Fund Managers – What You Need to Know to Raise Money in the US and Canada 

 

Fund Managers – What You Need to Know to Raise Money in the US and Canada

July 16, 2020
3:00 pm - 4:45 pm (ET)

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Thinking about raising institutional capital to expand your reach in North America? There are a variety of considerations that impact how you do business in Canada and the United States.

Join us on Thursday, July 16th as we provide an overview of U.S. and Canadian regulation related to investment funds and asset management.

Topics

  • Registration requirements and exemptions
  • Distributing investment funds in the U.S. and Canada
  • The mechanics of setting up foreign feeders in the U.S. and Canada

This program qualifies for 105 minutes Substantive CPD in Ontario and 105 minutes CPD in British Columbia. 

Date:

Thursday, July 16, 2020
 

Agenda: 

3:00 pm – 4:30 pm (ET) | Panel Discussion

4:30 pm – 4:45 pm (ET) | Q&A
 

Speakers

Ron S. Geffner
Partner,
Financial Services Group
Sadis & Goldberg LLP

Leila Rafi
Partner,
Investment Funds and Asset Management
McMillan LLP

Jason Chertin
Co-Chair,
Investment Funds and Asset Management
McMillan LLP