Robert Collins and Josh Deringer introduced the nontraded closed-end fund structure. They described the legal and operational considerations when determining to structure a tender offer fund or an interval fund. They also discussed the appropriate strategies for these fund structures, the distribution channels and investor suitability considerations, and other operational considerations. Rob and Josh also discussed leverage limitations and considerations with NAV lines and other types of borrowings these funds engage in, as well as considerations in structuring credit investments by these funds.
EVENT DETAILS
Thursday, October 24, 2024
4PM to 5PM (EST) | Webcast Only
Presentation and Replay | Now Available | Scroll Down to View
** NYS CLE Credit Offered | CLE Will Not Be Offered for Replay
SPEAKERS
- Robert M. Collins, CFA, Partner, Partners Group (USA), Inc.
- Joshua B. Deringer, Partner, Faegre Drinker
- Tess Virmani, Deputy General Counsel, EVP – Head of Policy, LSTA
** For Other Jurisdictions, Attorneys Must Apply for CLE
