Morgan Lewis Hedge Fund University™ and the Global Sponsor Forum – The SEC’s New Marketing Rule: Private Fund Perspectives

Please join us for a one-hour webinar where we will discuss the SEC’s recently adopted Advisers Act Marketing Rule and its impact on private fund managers.

Topics will include:

• Extension of rule to investors in private funds
• Expanded definition of “advertisement”
  • Types of private fund communications in and out of scope
• New general prohibitions
• New framework for use of performance advertising
  • Case studies, track record, and related private fund matters
• Use of testimonials and endorsements
• Considerations for referral and solicitation arrangements for private fund managers
• Related books and records requirements