Raising Capital for Investment Funds: Analyzing the Current State of the Market

Beth Smigel is a partner in Tannenbaum Helpern’s Investment Management department.  Beth’s practice focuses on advising U.S. and non-U.S. domiciled investment managers with regard to various aspects of their operations, including structuring and launching their hedge funds and private equity funds, drafting and negotiating managed account agreements and service provider agreements, reviewing marketing presentations, conducting legal due diligence with respect to underlying fund investments, and advising the investment managers and their funds with regard to compliance matters arising under the Investment Advisers Act of 1940, the U.S. Securities Act of 1933, the U.S. Investment Company Act of 1940 and the Commodity Exchange Act.

Michele Itri is a partner in Tannenbaum Helpern’s Investment Management and Tax Law Practices.  Michele Itri’s practice focuses on the tax and legal aspects of investment funds, financial instruments, international transactions, corporate and real estate transactions.  She works closely with clients to structure transactions to achieve the most favorable tax results. Her practice encompasses all aspects of federal, state, local, and international taxation, with an emphasis on onshore and offshore investment funds, venture capital transactions, corporate acquisitions, financial instruments, and real estate acquisitions and dispositions.  Michele assists clients in the structuring of onshore and offshore investment funds (such as general equity funds, fund of funds, real estate funds, venture capital funds, distressed debt funds, arbitrage funds, and global macro funds) and in the structuring and organization of private partnerships and limited liability companies (primarily investment management and real estate management companies and start-ups).   She is a graduate of Harvard Law School (J.D. 1998) and Colgate University (B.A. 1995 with honors).