Watch our webinar on fund compliance, common compliance mistakes, and regulatory changes. The panel includes Bryan Gendron, a Partner at Frank, Rimerman + Co., and Bob Sawyer, a Partner at Foley Hoag, and Lusine Moshkounian, a Managing Director at Constellation Advisers, LLC.
In the webinar, they cover:
The most common mistakes funds make during formation
Mistakes funds make after raising capital
Trade-offs between international and U.S. investors, deals, or entities
How forgoing Exempt Reporting Advisor (ERA) for Registered Investment Advisor (RIA) status impacts compliance
Recent changes in the compliance space
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DISCLOSURE: This communication is on behalf of Carta Investor Services, Inc. (“Carta”). This communication is not to be construed as legal, financial or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.