Mondaq USA: Finance and Banking > Fund Management/ REITs
Day Pitney LLP
On April 17, the IRS issued proposed regulations that provide new guidance for investors seeking to invest in qualified opportunity funds (each, a QOF), a new investment program designed to incentivize long-term investment ...
Cadwalader, Wickersham & Taft LLP
The SEC Division of Investment Management granted no-action relief, allowing certain Puerto Rico retirement plans to participate in "bank-maintained" collective trust funds without requiring the trust to register...
Cadwalader, Wickersham & Taft LLP
The Investment Company Institute ("ICI") expressed opposition to New York State bills that would reduce the rebate of stock transfer sales tax from 100 percent to 60 percent.
Mayer Brown
Section 956 of the US Internal Revenue Code ("Section 956") has historically loomed large in the context of finance transactions because it limited the ability of US borrowers to use overseas assets
Mayer Brown
In a recent paper, "Equity Crowdfunding and Governance: Toward an Integrative Model and Research Agenda," Douglas J. Cumming, Tom Vanacker, and Shaker A. Zahra consider the governance
WilmerHale
Mutual fund sponsors should think carefully before agreeing with an SEC Staff request to delay the automatic effectiveness of a fund's annual update.
Ropes & Gray LLP
Susan M. Olson, General Counsel, Investment Company Institute Ms. Olson noted the wide range of regulatory initiatives during 2018 and so far in 2019 that will impact registered funds and their service providers and shareholders.
Foley & Lardner
On March 27th, the Supreme Court issued a 1934 Act Rule 10b-5 opinion that will have implications for sponsors of private funds and their placement agents.
Proskauer Rose LLP
The trading activities of hedge funds raise a number of complex issues under the federal securities laws.
Ropes & Gray LLP
The sale of mortgage assets between investment vehicles managed by the same adviser has come under scrutiny by the Securities and Exchange Commission ("SEC").
Reed Smith
The Ninth U.S. Circuit Court of Appeals majority opinion, reversed the grant of summary by the District Court that a loan owner ...
Ruchelman PLLC
April 15 is almost here, and while most people know this date as the filing deadline for individual tax returns, it also important to another filing requirement:
Pryor Cashman LLP
Litigation – which is expensive, diverts personnel and presents considerable reputational risk regardless of its result – can undermine an investment manager's transactions, relationships and objectives.
Ostrow Reisin Berk & Abrams
Investments in the funds can bring some impressive tax benefits.
Ostrow Reisin Berk & Abrams
The commercial real estate market has been steadily improving since the 2008 financial crisis.
Ostrow Reisin Berk & Abrams
Ratios also are an invaluable tool for your leaders' decision-making.
Cadwalader, Wickersham & Taft LLP
The Managed Funds Association (the "MFA") commented on (i) the SEC's proposed interpretation of the standard of conduct for investment advisers and (ii) related letters by the Institutional Limited Partners Association.
Mayer Brown
Private equity and other types of investment funds ("Funds") often utilize financing to more quickly access funds for investments
Mayer Brown
The first step in determining if a subscription credit facility, often called a capital call facility, is a viable option for a private equity or similar investment fund.
Mayer Brown
Private investment funds ("Funds") employ a variety of financing structures to improve liquidity and/or obtain leverage.
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Ruchelman PLLC
On August 8, 2018, the I.R.S. issued much-awaited proposed regulations under new Code §199A, which was added by the 2017 Tax Cuts and Jobs Act. The provision was initially discussed in detail in our February 2018 edition.
Intertrust
If you're a fund manager of a partnership investing in the United States, you need to prepare for new audit rules enacted by the IRS.
Ruchelman PLLC
April 15 is almost here, and while most people know this date as the filing deadline for individual tax returns, it also important to another filing requirement:
Fenwick & West LLP
Released on November 30, 2018, the foreign tax credit proposed regulations provide a comprehensive new framework for calculating the foreign tax credit in light of several changes made by the Tax Cuts
Proskauer Rose LLP
The passthrough deduction provides a maximum effective rate of 29.6%.
Stroock & Stroock & Lavan LLP
Asset managers tend to continually evaluate their capital sources and often seek to expand their investor base.
Mayer Brown
Looking forward in 2019, we are optimistic that the market for fund financing remains robust. In 2018, Mayer Brown noted a significant uptick in the number of traditional subscription credit facility
Ropes & Gray LLP
Susan M. Olson, General Counsel, Investment Company Institute Ms. Olson noted the wide range of regulatory initiatives during 2018 and so far in 2019 that will impact registered funds and their service providers and shareholders.
Ropes & Gray LLP
The sale of mortgage assets between investment vehicles managed by the same adviser has come under scrutiny by the Securities and Exchange Commission ("SEC").
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