Investing in Interval Funds
| Monday, June 01, 2026 |
| 04:00 PM - 05:00 PM Eastern Daylight Time |
| 03:00 PM - 04:00 PM Central Daylight Time |
| 01:00 PM - 02:00 PM Pacific Daylight Time |
Join us for a practical discussion on the key legal, regulatory, and operational considerations shaping investments in interval funds and BDCs. Our panel will explore fund structuring considerations for private fund investments, valuation challenges, credit facilities, key Investment Company Act issues—including Sections 17 and 12(d)—and tax considerations.
The program will also address current SEC disclosure and examination focus areas, best practices for marketing interval funds, and practical guidance for board reporting on co-investments, including common pitfalls and lessons learned from recent market experience.
The session will be held virtually.
CLE Credit
CLE credit in CA, FL, IL, MN, NY*, OH, OR, PA, TX, and VA is currently pending approval.
Credit in CT and NJ is pending approval via reciprocity. CLE credit is not available for the viewing of recorded sessions.
*This program qualifies for Newly Admitted Attorneys.
Those seeking CLE credit in any other state may be provided with a General Certificate of Attendance and may apply independently.
CLE QUESTIONS?
Please contact CLECreditRequest@morganlewis.com.