How to Form an Angel or Venture Fund

San Jose CA

14 September, 2021

Description

For more info, and to RSVP, visit: www.idea-to-ipo.com While large amounts of pooled capital continue to be invested in startups, the legal, tax and regulatory environment continues to evolve. Many entrepreneurs and 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 and regulatory requirements for forming and operating a fund. Veteran Silicon Valley venture capital attorney Roger Royse will discuss the nuts and 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 and 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 and more! Please come with your questions and 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 and Boone, LLP and practices in the areas of corporate and securities law, domestic and international tax, mergers and acquisitions, and 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 and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies and is a frequent speaker, writer, radio guest, blogger and panelist for bar associations, CPA organizations, and business groups. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, and 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 and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance and Fast Company.