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Fund Managers – What You Need to Know to Raise Money in the US and Canada

Jul 16, 2020 Webinars < 1 read

July 16, 2020
3:00 pm – 4:45 pm (ET)

View the recorded webinar here.

Thinking about raising institutional capital to expand your reach in North America? There are a variety of considerations that impact how you do business in Canada and the United States.

Join us on Thursday, July 16th as we provide an overview of U.S. and Canadian regulation related to investment funds and asset management.


  • Registration requirements and exemptions
  • Distributing investment funds in the U.S. and Canada
  • The mechanics of setting up foreign feeders in the U.S. and Canada

This program qualifies for 105 minutes Substantive CPD in Ontario and 105 minutes CPD in British Columbia.

Date: Thursday, July 16, 2020

3:00 pm – 4:30 pm (ET) | Panel Discussion
4:30 pm – 4:45 pm (ET) | Q&A


Ron S. Geffner
Financial Services Group
Sadis & Goldberg LLP

Leila Rafi
Investment Funds and Asset Management
McMillan LLP

Jason Chertin
Investment Funds and Asset Management
McMillan LLP

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