Julia Corelli

Julia Corelli

Pepper Hamilton LLP

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Going the Distance: The Expanding Lifecycles of Private Equity Funds

The lifecycles of private equity (PE) funds are lengthening as managers continue to seek longer fundraising periods. This is due to a number of factors, including increases in due diligence and holding periods for investments...more

12/9/2016 - Financial Sector Fund Managers Investment Investment Funds Private Equity Private Equity Funds

Squeezed in the Middle

Fund managers are getting squeezed from all directions. Absent raising a larger fund next time, GPs cannot realistically expect to grow top line revenue. At the same time, they bear variable and often unpredictable...more

12/2/2016 - Benchmarking Fees Fund Expenses Fund Managers Investment Funds Private Equity

[Webinar] The Co-investment Climate in Private Equity - February 10th, 12:00 EST

Co-investments are an increasingly important component of capital used by private equity groups (PEGs) to fund acquisitions and represent an increasingly significant portion of this capital. This is one of the key findings of...more

1/25/2016 - Acquisitions Co-Investment Rights Continuing Legal Education Investors Private Equity Webinars

Joining Forces: The Co-investment Climate in Private Equity

Pepper Hamilton commissioned Mergermarket to interview 50 PE executives from across the United States that have co-invested with an institutional investor within the previous three years (fund sizes managed by the...more

11/12/2015 - Co-Investment Rights Fiduciary Duty Investment Investment Funds Private Equity

Crowdfunding Regulations

On October 30, 2015, the Securities and Exchange Commission (SEC) adopted final crowdfunding rules. More than two years after the publication of the proposed crowdfunding rules, the SEC approved regulations that permit...more

11/4/2015 - Blue Sky Laws Broker-Dealer Capital Raising Compliance Crowdfunding Disclosure Requirements EDGAR Federal Register Financial Institutions FINRA Initial Public Offerings Investment Investors IPO JOBS Act Regulation D Reporting Requirements Rule 506 Offerings SEC Securities Act of 1933

SEC Approves Final Rules for Regulation A+

On March 25, the U.S. Securities and Exchange Commission (SEC) adopted final rules amending Regulation A to implement the provisions of Section 401 of the Jumpstart Our Business Startups Act (JOBS Act). The new rules confirm...more

4/10/2015 - Amended Regulation Blue Sky Laws Final Rules JOBS Act Public Offerings Regulation A SEC Small Offering Exemptions

Fundraising Strategy: Open Dialogue

In crafting current fund investments, investors have negotiated with fund managers for greater transparency, more efficiency and more egalitarianism. Navigating these issues necessarily becomes the priority for any GP’s list...more

4/2/2015 - Fund Managers General Partnerships Investment Funds Limited Partnerships Private Investment Funds Transparency

Investment Management Update – Fees and Expenses [Audio]

Pepper Hamilton’s Julia D. Corelli and PEF Services’ Anne Anquillare and Mark Heil, joined Pepper’s Gregory J. Nowak for his monthly webinar which he hosts for West LegalEdcenter. This month the webinar discussed a recent...more

1/21/2015 - Fees Fund Expenses Investment Management Management Fees SEC Transaction Fees

Fees and Expenses 2014: A Benchmarking Survey with pfm

Excerpt from Question 1: Your firm is visited by the SEC or state regulator for a routine regulatory examination and you enlist a law firm or consultant to help guide you through the process. Who pays the legal or...more

1/15/2015 - Alternative Investment Funds Attorney's Fees Consultants Examination Procedures Fees Industry Examinations SEC

Top 5 Things You Should Know About Online Direct (P2P) Lending Law And Regulations — Before You Do Anything Else!

Few people following the crowdfunding space have been able to ignore the recent meteoric rise of online direct lending, often called “peer-to-peer” (P2P) lending. What started out as a simple one-to-multiple consumer lending...more

4/30/2014 - Broker-Dealer Crowdfunding FINRA Investment Adviser Investment Opportunities Lending SEC

Observation 1.3 On The Volcker Rule: What Fund Managers Need To Know About The Volcker Rule Impact On Client Bank Investors

On April 1, 2014, the final regulations implementing the “Volcker Rule” became effective. The regulations were jointly adopted on December 10, 2013 by the Board of Governors of the Federal Reserve System (FRB), the Office of...more

4/4/2014 - CFTC Federal Reserve Fund Managers Investment Funds Proprietary Trading SEC Volcker Rule

Pre-formation Investments: Thinking Ahead

Investors in private equity funds (Funds) typically invest in blind pools, under which passive investors commit to invest a designated amount of cash in a Fund over an investment period while relying solely upon the Fund’s...more

3/27/2014 - Funding Investors Private Equity Startups

How Legal Considerations Shape Succession Planning

Much has been written about the importance of succession planning as a pillar of a firm’s culture and its ability to retain talent. Much has also been written about the importance to investors about cultivating long-term...more

3/26/2014 - Succession Planning

New Manager Forum Panel III – Post-launch Matters [Audio]

Launching a new hedge fund or private equity fund can be one of the most exciting and rewarding ventures a person will ever undertake-and it can also be the most challenging, given today's competitive and demanding investing...more

3/11/2014 - Fund Managers Hedge Funds Managers Private Equity

New Manager Forum Panel II – Launch Issues [Audio]

Launching a new hedge fund or private equity fund can be one of the most exciting and rewarding ventures a person will ever undertake-and it can also be the most challenging, given today's competitive and demanding investing...more

3/11/2014 - Fund Managers Hedge Funds Managers Private Equity

New Manager Forum Panel I - Critical Pre-launch Considerations [Audio]

Launching a new hedge fund or private equity fund can be one of the most exciting and rewarding ventures a person will ever undertake-and it can also be the most challenging, given today's competitive and demanding investing...more

3/11/2014 - Fund Managers Hedge Funds Managers Private Equity

The EU’s Alternative Investment Fund Managers Directive: Marketing Impact On Non-European Fund Managers

Alternative investment fund managers based outside the European Economic Area (EEA) who wish to market their alternative investment funds (AIFs) to European investors are rightly concerned about additional restrictions and...more

9/5/2013 - AIFM AIFMD Compliance Disclosure Requirements EU Financial Conduct Authority (FCA) Fund Managers Marketing Penalties Private Placements

Relationship Between New Rule 506(c), Regulation S And AIFMD

Beyond the general aspects of the U.S. Securities and Exchange Commission (SEC)’s new JOBS Act rules previously discussed in this series of articles, issuers who rely on new Rule 506(c) for an onshore offering and Regulation...more

8/29/2013 - AIFMD EEA EU JOBS Act New Legislation Regulation D Rule 506 Offerings SEC

Private Equity Co-Investments

Interest in co-investment opportunities has increased over the years due to investor demands for lower-cost investments and the need of fund sponsors to differentiate themselves from other private equity firms. As...more

7/23/2013 - Co-Investment Rights Fundraisers Investors Private Equity Private Funds

Best Practices In Structuring Co-Investments

Originally Published in The Legal Special 2013 - A Private Equity International Supplement on April 1, 2013. Interest in co-investment rights has spiked recently as institutional and other fund investors have sought to...more

4/2/2013 - Blocker Corporations Co-Investment Rights Conflicts of Interest Investors Limited Partnership Agreements SPVs

Investment Funds Need To Be Aware: Broker-Dealer Private Placement Compliance Requirements Are Now In Effect

New FINRA Rule 5123 is now applicable and investment funds need to be cognizant of its requirements. Approved last June, Rule 5123 requires FINRA member firms (principally broker-dealers) participating in private placements...more

2/6/2013 - Broker-Dealer Compliance Filing Requirements FINRA Fundraisers Investment Funds JOBS Act Private Placements SEC

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