Structuring for Success Offshore

18 April 2018


K&L Gates
Rua Iguatemi 151, conjunto 281
Ed. Spazio Faria Lima
São Paulo SP 01451-011


We will co-host a panel discussion on successfully structuring offshore funds with AIMA, Vistra, and DMS Governance.
The program will address a variety of issues, including:

  • Investor Trends and Global Flows
  • Hedge Fund Terms and Private Equity Fund Terms
  • Raising Money in the United States
  • Adviser, Investment Company Act and CPO/CTA Exemptions
  • SEC Registration
  • ERISA - Status of DOL Fiduciary Rule
  • Institutional Investors Expectations


  • Cary J. Meer, Partner, K&L Gates
  • Marcia Rothschild, Business Development Director, Vistra
  • Christian Rogers, Vice President, Hedge Fund Coverage, Credit Suisse
  • Eduardo Pavia, Co-General Counsel / Compliance Officer, Verde Asset Management

Registration 8:30 - 9:00 a.m.
Panel 9:00 - 10:30 a.m.

Breakfast will be served.

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