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Webinars

The SEC’s New Form PF Current Reporting Rules: What You Need to Know

Morgan Lewis Global Sponsor Forum Webinar Series
Watch the presentation >>  |  View the slides >>

Thursday, May 18, 2023
12:00 PM - 01:00 PM Eastern Daylight Time
09:00 AM - 10:00 AM Pacific Daylight Time

Please join us for a one-hour webinar on the US Securities and Exchange Commission’s (SEC’s) recently adopted amendments to Form PF and the impacts on certain SEC-registered investment advisers in the private fund industry.

Topics will include:

  • An overview of the amendments to Form PF
  • Triggering events for large hedge fund advisers occurring in their advised qualifying hedge funds
  • Triggering events for all advisers to private equity funds
  • Expanded reporting for large private equity fund advisers in their annual filing of Form PF
  • What’s next?

CLE credit: CLE credit in CA, IL, NY, OH, OR, MN, PA, TX, and VA is currently pending approval. Credit in CT, FL, and NJ is pending approval (via reciprocity).