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Bar Association of San Francisco Events Calendar

The Solo and Small Firm Section of the Barristers Club presents
Fund Formation: Structuring Funds & the Fundraising Process

December 5, 2019: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, This is a brown bag luncheon.
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Untitled 1

Speakers
Angela Kwok
Royce Law Firm

William Newsom
Cooley LLP

Julia Van de Walle
Cooley LLP

Moderator
Teela C. Smith
Smith Shapourian Mignano PC

Topics
• Advise clients on how to structure new funds
• Help PE/VC firms negotiate the terms on which investors contribute their money
• Act for the private fund when it buys and sells its investments
• Assist clients throughout the fund-raising process. This includes the preparation of offering materials, the preparation of partnership agreements, advising on and documenting management and compensation arrangements, and closing fund formation transactions
• Draft the numerous organizational documents necessary to form an investment fund, including a private placement memorandum, a limited partnership agreement (if the fund is a limited partnership) or an operating agreement (if the fund is a limited liability company), and investor subscription agreements
• Conduct diligence and negotiate contracts
• Inform and advise clients on the constantly changing regulatory and compliance issues arising under US and international securities, tax and ERISA laws
• Provide day-to-day advice with respect to issues such as performance and advertising, and brokerage and portfolio trading practices

Section Co-Chairs: Courtney Brown, Law Offices of Mary Catherine Wiederhold & Becca Furman, Lewis & Llewellyn LLP

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Location

BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111
Directions

Schedule

MCLE Registration: 11:30a.m.-12:00p.m.
Program: 12:00-1:15p.m.

Cost

BASF Student MemberComplimentary
Section Member$30.00
BASF Member$40.00
Government$40.00
Nonprofit$40.00
Non-Member$55.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: B191479

Questions about our seminars and the registration process?

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Fax or Mail your registration: Registration Form ( PDF)

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