Private Equity, Marketing

Finding Alpha in Consumer

Ropes & Gray LLP on 7/18/2025

As we move through 2025, the phrase “finding alpha” has become the mantra for private equity (PE) investors focused on the consumer sector. Confidence in the sector remains robust, but the narrative has shifted: it is no...more

Updated Marketing Rule FAQ Relieves Fund Managers From Calculating Investment-Level Net Returns

Cooley LLP on 4/4/2025

On March 19, 2025, staff from the Securities and Exchange Commission (SEC staff) updated its prior guidance regarding the requirement to show net returns of an individual investment, or subset of investments, in compliance...more

SEC Risk Alert Spells Out the Agency’s Expectations for Investment Advisers as New Marketing Rule Takes Effect

Skadden, Arps, Slate, Meagher & Flom LLP on 11/4/2022

As we noted in the October 2022 edition of our Investment Management Update, on September 19, 2022, the U.S. Securities and Exchange Commission’s (SEC’s) Division of Examinations (Examinations) issued a risk alert to inform...more

The Basics of Bridge Loans - European Leveraged Finance Client Alert Series: July 2022

White & Case LLP on 7/5/2022

Bridge loans are a key way to finance large acquisitions, but their terms are very specialized. In "The Basics of Bridge Loans", the White & Case team explains the key terms of bridge loans and discusses some challenges faced...more

Marketing Private Funds To U.S. Investors — A Practical Guide For Asia-Based Managers

Morrison & Foerster LLP on 8/28/2020

As the private equity (“PE”) and venture capital (“VC”) funds industry grows and matures in Asia, managers are increasingly looking to market interests in their funds to U.S.-based investors. However, many Asia-based managers...more

The Top Ten Regulatory and Litigation Risks for Private Funds in 2017

Proskauer - The Capital Commitment on 2/10/2017

Private investment funds and advisers are likely to face new regulatory challenges and increased litigation risks in 2017, not only because of a change in the administration, but also because many advisers have not corrected...more

SEC's Findings and Observations on OCIE's Presence Exam Initiative

Bracewell LLP on 5/26/2014

During his speech on May 6, 2014, Andrew J. Bowden, the Director of the Office of Compliance, Inspections, and Examinations (OCIE) of the Securities and Exchange Commission (SEC) provided an overview and initial observations...more

SEC’s Inspection Chief Cites Fee and Expense Deficiencies in the Private Equity Sector

Goodwin on 5/20/2014

In a May 6 speech the SEC’s Andrew Bowden said more than half of the private equity managers inspected in the last two years had either violated the law or had material weaknesses in how they handled fees and expenses. Hidden...more

"UK Provides Marketing Grace Period for Alternative Fund Managers"

Skadden, Arps, Slate, Meagher & Flom LLP on 6/25/2013

The U.K. Treasury recently published its response to its January 2013 consultation on transposing the EU Alternative Investment Fund Managers Directive (AIFMD). A revised draft version of the Alternative Investment Fund...more

Private Equity › Marketing

"My best business intelligence, in one easy email…"