Investment Management Update - Exit Strategies

Investment Management Update - Exit Strategies

Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Funds Services Practice Group, hosts a monthly webinar series for West LegalEdcenter.

This month, Mr. Nowak, is joined by Richard Juliano, chief operating officer at Emerald Asset Management, Inc., Frederic Way, director of asset management industry vertical of the financial institutions group of Barclays Capital, and Paul L. Porretta and Katelyn D. Winslow, attorneys in Pepper Hamilton’s Employee Benefits and Executive Compensation Group. The panelists will discuss exit strategies — understanding industry comparable and harvesting value from your asset management firm through sales, management buyouts, ESOP structures, profit-sharing plans, SARs, deferred compensation plans and other planning devices.

This podcast is a recording of their presentation.


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Episoder(110)

Employee Benefits and Executive Compensation — Preparing for 2027 — Trump Accounts

Employee Benefits and Executive Compensation — Preparing for 2027 — Trump Accounts

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Employee Benefits and Executive Compensation Preparing for 2026 – Mandatory Roth and Optional Super Catch-Up Contributions

Employee Benefits and Executive Compensation Preparing for 2026 – Mandatory Roth and Optional Super Catch-Up Contributions

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4 Des 202531min

Key Advantages of Using REITs by Funds for Foreign Investors

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Employee Benefits and Executive Compensation Preparing for 2026 – Top Five Health and Welfare Updates

Employee Benefits and Executive Compensation Preparing for 2026 – Top Five Health and Welfare Updates

Join Lydia Parker and Laura Ferguson, partners in Troutman Pepper Locke's Employee Benefits + Executive Compensation Practice, as they discuss the top five health and welfare updates from 2025 to prep...

13 Okt 202523min

Key Advantages of Using REITs by Funds for Tax-Exempt Investors

Key Advantages of Using REITs by Funds for Tax-Exempt Investors

Welcome back to "The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs." In the second episode of our three-part series, hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan explore the unique ...

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Key Advantages of Using REITs by Funds for US Individuals and GP Stakeholders

Join hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan for the inaugural episode of The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs. This episode kicks off a three-part series explorin...

12 Sep 202521min

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From Legislation to Implementation: Understanding Section 1202 Changes

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27 Aug 202522min

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