SecLink Podcast: Women of Secondaries with Lowenstein Sandler's Marie DeFalco & Sophia Mokotoff скачать в хорошем качестве

SecLink Podcast: Women of Secondaries with Lowenstein Sandler's Marie DeFalco & Sophia Mokotoff

In the latest Women of Secondaries episode, Marie DeFalco, Partner and Co-Chair of the Investment Management group, and Sophia Mokotoff, Tax Partner at Lowenstein Sandler LLP, explore the evolving legal and regulatory landscape in secondary transactions. The discussion covers the venture capital exemption and its limitations for secondary funds, the increasing regulatory scrutiny on private fund managers, and the compliance challenges posed by the Private Funds Rule and Corporate Transparency Act. They also dive into U.S. withholding tax implications in GP-led and LP-led secondaries, outlining how tax structuring, partnership agreements, and fund transparency can impact deal timelines. Through expert insights, the episode provides fund managers with a clearer understanding of the legal complexities shaping today’s secondary market. Marie DeFalco is Co-chair of the Lowenstein Sandler’s Investment Management group, which has been selected as one of the preeminent practices in the United States for its representation of private funds. Marie represents investment management clients throughout the United States and internationally. Her clients include fund managers, particularly venture fund managers, from first-time and emerging managers to very large and well-established firms; institutional investors considering and negotiating fund investments; and fund professionals joining or separating from investment organizations. Marie particularly focuses on venture capital funds, joint ventures, and shareholder, limited partner, and limited liability company agreement and is consistently included in rankings of leading lawyers for her work in investment funds, venture capital, and fund formation. Sophia Mokotoff works closely with the firm’s clients and her corporate practitioner colleagues to ensure that their transactional tax matters are examined strategically, aligned with each client’s business objectives, and handled effectively. With a focus on solution-driven approaches, Sophia has experience representing investment funds, their portfolio companies, and other clients in the structuring and negotiation of taxable and tax-free mergers and acquisitions, divestitures, restructurings, financings, partnerships and joint ventures, and other major transactions. Her practice includes advising investment funds on the structuring, formation, and operation of funds. In addition, Sophia regularly provides tax law advice regarding tax-exempt organizations and a broad range of general corporate and partnership tax planning matters, including closely held business issues. Lowenstein Sandler is a national law firm with over 350 lawyers based in New York, Palo Alto, New Jersey, Utah, and Washington, D.C. The firm represents leaders in virtually every sector of the global economy, with particular emphasis on investment funds, life sciences, and technology. Recognized for its entrepreneurial spirit and high standard of client service, the firm is committed to the interests of its clients, colleagues, and communities. In SecLink’s Women of Secondaries podcast, Kulikova, Senior VP of LP Advisory at Toronto-based Setter Capital, speaks with the powerhouse women driving the secondary market. The podcast explores their experiences and performance in secondaries, perspectives on various market trends, and sheds light on their unique personalities—on and off the desk. The SecLink Podcast: Women of Secondaries with Kristina Kulikova, is available on SecondaryLink and Spotify! Marie DeFalco   / marie-defalco-97aa964   Sophia Mokotoff :   / sophia-mokotoff-8457446   Kristina Kulikova:   / kristina-kulikova-01685855   For more exclusive secondary news and interviews: Receive our newsletter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.secondarylink.com/?newsle... Follow us on LinkedIn - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  / secondarylink⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Follow us on X - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  / secondarylink⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Follow us on YouTube- ⁠⁠⁠⁠⁠⁠⁠⁠⁠   / @seclinkyoutube   ABOUT SECONDARYLINK SecondaryLink is the premier news and data platform for secondary markets across alternative asset classes including private equity, real estate, infrastructure, natural resources & private debt funds and shares of venture-backed companies. News Our specialist news team provides the most comprehensive coverage of the secondary market—new fundraises, deals, people moves, regulatory changes, and all other stories in secondaries. Connect with Buyers, Sellers, and Lenders Our members connect with each other and potential buyers, sellers, and lenders of over 60,000 funds and companies. Schedule a demo to learn how SecondaryLink can help you: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/seclink_demo/30m... Join SecondaryLink today: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://secondarylink.com/signup⁠⁠⁠⁠