See Credit Details Below
Overview
Why You Should Attend
The Twenty-Sixth Annual Private Equity Forum will address the prevailing issues and trends attorneys encounter when working with private equity funds and their fund portfolios. A diverse faculty of experts from law firms and investment funds will discuss a broad range of topics dominating today’s market and the most common questions brought forth by clients in the private equity industry.
This day and a half program will discuss the evolving market for private equity terms, recent litigation matters, and developments in the retailization of private equity funds. Panels will dive into the fund terms and fund financing, as well as the practical steps for coming into compliance. Panels will also discuss the prevailing ethical issues attorneys and other private funds professionals encounter when handling data or when confronted with a cybersecurity threat.
What You Will Learn
After completing this program, participants will be able to:
- Recognize the private equity fund terms that attorneys frequently encounter in today’s industry
- Gain insight into the legal ethics issues related to cybersecurity and data protection
- Better understand the structure and terms of secondaries transactions in the current market
- Extrapolate lessons from recent litigation impacting private equity funds and the firms that sponsor them
- Learn about the scope of fund finance products
- Review the breadth of SEC rulemaking applicable to the private equity industry over the last couple of years
Who Should Attend
Attorneys in securities or corporate practice, in house counsel, private equity or venture capital investors, principal investment professionals, and other professionals involved in the fundraising and financing business.
Special Feature(s): n/a
Program Level: Overview
Prerequisites: n/a
Advanced Preparation: n/a
Industries
Register
Register
Privileged Members attend this program at no cost.
Course materials will be available to attendees prior to the start of the program
Please note that the views and opinions expressed in this program represent those of individual speakers and do not necessarily reflect the views or positions of PLI.
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Credit Details
Credit Details For All Jurisdictions For This Program
| Jurisdiction | Status | Total | Credit Details |
|---|
- Apr 28, 2025
- Apr 29, 2025
9:00 AM EDT
Opening Remarks
9:15 AM EDT
Fund Finance
This panel will discuss the evolving fund finance market, including what products are offered and emerging terms and trends. After completing this session, participants will be able to:
- Better understand the scope of fund finance products
- Appreciate the advantages and challenges of various products
- Gain insight into where the fund finance market stands today
Ashley Belton Gold, Todd N. Bundrant, Corinne C. Musa
10:15 AM EDT
10:30 AM EDT
Private Equity Litigation Update
This panel will discuss a variety of recent litigation matters relevant to private equity attorneys. After completing this session, participants will be able to:
- Extrapolate lessons from recent litigation impacting private equity funds and the firms that sponsor them
- Better understand the Delaware and Cayman Islands partnership law updates
- Gain insight into recent anti-trust and HSR developments
- Assess recent anti-money laundering and related cases and the lessons therein
David R. Brenneman, David A. Harris, Robert A. Johnston, James Murrie
11:30 AM EDT
Fund Terms and Trends
This panel will address the evolving market for private equity terms, and the trends attorneys saw in 2024 and 2025. After completing this session, participants will be able to:
- Better understand the private equity fund terms that attorneys frequently encounter in today’s industry
- Identify the challenges of fundraising in the current market environment
- Recognize the current trends in fundraising
Alexander Argyris, Jennifer McGroarty, Andrea Schwartzman, Lindsey L. Wiersma
12:30 PM EDT
1:30 PM EDT
Retailization in the Private Equity Industry
This panel will address “retailization” or “democraticization” trends seen in the private equity industry. After completing this session, participants will be able to:
- Better understand this important trend in the industry
- Identify common issues and regulatory constraints on the expansion of the retail client base in private equity
- Develop strategies to keep up with this growing trend
Jeremy Berry, Sijia Cai, Matthew Goldstein, Sheena Paul, Whitney Chatterjee
2:30 PM EDT
2:45 PM EDT
SEC Regulatory Developments in the Private Equity Industry
This panel will address regulatory developments from the SEC during the last year. After completing this session, participants will be able to:
- Improve their understanding of the SEC’s Marketing Rule
- Review recent SEC enforcement actions and exam positions
- Develop best practices based on the trends identified in the SEC’s exam developments over the past year
Ashleigh Brogan, Gregory T. Larkin, James M. Leahy, Ryan Swan
3:45 PM EDT
9:00 AM EDT
Cybersecurity, Privacy and Data Protection Ethics Issues in Private Equity
This panel will discuss the legal ethical obligations regarding the protection of electronic data and communication when working with private equity firms and their portfolios. After completing this session, participants will be able to:
- Recall sources of lawyers’ ethical obligations and professional responsibilities and their application to electronic data and communication
- Implement legal ethics best practices when managing cybersecurity concerns
- Know how to avoid breaches, and what to do when one occurs
Kaylee Bankston, Annmarie Giblin, Jeffrey Gorton, Katherine Doty Hanniford, Leigh Rovzar
10:00 AM EDT
Upper Tier Terms
This panel will address how private equity firms structure their upper-tier arrangements. After completing this session, participants will be able to:
- Identify different types of retention mechanisms
- Better understand restrictive covenants
- Evaluate variability in compensation systems, including how they relate to fund waterfalls
- Examine various tax considerations relating to structuring a successful upper-tier entity
Giulianna Ruiz, Sumana Setty, Katie A. St. Peters, Lindsey L. Wiersma
11:00 AM EDT
11:15 AM EDT
GP-Led Secondaries in the Private Equity Marketplace
This panel will analyze the growing importance of GP-led secondaries and continuation funds in the private equity marketplace. After completing this session, participants will be able to:
- Better understand the structure and terms of secondaries transactions in the current market
- Implement best practices for managing conflicts of interest
- Plan ahead to facilitate GP-led secondaries down the road
Lana Castor, Corey A. Dietrich, Isabel K.R. Dische, Daniel Schuster
12:15 PM EDT
