Alternative Investment

PELP Unit 3: Legal Considerations

Overview

This Unit 3 of The Private Equity Learning Pathway (PELP) is part of a 12-unit series designed to provide a comprehensive understanding of how a Private Equity fund operates. In this unit, Scott Peterman JD, PhD, Partner at law firm K&L Gates, covers the important topics of how to set up a private equity fund, the different jurisdictions, limited partnership agreements, private placement memoranda and fund marketing.

Check out the other units in the Learning Pathway:

Objective

On completion of this eCourse, you will be able to::
- Outline the key objectives of structuring a private equity fund
- Identify different organisational forms for private equity funds
- Describe common jurisdictions for setting up private equity funds
- Explain the role of limited partnership agreements and private placement memoranda
- Describe strategies for selling and marketing a private equity fund

Content Highlight

- Introduction
- Key Objectives of Private Equity Fund Structuring
- Forms of Organization for Private Equity Funds
- Common Jurisdictions for Private Equity Funds
- Private Equity Funds and Documentation
- Selling and Marketing Your Fund
- Conclusion
- Final Quiz

Who Should Attend

This course is for private equity professionals, career starters, those transitioning to private banking, and service providers like bankers, accountants, IT professionals, lawyers, and trust administrators.

Administrative Details

Code
TEPAI24004501
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Language
English
Hours
SFC:2.00, PWMA:2.00
Fees
All Member: HKD540
Chinese Securities Association of Hong Kong (HKCSA): HKD760
Non-Member: HKD1,080
Staff of Corporate Member: HKD540