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Alternative Private Equity Fund Structures: Leveraging Emerging Alternatives to Traditional Private Equity Investment Vehicles [Full] Event Code: 180510LU
Date 10-May-2018
Time 12:15 p.m. - 1:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Scott D. Peterman, CFA
Orrick, Herrington & Sutcliffe
Fee HKSFA Member(s) at HK$150.0/person
CFA Candidate(s) at HK$230.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 1 RBV CPD hour(s)
Remarks CFA Societies Global Passport Program Eligible 
# CFA Candidate(s) for Year 2018 only.
- Sandwiches and drinks will be provided.
- Only Visa and Master Card are accepted for online payment.
- Language: English

Event Details Add to Calendar

HKSFA is pleased to welcome Mr. Scott D. Peterman, CFA, Partner at Orrick, Herrington & Sutcliffe to present at our continuing education luncheon on the topic “Alternative Private Equity Fund Structures: Leveraging Emerging Alternatives to Traditional Private Equity Investment Vehicles”.  He will explore the following topics:

1. Pledge Funds           
         • Majority Method          
         • Minority Method  
2. The Dangerous Charm of the Segregated Portfolio Company (SPC)  
3. Delaware Series Fund vs Illinois Series Fund  
4. The Uniform Protected Series Act—vertical and horizontal liability shields. The best of            all worlds for fund structuring.  
5. Combo Funds  
6. Co-Investments  
7. Separately Managed Accounts  
About the Speaker
Mr. Scott D. Peterman, CFA    
Orrick, Herrington & Sutcliffe  
Mr. Scott Peterman focuses on representing private fund sponsors and investors in the formation of alternative investment vehicles, including pan-Asian private equity funds, venture capital funds, infrastructure and real estate funds, private REITs, hedge funds, hybrid funds, emerging manager platform funds, Hong Kong authorized funds, and emerging market ETFs. In addition, he has advised on more than 150 account arrangements, representing sovereign wealth funds, universities, seeding and first-loss capital programs, family offices and individual investors.
Scott has extensive experience representing both Chinese state-owned enterprises and private companies in a broad range of M&A transactions, leveraged buyouts, venture capital financings, as well as relevant regulatory and compliance matters. He also counsels FinTech start-ups, develops compensation and profit-sharing schemes, and assists entrepreneurs in managing their wealth.   
Scott offers clients a unique perspective with in-depth knowledge in the technology and telecommunications industries, having served for 13 years as a Silicon Valley senior executive prior to practicing law, including as Apple’s first country manager for China and Korea, director of Asia Pacific for Alcatel Data Networks and director of North American Corporate Development for Cable & Wireless.  
Scott has been consistently recognized by various prestigious legal publications such as Chambers Asia, Asia-Pacific Legal 500, IFLR1000 and Who’s Who Legal. He gains high praise from clients for his “commercial acumen” and “awareness of what the client wants.” He is known as “a very experienced practitioner” with “unparalleled” expertise in “complex economic structures”.  
Prior to joining Orrick, Scott worked at Jones Day and Sidley Austin in Hong Kong, and practiced in the United States, United Kingdom, and Japan for many years.

Rating - 
Material presented will have technical elements requiring a working knowledge of the subject to make full use of the presentation.  

CFA Societies Global Passport Program

HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-HKSFA CFA Institute societies qualify to attend this event at HKSFA member rates.  Please contact HKSFA at to register.