How to Comply with the “Pre-existing, Substantive Relationship” Test
5 Things Every Limited Partner Must Know About Investment Funds and Syndications
Key Deadlines, Recent Developments, and Steps to Prepare for CTA Reporting
A typical setup for US funds with US investors and investments
The two most common tax classifications in investment funds and syndications
Reasons to care about tax, types of tax applicable to funds, and factors affecting tax structure
What to do before taking your investors' money.
A review of equalization payments, interest charges, and management fees
The consequence of becoming a "Defaulting Partner"
The mechanics of getting money from LPs
Common pitfalls in the investment management industry
The key players to successful fundraising and operations
