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Instead of trying to be everything to everybody, we’ve made a name for ourselves by delivering what our clients need most: in-depth, hands-on legal counsel throughout the financial services sector — and beyond.

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Offices

  • New York

    • 919 Third Avenue
    • New York, NY 10022
    • United States of America
      • +1 212.756.2000 Phone
      • +1 212.593.5955 Fax
  • Washington, DC

    • 901 Fifteenth Street, NW, Suite 800
    • Washington, DC 20005
    • United States of America
      • +1 202.729.7470 Phone
      • +1 202.730.4520 Fax
  • London

    • One Eagle Place
    • London SW1Y 6AF
    • United Kingdom
      • +44 (0) 20 7081 8000 Phone
      • +44 (0) 20 7081 8010 Fax

Schulte Roth & Zabel (SRZ) is hosting its 27th Annual Private Investment Funds Seminar today in New York. A pioneer in the alternative investment management industry, SRZ has advised private funds for nearly 50 years. Today’s seminar features the firm’s leading fund lawyers sharing their market knowledge on current trends and expectations for the private funds industry. In-depth panel discussions will cover regulatory developments, tax updates, permanent capital investment vehicles, cryptocurrencies and more. The event is by invitation only.

“We are pleased to gather the industry’s leading asset managers for our 27th Annual Private Investment Funds Seminar, at which we will explore the evolution of fund terms and strategies,” commented Stephanie R. Breslow, SRZ partner and co-head of the Investment Management Group. “Tax reform and new EU regulations are impacting the private funds industry, as is the greater sophistication of the SEC and the CFTC. At today’s seminar, we will discuss some of the more complex regulatory and compliance issues facing fund managers,” said Marc E. Elovitz, SRZ partner and chair of the Investment Management Regulatory & Compliance Group. “The panels will also cover the latest trends of interest to private funds, including the prospect of investing in litigation finance and digital assets, and the latest in activist investing,” added Jason S. Kaplan, SRZ partner in the Investment Management Group.

Paul N. Roth, SRZ founding partner and chair of the Investment Management Group, will provide welcoming remarks. During the main program, Ms. Breslow will sit down with guest speaker Nelson Peltz, chief executive officer and a founding partner of Trian Fund Management. SRZ is the dominant global law firm for shareholder activism, and the firm successfully represented Trian in its proxy contest securing the appointment of Mr. Peltz to the Board of Directors of Procter & Gamble, the largest company ever to be the subject of a proxy contest. During the seminar, Mr. Peltz will discuss his career and perspectives on shareholder engagement.

“We are excited to present this distinguished group of speakers. They will offer timely intelligence on the important developments impacting the private funds industry,” commented Alan S. Waldenberg, chair of SRZ’s Executive Committee.

Representing a wide range of practice areas, SRZ lawyers featured at the event include: Philippe Benedict, Stephanie R. Breslow, Brad L. Caswell, David M. Cohen, Aneliya S. Crawford, Brian T. Daly, Josh Dambacher, Harry S. Davis, Jennifer Dunn, David J. Efron, Marc E. Elovitz, David S. Griffel, William H. Gussman, Jr., Christine Harlow, Christopher Hilditch, Daniel F. Hunter, Jason S. Kaplan, David J. Karp, Eleazer Klein, Douglas I. Koff, Dan A. Kusnetz, Ian L. Levin, John J. Mahon, Anna Maleva-Otto, David K. Momborquette, Donald J. Mosher, David Nissenbaum, Daniel V. Oshinsky, Jacob Preiserowicz, Julian Rainero, Seetha Ramachandran, Kurt F. Rosell, Paul N. Roth, Phyllis A. Schwartz, Craig Stein, Michael E. Swartz, Shlomo C. Twerski, Craig S. Warkol, Thomas R. Weinberger, Holly H. Weiss, Peter H. White, Ji Hye You, Boris Ziser and Elie Zolty.

Specific topics covered at today’s seminar include: Regulatory Compliance 2018; Permanent Capital Investment Vehicles; Investing in Litigation Finance; Running a Global Investment Firm; Enforcement; CLOs, Warehouse Facilities and Risk Retention Vehicles; Tax Considerations for 2018; Cryptocurrency, Alternative Data and Blockchain; Smart Contracts; Fund Economics; Regulatory Outlook; Trends in EU Regulation; and Shareholder Activism, among others.

SRZ is the market-leading law firm in the alternative investment management industry. The firm's lawyers provide advice on both U.S. and U.K. law to a wide variety of funds and managers located in the United States, the United Kingdom, continental Europe, the Middle East, Southern Africa, Asia (Singapore, Hong Kong and Japan) and Australia. Notably, SRZ is one of only a few law firms with a regulatory and compliance practice within its private funds practice. The firm’s regulatory and compliance practice consists of leading lawyers with extensive experience, and many of whom have prior experience working at the U.S. Securities and Exchange Commission or in U.S. Attorneys’ offices.