Discussion on Navigating the New SEC Private Fund Adviser Rules

Year-End Business & Tax Planning

This webinar provides a unique opportunity to hear from experts and discuss the latest trends, impacts and challenges that will follow in the months ahead. On August 23, 2023, the Securities and Exchange Commission (SEC) adopted new rules and amendments to the Investment Advisers Act of 1940 with attention specifically to advisors that manage private funds. On this webinar, our guest speaker, Shelley Rosensweig, a Partner and Co-Head of Investment Management Practice in New York at the law firm Haynes and Boone, LLP, provides her insights and perspectives on the recently released Private Funds rules. She is accompanied by our colleague Tony DiPietro, Managing Director of Corporate Strategy and Client Relations, who discusses our preparations for these new regulations on behalf of Piedmont’s clients.

Speakers

Ian Asvakovith

President & CEO Piedmont Fund Services

Shelley Rosensweig

Partner | Co-Head – Investment Management Practice New York and Global Co-Head of Business Development Committee Haynes and Boone, LLP

Gaetano “Tony” DiPietro

Head of Corporate Strategy and Client Relations Piedmont Fund Services

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