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Private Investment Forum

 
   

Spring 2012

Rebounding of the Real Estate Investment Trust (REIT) – Tax Considerations and Potential Legislation
Potential Tax Benefits of Private REITs for Hedge Funds and Private Equity Funds
Mortgage Backed Securities 2.0 - The Second Coming

Winter 2012

Proposed Update to Topic 946, Financial Services - Investment Companies
MF Global Bankruptcy to Shape Managed Futures Regulation in 2012
Investment Managers Face a Growing Myriad of Foreign and State Tax Issues
What's an Honest Hedge Fund Manager to do if “Aberrational Performance" is to be Investigated, not Celebrated?

Fall 2011

Exploiting the Upcoming M&A Market
New Proposed Regulations on Certain Derivatives in Connection With the Enactment of the Dodd-Frank Act
What Hedge Fund Management Companies Need to Know About Professional Employer Organizations
WHERE NO (Hedge Fund) MAN (ager) HAS GONE BEFORE a/k/a SEC Registration for Investment Advisers

Summer 2011

Fair Value, The Global Way
The Joint SEC and CFTC Form PF Proposal – a.k.a. the ‘They Really Expect Us to Tell Them EVERYTHING About Our Funds Via Their New Fancy Form’ Proposal
FATCA Another Acronym, Another Headache
SEC Registration – What it Means to Have Custody and How to Comply

Spring 2011

SBICs – Breaking it Down
Federal Tax Update; New Estate & Gift Tax Legislation Alert
Ponzi is Prologue What the Dodd Frank Act Means for SEC Fraud Enforcement Actions
Valuation: An Operational Risk Due Diligence Perspective

Winter 2011

Issues Relating to Private Investment Partnerships that Engage in Lending Activities
New Cash Incentives Increase Risk of Whistleblower Activity: Are You Prepared?
New Form ADV Part 2A & 2B
Spotlight on Marcum’s Breakfast @ 750 Series

Summer 2010

Carried Interests – How About That?
The Quest for More Disclosure - New Accounting Pronouncements Affecting Financial Reporting for Hedge Funds
New Financial Reforms: Long Words/Short Details
Watch Out For Currency Mismatch!

Spring 2010

Creating a National Footprint to Better Serve Our Clients
Withholding Tax on Total Return Swaps Owned by Foreign Persons – Recent IRS Director Directive and Proposed Legislation
Life Settlements: Alternative Investment in Death a New Trend?
The Securities Class Action Settlement Landscape: An Overview for Hedge Funds
The Moving Face of Valuation: Transparency, Independence and Consistency
Summer 2008

Prime Brokerage Spotlight: Partner Beth Wiener talks with Morgan Stanley Managing Director Joel Press
Business Of Trading Securities Debunked By The U.S. Tax Court
Revenue Ruling 2008-31 — Opens The Door To U.S. Real Estate for Foreign Investors
Congress Eliminates A Grand Old Tax Deferral Opportunity for Hedge Fund Managers
Spring 2008

Expanding to a 3(c)(7) Fund: A Tax-Free Transaction? Maybe Not!
Energy Hedge Funds: Short or Long-Term Minded?
Foreign Partners: Final Regulations Grant Limited Relief From Income Tax Withholding
Building An Internal Tax Department Into Your Hedge Fund
The IRS Focuses on Investment Partnership Pass-Through Deductions
Winter 2008

Managing the Risk of Complex Derivatives Documentation
Zero Tax on Long-Term Capital Gain and Dividend Income
IRS Filing Date for Foreign Account Holders is Rapidly Approaching
 
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