Form PF: Expert Guidance on Understanding and Completing this New and Onerous Form
8:40 AM – 9:55 AM
Friday, October 12
Mederic Daigneault, Michael Megaw
- A Large Adviser to Hedge Funds?
- A Large Adviser to Private Equity Funds?
- A Large Adviser?
- A Smaller Adviser?
Understanding these definitions will determine when and how often you are required to file new Form PF. This session will not only focus on these key definitions but will provide practical, step-by-step advice on how to assemble and prepare the complex data needed to complete this new form. This is a must for all private fund advisers and anyone who is interested in managing a private fund in the future.
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