Canadian Investment Managers: Doing Business in the U.S.
June 5, 2019
4:00 pm – 6:45 pm
Toronto
Thinking about raising institutional capital to expanding your reach to the United States? There are a variety of considerations that will impact how you do business south of the border so we invite you to join us as we provide an overview of U.S. regulation.
Topics
Canadian Investment Managers marketing to U.S. Investors
Registration and exemptions under the Investment Advisers Act of 1940
Delaware LLC feeder funds for offshore fund structures
Agenda
4:00 p.m. – 4:30 p.m. | Registration + Refreshments
4:30 p.m. – 5:45 p.m. | Presentation + Q&A
5:45 p.m. – 6:45 p.m. | Cocktail Reception
Featured Speakers
Paul Marino
Partner, Sadis & Goldberg LLP
Joshua Leonardi
Director, TD Securities
Leila Rafi, Moderator
Partner, McMillan LLP
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