Mondaq USA: Finance and Banking > Fund Management/ REITs
Ropes & Gray LLP
Asset managers located inside and outside the EU must comply with the new "point of sale" disclosure requirements that will apply when they distribute financial products, and investment services...
GuernseyFinance
The group was handed its prize during a gala ceremony at London's Grange Tower Bridge Hotel.
GuernseyFinance
Impact investing is increasingly taking hold as allocators recognise the return benefits and this presents opportunities for established international financial centres, a white paper reports.
GuernseyFinance
Guernsey-headquartered Heritage International Fund Managers (HIFM) is to offer portfolio and risk management services for alternative investment funds with its comprehensive Management Company (ManCo) solution.
GuernseyFinance
The total value of funds business in Guernsey grew by £4.5 billion (1.6%) during the second quarter of this year.
Mayer Brown
The Guidelines noted the increased usage of subscription credit facilities (Subscription Facilities) and outlined the advantages of such facilities to investors (Investors) in private equity funds.
Mayer Brown
Recent changes in the margin rules in the United States and abroad may raise issues for these solutions.
Kramer Levin Naftalis & Frankel LLP
New Public Alternative Funds - 14 September, 2017
Kramer Levin Naftalis & Frankel LLP
Liquid alternative mutual fund specialist Catalyst Funds has completed its previously announced acquisition of Exceed Defined Shield Index Fund, rebranding it as the Catalyst/Exceed Defined Shield Fund.
Kramer Levin Naftalis & Frankel LLP
Dalia Blass, who previously served as assistant chief counsel for the division, is rejoining the SEC as director of the investment management division, replacing David Grim.
Mayer Brown
Real estate, buyout, debt, secondary and other closed-end funds have often used subscription-backed credit facilities—also known as "capital call" or "capital commitment" facilities (each a "Subscription Facility")—
Mayer Brown
The strong credit performance and significant growth of subscription credit facilities (each, a "Subscription Facility") and the broader Fund Finance market continued into the first half of 2017.
Cadwalader, Wickersham & Taft LLP
The SEC Division of Corporation Finance (the "Division") granted no-action relief to Black Creek Diversified Property Fund Inc. ("Black Creek"), a Maryland-based real estate investment trust.
K&L Gates
In H&N Management Group, Inc. & Aff Cos Frozen Money Purchase Plan v. Robert M. Couch et al., No. 12847-VCMR (Del. Ch. Ct. August 1, 2017), the Court of Chancery denied defendants' motion to dismiss and ...
Grant Thornton LLP
On Aug. 11, the IRS published a revenue procedure (Rev. Proc. 2017-45) providing a set of procedures that a publicly offered REIT or a publicly offered RIC can follow to ensure that certain distributions...
Grant Thornton LLP
The IRS Office of Chief Counsel ruled in a private letter ruling (PLR 201732012) released Aug. 11 that interest received by a REIT was qualifying income for purposes of the REIT income test under Section 856(c)(3).
Ruchelman PLLC
On April 21, 2017, President Trump issued Executive Order 13789 (the "Order") with the objective of identifying and reducing tax regulatory burdens imposed by Treasury Regulations (the "Regulations").
Cadwalader, Wickersham & Taft LLP
The SEC Division of Corporation Finance granted an exemption to an exchange-traded fund ("ETF") from certain requirements under Securities Exchange Act Rule 14e-5.
Morgan Lewis
US Tax Court decision may facilitate tax-efficient investment structures for non-US investors investing in US operating partnerships, directly or through investment funds.
Shearman & Sterling LLP
The revised EU Markets in Financial Instruments package—known as MiFID II—takes effect on January 3, 2018. Some aspects of this legislation are extra-territorial.
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Shearman & Sterling LLP
The Office of the Comptroller of the Currency (OCC), which regulates national banks and, as such, is responsible for administering the Volcker Rule with respect to the largest banking entities...
Morgan Lewis
US Tax Court decision may facilitate tax-efficient investment structures for non-US investors investing in US operating partnerships, directly or through investment funds.
Cadwalader, Wickersham & Taft LLP
The SEC Division of Corporation Finance granted an exemption to an exchange-traded fund ("ETF") from certain requirements under Securities Exchange Act Rule 14e-5.
Dechert
Here's a headline for you: We don't know if a conventional CMBS securitization where risk retention bonds are retained by a B-buyer under an industry standard third party purchaser agreement...
DMS Governance Ltd
John D'Agostino was recently asked to contribute an article for the for Wells Fargo Quarterly Report.
Akin Gump Strauss Hauer & Feld LLP
•The broader application of Section 871(m) has been delayed further until January 1, 2019, and, as a result, investment funds with non-U.S. feeders or investors up the chain should generally expect...
Ruchelman PLLC
On April 21, 2017, President Trump issued Executive Order 13789 (the "Order") with the objective of identifying and reducing tax regulatory burdens imposed by Treasury Regulations (the "Regulations").
K&L Gates
In a letter to the AIMA made available to AIMA members on Monday, August 7, the FCA responded to a request from AIMA seeking interpretation and guidance on MiFID II requirements...
Morgan Lewis
The SEC continues to focus on cybersecurity as an area of concern within the investment management industry.
Foley Hoag LLP
Recently enacted SEC rules have imposed several amendments to Form ADV that advisers should be aware of, and which will apply to all Form ADVs filed after September 31, 2017.
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