradzki.
Specific topics include: Trading Compliance; Challenges Terminating Old Funds and Launching New Ones; Financing for Funds and Managers; Regulatory Focus: AML, Cybersecurity and FCPA; State of the Law and Practice: Insider Trading; Recent and Upcoming Legal Developments Affecting Employers; Designing and Launching 1940 Act Regulated Funds: A Practical Guide; Tax Considerations for 2017; Tax Outlook; Attracting and Retaining Capital; Innovative Investment Vehicles; Regulatory Outlook; ERISA Update; Credit and Hybrid Funds; Section 16 Reporting; and Industry Trends: A Manager and Investor Perspective.
SRZ represents investment funds and their managers, expertly guiding them through the creation and structuring of investment funds across every conceivable strategy. SRZ lawyers focus as much on setting up the managing entity as they do on the fund itself, assuring its successful operation over the long term. In addition, SRZ is one of only a few firms with a dedicated group of lawyers specifically focusing on regulatory and compliance matters within its private funds practice.