Find out how to get into the venture fund business. Please come with your questions, comments & scenarios.
About this Event
This is an online event. Participation is 100% online.
Participants can be located anywhere in the world!
This event is FREE to attend!
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While large amounts of pooled capital continue to be invested in startups, the legal, tax & regulatory environment continues to evolve. Many entrepreneurs & investors pool their capital into vehicles designed to invest in startups. Others form funds to manage investments by other passive investors.
Join us as we explore the complex web of legal, tax & regulatory requirements for forming & operating a fund.
Veteran Silicon Valley venture capital attorney Roger Royse will discuss the nuts & bolts of forming an angel or venture fund, including:
1) Types of investment funds designed to invest in startups
2) Typical investment fund terms
3) Various ways of structuring the distribution waterfall
4) Special tax rules applicable to fund managers (and some related tax issues on the investors side)
5) The federal & state registration requirements for fund managers
6) Securities law issues for funds
7) Special considerations for foreign investors in funds
8) CFIUS considerations for funds with foreign investors
Please come with your questions & find out how to get into the venture fund business.
About the Speaker:
Roger Royse is a partner in the Palo Alto office of Haynes & Boone, LLP & practices in the areas of corporate & securities law, domestic & international tax, mergers & acquisitions, & fund formation. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger has been an instructor or professor of legal, tax & business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law & Stanford Continuing Studies & is a frequent speaker, writer, radio guest, blogger & panelist for bar associations, CPA organizations, & business groups. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, & has a Superb rating from Avvo..
Roger is the author of Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup & has been interviewed & quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance & Fast Company.
If you have questions about the content of this presentation, you can reach Roger at: