Session #7 Structuring Your Firm: Important Legal Considerations

(2 hours) Thursday, March 14^th, 2024

4:00pm – 4:05pm           Opening Remarks & Speaker Introduction

Speaker: Carmen Ortiz-McGhee

4:05pm – 4:50pm           Fund Formation Legal Considerations (Part I)

From the impact of securities laws on marketing, to fund and sponsor structuring, to the intricacies of fund documentation and closings, you will learn the critical components of how best to structurally set up your firm for success from one of the world’s top law firms. Topics that will be covered include:

• Fund structuring
• Fund documentation
• Marketing considerations
• The closing process

                                        Speakers:

• • •  
    • David Lenzi, Partner, Kirkland & Ellis
    • Laura Stake, Partner, Kirkland & Ellis

4:50pm – 5:00pm           Q&A

5:00pm – 5:05pm           Virtual Break (5 min)

5:05pm – 5:40pm           Fund Formation Legal Considerations (continued)

5:40pm – 5:50pm           Q&A

5:50pm – 6:00pm           Session #7 Closing Remarks                         

Speaker: Carmen Ortiz-McGhee

6:00pm                           Session #7 Ends

6:00pm – 6:30pm            Cohort Post-Session Networking (Optional)