Brian Forman Email & Phone Number

BROAD RANGE OF SERVICES TO INVESTMENT MANAGERS OF PRIVATE FUNDSI have both in-house and law firm experience representing private fund managers in both the hedge fund and private equity fund space. While fund formation is my specialty, I also focus on providing regulatory and compliance advice and can assist with a variety of day-to-day legal issues that come up with private managers, including negotiation of trading documentation and other service provider arrangements.EXPERIENCED AND PRACTICAL FUND FORMATIONSOver the course of my career, I have worked on hundreds of fund formations across the spectrum of complication. From a simple standalone fund structure to standard master-feeders to large, multi-jurisdictional tax-treaty benefit structures with debt and equity components, I have significant experience. I take pride in being a practical advisor and having knowledge in all aspects of the structuring process, including tax and ERISA considerations. LIFE CYCLE SERVICE PROVIDER FOR PRIVATE FUND MANAGERSFrom your first fund formation through registration with the SEC and CFTC, to your routine regulatory examinations, investor relations issues and liquidations, I can be of assistance at any time. I look to be a trusted partner with my private fund manager clients for all of their legal needs.IN-HOUSE EXPERIENCE Through my time in-house, I learned to work closely with operations, accounting, administrative and risk teams, giving me a unique perspective on aspects of fund formation, disclosure and designing a compliance program. My experience has provided me with the ability to be a consultant on practical issues, in addition to my legal expertise.

Listed skills include Securities Regulation, Corporate Law, Corporate Governance, Private Equity, and 5 others.