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All Upcoming Courses > Courses by date >
September 2010
> LCF777
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Private Equity Funds Documentation
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Scott Peterman Partner, Sidley Austin
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| Date: |
13 September 2010, Monday |
| Time: |
9:30 am to 12:45 pm
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| Level: |
Standard |
| Accreditations: |
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| Fee: |
HK$ 1,800 | HK$ 1,530 - 15% off |
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| Certificate of Attendance: |
HK$30 for members who register online per course
HK$50 for non-members per course |
| Language: |
English |
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Code: |
LCF777 |
| Venue: |
Courses & Seminars Limited
22nd Floor,
100 Queen's Road Central,
Hong Kong
MAP |
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| Categories: |
Funds
Private Equity Funds
Private Equity / Venture Capital
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| | | | * | C&S is registered with CFA Institute as an Approved Provider of Continuing education programs. This program is eligible for 3 CE credit hours, as granted by CFA Institute. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
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Individual Discount Package |
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Membership Area |
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| Course Details |
Good fund documentation protects all parties involved, including the investment manager, the investment adviser, service provider and most importantly, investors. Since the financial tsunami, many funds have to undergo fund restructurings. This course will give practical guidance by way of worked examples and will discuss legal and other issues when establishing / restructuring a PE fund. |
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Key documentation to be covered include: |
- Overview of structures of PE fund: Limited Partnerships Structure v. Corporate Structure; types of strategies under most PE fund setting up now - e.g. distressed, special situations, property
- PPM / Offering Memorandum: key clauses explored
- LPA: interaction with PPM / offering documents - key clauses explored for LP
- Articles of Association / Shareholders Agreements amongst shareholders - differences from LP structure - what to watch out for?
- Co-investment Agreement
- Other documents:
- Investment Management Agreement /Investment Advisory Agreement: key terms - e.g. key man provisions, indemnities, etc.
- Subscription Documents v. Transfer Forms
- Side Letters
- Documentation Issues arising from recent financial crisis
- Exercises / examples of clauses in various agreements
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