Financial Services, Hedge Funds and Investment Management Update, Tax

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Tax Update

Recently, Pepper Hamilton, Pinnacle Fund Administration and Herbert L. Jamison and Company hosted a Hedge Funds and Investment Management Update. This session covered topics such as valuation in light of FAS 157, recent SEC activity, the impact of the credit meltdown, side by side conflict management, and the effect of each of these developments on portfolio construction and management.  We recorded the presentations to create a series of podcasts.

This podcast features the presentation of Steve Bortnick, a partner with Pepper Hamilton’s Tax Group and resident of Pepper’s New York and Princeton offices. Steve’s presentation was titled “Tax Update.”

Please contact Brian Dolan at dolanb@pepperlaw.com if you would like a copy of the presentation slides.

(Running Time: 14:15)

MP3 File

Portions of this web site contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Pepper Hamilton is not a broker, dealer, investment adviser or financial planner, analyst or underwriter and does not hold itself out as such.  Information presented should not be viewed and is not a solicitation, an offer to sell or buy any security   or an offer of any investment advisory services.  No information presented on this web site is intended as or should be considered as investment or tax advice or information sufficient to direct any investment.  For such services, you should consult a qualified financial and/or tax professional.  We and the independent third parties who have contributed to this web site cannot and do not assess, verify or guarantee the adequacy, accuracy, completeness, suitability, relevance or timeliness of any information or information source presented on this web site - all information is provided solely for convenience or general informational purposes or educational purposes.  We disclaim any and all responsibility to update any information contained herein.

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