Insights & News

Stradley Ronon Attorneys Present Webinar on Evolving Offering Documents and Side Letter Responses

January 24, 2017
Firm News

PHILADELPHIA – Stradley Ronon Partners Ranan Z. Well and Roger Wise, and Counsel Peter Tsirigotis presented the webinar, “Evolving Offering Documents and Side Letter Responses,” to several major endowments. The discussion covered changes of disclosure documents, recent hedge fund and private equity fund enforcement actions, current examples of private offering document provisions, tax issues, due diligence and the use of side letters in connection with hedge fund and private equity fund investments.

Well has significant experience in investment management transactions and works closely with Stradley Ronon’s investment management group in connection with negotiating side letters on behalf of investors seeking to invest in private investments funds; advising sponsors in the formation of private investment funds; mutual fund adoptions and mergers of registered investment companies; and purchasing and selling registered investment advisers. In addition, Well works with clients on a range of corporate and financing matters, and represents public and private clients in mergers and acquisitions, joint ventures, investments and debt financings.

Wise counsels clients on tax issues affecting the investment management and financial services industries. His experience includes structuring open-end and closed-end mutual funds, hedge funds, real estate funds (including REITs) and private equity funds, insurance products and financial transactions. Wise advises clients on qualification issues for registered investment companies (RICs) and on the tax consequences of swaps and other derivative instruments, information reporting requirements and penalties, and in-kind redemptions by ETFs.

Tsirigotis co-chairs Stradley Ronon’s private investment funds practice group. He provides legal advice to financial institutions, asset managers and investment advisers to help them develop and maintain financial products while navigating the regulatory landscape. He brings to each client representation a unique perspective on the financial services industry, having served in several senior-level legal, compliance, operations and risk roles, including as regulator, inside counsel, outside counsel, chief compliance officer and chief operating officer.

About Stradley Ronon
Counseling clients since 1926, Stradley Ronon has helped private and public companies – from small businesses to Fortune 500 corporations – achieve their goals by providing pragmatic, value-driven legal counsel. With offices in eight strategic locations, our responsive team of more than 200 attorneys seamlessly addresses the full spectrum of our clients’ needs, ranging from sophisticated corporate transactions to complex commercial litigation.

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