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ESG and the Sustainable Economy Handbook - Overview

Environmental, social, and governance (ESG) and the sustainable economy are concepts that often overlap and frequently intertwine. Whether viewed separately or together, they have significantly changed global investing and...more

Investments in Opportunity Zones: 2019 Seattle Investment Management Conference

OUR AGENDA - - Why you need to know about Opportunity Zones - What you need to know about Opportunity Zones after two rounds of regulations - Policy - Definitions - Mechanics - What kinds of deals are we seeing? Structuring...more

Tax Reform and Investment Management: Certain International Provisions

In addition to the very significant changes to the domestic provisions of the Internal Revenue Code (the “Code”), the Tax Cut and Jobs Act (the “Act”) made very significant changes to the taxation of foreign income of U.S....more

Tax Reform and Investment Management: Initial Observations

On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act (the “Act”). While the Act will impact many types of taxpayers, some of the more significant changes are relevant to private funds, investment advisers,...more

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