2025 Boston Private Funds, Regulatory & Compliance Workshop with Morgan Lewis

Agenda: 

09:00: Registration: Coffee & Networking 

09:30: Welcome Remarks 

09:35: SEC Examination & Enforcement Trends

  • Regulatory Priorities: Key focus areas impacting investment managers, based on Morgan Lewis insights.

  • Recent Enforcement Cases: What they reveal about the SEC’s evolving expectations.

  • Compliance Hotspots: Critical risks managers must address to stay aligned.

 

10:45: Coffee Break

11:15: Private Fund Documentation: Key Updates

  • Fund Terms & Investor Protections: Changes in disclosures, side letters, co-investments, and governance.

  • Operational Risks & Conflicts: Issues around fees, NAV lending, dividend recaps, and liquidity tools.

  • Continuation Funds: Market trends shaping fund formation and documentation.

 

12:00: Concluding Remarks 

12:40: Meeting Close

More Speakers to be announced soon