Latest / The Investor With Joel Palathinkal
Robert B. Weiss: Kramer Levin
In this episode, the focus is on the critical role of legal counsel in fund formation, featuring Robert B. Weiss from Kramer Levin an expert guest discussing the "anatomy of fund documents." The conversation begins with an overview of private fund formation and essential fund characteristics. Topics include the indicative closing checklist, custodian use, LLC agreement structure, and marketing presentations for funds. The episode delves into side letters, their applications, economic terms, and most favored nation provisions. Offshore investment tax considerations and side letter expenses are…
The skinny
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