• videocam Live Webinar with Live Q&A
  • calendar_month October 29, 2026 @ 1:00 PM ET/10:00 AM PT
  • signal_cellular_alt Beginner
  • card_travel Corporate Finance
  • schedule 90 minutes

Private Fund Formation Fundamentals: Structuring Venture Capital, Real Estate, Private Equity, Hedge and Credit Funds

Investment Strategies; Governance and Liquidity Considerations; Regulatory and Compliance Requirements; Market Trends

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Discount expires 10/15/26

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About the Course

Introduction

This CLE course will examine the basics of private fund formation, structuring, and deal making. Regulatory requirements, compliance issues, and market trends will be covered for various funds, including hedge, private equity, venture capital, and more.

Description

Designed for newer practitioners and those needing a high level review of the basics, this program will provide a practical examination of the mechanics of forming and operating private investment funds, including hedge, private equity, venture capital, real estate, and credit funds. Our faculty will analyze how a fund's investment strategy and investor base influence its legal structure, economic terms, governance arrangements, and liquidity model. Program time will be devoted to walking through the principal offering and governing documents, investor eligibility requirements, and the federal regulatory framework applicable to private funds and their advisers.

Listen to our authoritative panel's comparative and practice-oriented discussion of fund formation, during which attendees will learn to identify the key legal, tax, regulatory, and commercial considerations that shape a private fund throughout its life cycle.  

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Thursday, October 29, 2026

  • schedule

    1:00 PM ET/10:00 AM PT

I. Examine common private fund structures and the roles of the fund, general partner or 

II. Compare management fees, carried interest or performance compensation, expense allocations, capital contributions, distributions, and investor liquidity terms.

III. Review of key governance, conflicts of interest, opportunity allocation, related-party transactions, key person provisions, and advisory committee oversight considerations

IV. Review of the principal formation documents and regulatory considerations under:

A. The Investment Company Act

B. The Investment Advisers Act

C. The Securities Act

D. ERISA, and related filing requirements.

V. Best practices and trends to consider


The panel will review these and other key issues:

  • How do a fund's strategy and investor-base drive its legal structure and liquidity terms?
  • What roles do the fund, general partner, investment adviser, and ancillary vehicles each play?
  • In what ways do fees, carried interest, expense allocations, etc. differ across private fund types?
  • How can counsel address conflicts, opportunity allocation, key person clauses, and limited partner advisory committee oversight?
  • When do the Investment Company Act, Advisers Act, Securities Act, and ERISA apply to a fund?