Irwin M. Latner
Partner; Chair, Hedge Fund Group
New York
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Partner; Chair, Hedge Fund Group
New York
email me | v-card
| Phone: | (212) 592-1558 |
| Fax: | (212) 545-3356 |
Hedge FundsPrivate Equity
Investment Management
Mergers & Acquisitions, Joint Ventures and Strategic Alliances
Asset-Based Lending
Independent Private Equity Sponsors
Corporate
Dodd-Frank Resource Center
Brooklyn Law School, J.D., 1985 magna cum laude
Rutgers College
New YorkNew Jersey
Current Environment for Emerging Fund Managers: Operational, Compliance and Capital Raising Issues for 2013
May 21, 2013
Emerging Managers face many hurdles in seeking a successful fund launch and long-term success. The panelists will focus on what it takes to attract early stage capital, build infrastructure and develop sound operational and risk controls. Topics will include: -Current environment for seed capital investing -Development of acceleration capital platforms and relationship with cap intro services -Sound financial controls and reporting practices for fund managers -Developing institutional quality infrastructure -Current SEC and CFTC regulatory initiatives and hot button compliance areas
May 21, 2013
Emerging Managers face many hurdles in seeking a successful fund launch and long-term success. The panelists will focus on what it takes to attract early stage capital, build infrastructure and develop sound operational and risk controls. Topics will include: -Current environment for seed capital investing -Development of acceleration capital platforms and relationship with cap intro services -Sound financial controls and reporting practices for fund managers -Developing institutional quality infrastructure -Current SEC and CFTC regulatory initiatives and hot button compliance areas
Past Events:
Hedge Fund Cares: The Current State of Outsourcing
April 9, 2013
Avalon Lake Partners, Herrick & KPMG held a special session of Hedge Funds Care: Cocktails & Commentary. The event included a brief panel that provided an overview of outsourcing services available in the marketplace and the overall effect in the industry. Topics addressed: -Trend-spotting: Traditional v non-traditional services to be outsourced -The buck stops here: Investor acceptance of the outsourced model -Finding the appropriate partner: Key considerations when selecting a provider
April 9, 2013
Avalon Lake Partners, Herrick & KPMG held a special session of Hedge Funds Care: Cocktails & Commentary. The event included a brief panel that provided an overview of outsourcing services available in the marketplace and the overall effect in the industry. Topics addressed: -Trend-spotting: Traditional v non-traditional services to be outsourced -The buck stops here: Investor acceptance of the outsourced model -Finding the appropriate partner: Key considerations when selecting a provider
2013 Family Office Trends
February 21, 2013
Herrick co-hosted a seminar with Ivy Plus on 2013 Family Office Trends. This event is oriented towards persons in the Family Office industry working primarily for single family offices, ultra high net worth individuals as well as multi-family offices. Throughout the day, leading experts on the subject matter reviewed trends in family offices. This event was for people who presently run or are considering launching a Family Office.
February 21, 2013
Herrick co-hosted a seminar with Ivy Plus on 2013 Family Office Trends. This event is oriented towards persons in the Family Office industry working primarily for single family offices, ultra high net worth individuals as well as multi-family offices. Throughout the day, leading experts on the subject matter reviewed trends in family offices. This event was for people who presently run or are considering launching a Family Office.
Ivy-Plus Fund Business Development Event
December 5, 2012
Herrick hosted a fund business development review session. This event was oriented towards persons with Hedge funds or in Private Equity that are looking to raise capital and improve their business development process. We spent four hours reviewing documentation, approach, regulation, etc. This event was for people who presently run or are considering launching a Hedge Fund, Private Equity Fund or Real Estate Fund.
December 5, 2012
Herrick hosted a fund business development review session. This event was oriented towards persons with Hedge funds or in Private Equity that are looking to raise capital and improve their business development process. We spent four hours reviewing documentation, approach, regulation, etc. This event was for people who presently run or are considering launching a Hedge Fund, Private Equity Fund or Real Estate Fund.
HBS: National Pastime: How the NFL Became the best sports league in America
RESCHEDULED- DATE TBA
To gain answers and insights into the issues affecting the NFL, HBSCNY will host Jeffrey Pash on November 1 at Herrick. This exclusive event promises to cover a wide range of topics impacting the premier sport in the country. The event will go from 6:30PM-8PM.
RESCHEDULED- DATE TBA
To gain answers and insights into the issues affecting the NFL, HBSCNY will host Jeffrey Pash on November 1 at Herrick. This exclusive event promises to cover a wide range of topics impacting the premier sport in the country. The event will go from 6:30PM-8PM.
Enhancing Capital Raising Ability: Implementing Best Practices in Operational Risk Management
July 31, 2012 -- Herrick, Feinstein LLP
Herrick, Feinstein LLP and O’Connor Davies, LLP hosted a seminar on Enhancing Capital Raising Ability: Implementing Best Practices in Operational Risk Management. The panel explored enhancing your capital raising ability by managing and translating risk disclosures in your PPM into day-to-day operations.
July 31, 2012 -- Herrick, Feinstein LLP
Herrick, Feinstein LLP and O’Connor Davies, LLP hosted a seminar on Enhancing Capital Raising Ability: Implementing Best Practices in Operational Risk Management. The panel explored enhancing your capital raising ability by managing and translating risk disclosures in your PPM into day-to-day operations.
State of the U.S. Residential Mortgage Market
July 12, 2012 -- Herrick, Feinstein LLP
Herrick, Feinstein LLP, and Cerberus Capital Management, LP hosted a private event addressing the state of the residential mortgage market and current opportunities. Attendees gained insights into prevailing economic and market issues affecting the mortgage investment landscape.
July 12, 2012 -- Herrick, Feinstein LLP
Herrick, Feinstein LLP, and Cerberus Capital Management, LP hosted a private event addressing the state of the residential mortgage market and current opportunities. Attendees gained insights into prevailing economic and market issues affecting the mortgage investment landscape.
Hedge Fund Association Emerging Manager Perspectives Symposium
April 26, 2012 -- Herrick, Feinstein LLP
There was an informative panel of experienced investors, incubators, and marketers who will discuss what is required for success. These experts offered their perspectives on building an operational and risk management infrastructure, effective marketing and investor relations strategies, dealing with seed and early stage investors, due diligence expectations, and more.
April 26, 2012 -- Herrick, Feinstein LLP
There was an informative panel of experienced investors, incubators, and marketers who will discuss what is required for success. These experts offered their perspectives on building an operational and risk management infrastructure, effective marketing and investor relations strategies, dealing with seed and early stage investors, due diligence expectations, and more.
Family Office Outlook 2012 Agenda
April 19, 2012 -- Herrick, Feinstein LLP
On Thursday April 19th Herrick and Ivy Plus hosted a seminar on Trends in Family Offices. This event was oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices.
April 19, 2012 -- Herrick, Feinstein LLP
On Thursday April 19th Herrick and Ivy Plus hosted a seminar on Trends in Family Offices. This event was oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices.
Herrick, Feinstein LLP and Cortland Fund Services in association with Hedge Connection Inc. Networking Event
March 27, 2012 -- Herrick, Feinstein LLP
Funds presented, pitched, and built relationships with a group of investors including Family Offices, Fund of Funds Advisors, Consultants, High Net Worth Investors, and Wealth Managers.
March 27, 2012 -- Herrick, Feinstein LLP
Funds presented, pitched, and built relationships with a group of investors including Family Offices, Fund of Funds Advisors, Consultants, High Net Worth Investors, and Wealth Managers.
BTIG Event
January 31, 2012 -- Herrick, Feinstein LLP
Launching a fund has many challenges. In order to gain some credibility and critical mass, what choices are available to managers looking for Strategic Capital? Would it be more advantageous, easier and ultimately more lucrative to join a platform? Is Seed Capital appropriate? Does it empower a manager or just create a future burden which can affect long term performance. What are the Managed Account Options?
January 31, 2012 -- Herrick, Feinstein LLP
Launching a fund has many challenges. In order to gain some credibility and critical mass, what choices are available to managers looking for Strategic Capital? Would it be more advantageous, easier and ultimately more lucrative to join a platform? Is Seed Capital appropriate? Does it empower a manager or just create a future burden which can affect long term performance. What are the Managed Account Options?
Hedge Connection's Meet the Manager
December 13, 2011 -- Herrick, Feinstein LLP
Herrick, Feinstein LLP in association with Stonegate Capital Partners and Garwood Global Prime Services hosted Hedge Connection’s Meet the Manager, an afternoon of investor networking. A select group of managers presented, pitched, and built relationships with a group of qualified investors, including Family Offices, Fund of Funds, Advisors, Consultants and Wealth Managers.
December 13, 2011 -- Herrick, Feinstein LLP
Herrick, Feinstein LLP in association with Stonegate Capital Partners and Garwood Global Prime Services hosted Hedge Connection’s Meet the Manager, an afternoon of investor networking. A select group of managers presented, pitched, and built relationships with a group of qualified investors, including Family Offices, Fund of Funds, Advisors, Consultants and Wealth Managers.
The Fifth Annual Capital Markets Symposium;
The Dodd-Frank Act: The One Year Retrospective
September 22, 2011 -- Herrick, Feinstein LLP
A distinguished panel of financial and legal experts, including representatives of JPMorgan Securities, FTI Consulting, The Deal LLC, and Herrick, Feinstein LLP, assessed the current regulatory initiatives underway to implement the mandates of the Dodd-Frank Act.
September 22, 2011 -- Herrick, Feinstein LLP
A distinguished panel of financial and legal experts, including representatives of JPMorgan Securities, FTI Consulting, The Deal LLC, and Herrick, Feinstein LLP, assessed the current regulatory initiatives underway to implement the mandates of the Dodd-Frank Act.
Industry Perspectives: Entering the New Hedge Fund Era
July 27, 2011 -- Herrick, Feinstein LLP, Linedata, Abacus Group and ISIS Fund Services
As both private and institutional investors kick the proverbial tires at hedge funds, being investor-ready is more important than ever. The checklist of attributes a hedge fund must have, such as a chief risk officer, appropriate operational infrastructure and risk management, and a demonstrable investment process, comes at a cost of both time and money. Our panel of experts explored what is paramount for your checklist and how you can achieve the right balance in order and meet investor and regulatory demands, while remaining focused on delivering investment results.
July 27, 2011 -- Herrick, Feinstein LLP, Linedata, Abacus Group and ISIS Fund Services
As both private and institutional investors kick the proverbial tires at hedge funds, being investor-ready is more important than ever. The checklist of attributes a hedge fund must have, such as a chief risk officer, appropriate operational infrastructure and risk management, and a demonstrable investment process, comes at a cost of both time and money. Our panel of experts explored what is paramount for your checklist and how you can achieve the right balance in order and meet investor and regulatory demands, while remaining focused on delivering investment results.
Trends in Family Offices
May 24, 2011 -- IVY Plus
Herrick hosted an IVY Plus seminar on trends in family offices.
May 24, 2011 -- IVY Plus
Herrick hosted an IVY Plus seminar on trends in family offices.
Finding Effective Ways to Market Your Fund
April 6, 2011 -- Herrick, Feinstein LLP and BTIG
Our panel of professionals in the hedge fund world discussed how to effectively raise the profile of funds and how to understand and comply with the legal restrictions on fund marketing.
April 6, 2011 -- Herrick, Feinstein LLP and BTIG
Our panel of professionals in the hedge fund world discussed how to effectively raise the profile of funds and how to understand and comply with the legal restrictions on fund marketing.
Trends in Pensions and Endowments
March 30, 2011 -- IVY Plus
Herrick hosted an IVY Plus seminar entitled “Trends in Pensions and Endowments."
March 30, 2011 -- IVY Plus
Herrick hosted an IVY Plus seminar entitled “Trends in Pensions and Endowments."
How to Launch a Hedge Fund Conference
March 10, 2011 -- Herrick, Feinstein LLP, Concept Capital Holdings, LLC, EisnerAmper LLP and Admiral Administration
This conference proved to be a valuable resource for industry professionals to discuss "How to Launch a Hedge Fund" in the current environment. We discussed an array of important topics including fund formation, regulatory, audit and tax, fund administration, prime brokerage and capital raising.
March 10, 2011 -- Herrick, Feinstein LLP, Concept Capital Holdings, LLC, EisnerAmper LLP and Admiral Administration
This conference proved to be a valuable resource for industry professionals to discuss "How to Launch a Hedge Fund" in the current environment. We discussed an array of important topics including fund formation, regulatory, audit and tax, fund administration, prime brokerage and capital raising.
Capital Raising Environment for Emerging Managers
January 11, 2011 -- Herrick, Feinstein LLP and BTIG
We hosted a panel discussion that highlighted current trends and perspectives on capital raising for startup and emerging hedge fund managers, including current views of investors on best practices for structuring, compliance and marketing techniques to help maximize capital raising during this critical period of their lifecycle.
January 11, 2011 -- Herrick, Feinstein LLP and BTIG
We hosted a panel discussion that highlighted current trends and perspectives on capital raising for startup and emerging hedge fund managers, including current views of investors on best practices for structuring, compliance and marketing techniques to help maximize capital raising during this critical period of their lifecycle.
Fourth Annual Capital Markets Symposium: A Briefing on the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010
September 16, 2010 -- Herrick, Feinstein LLP
A briefing on the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 featured speakers Scott Shay of Signature Bank, Matthew Musselman of JPMorgan Chase and Jeff Klein of Kensington Capital Advisors.
September 16, 2010 -- Herrick, Feinstein LLP
A briefing on the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 featured speakers Scott Shay of Signature Bank, Matthew Musselman of JPMorgan Chase and Jeff Klein of Kensington Capital Advisors.
Financial Regulatory Overhaul Fund Compliance Workshop
July 27, 2010 -- IVY Plus
Herrick hosted an IVY Plus review session which focused on fund compliance with the passage of the Financial Regulatory Overhaul bill.
July 27, 2010 -- IVY Plus
Herrick hosted an IVY Plus review session which focused on fund compliance with the passage of the Financial Regulatory Overhaul bill.
Trends in Family Offices
July 13, 2010 -- IVY Plus
Herrick hosted an IVY Plus seminar on trends in family offices.
July 13, 2010 -- IVY Plus
Herrick hosted an IVY Plus seminar on trends in family offices.
Hedge Fund Formation 101
May 26, 2010 -- Infovest
Irwin Latner spoke at an infovest seminar entitled "Hedge Fund Formation 101" at the Cornell Club.
May 26, 2010 -- Infovest
Irwin Latner spoke at an infovest seminar entitled "Hedge Fund Formation 101" at the Cornell Club.
Tips for Successfully Launching a Hedge Fund
May 25, 2010 -- Herrick, Feinstein LLP, Eze Castle Integration, Gemini Fund Services, LLC and Merlin Securities
There are several key criteria firms should consider when launching a fund - everything from real estate and operational infrastructure to regulations, administration, and technology. This event was designed to ensure that your hedge fund starts out on the right foot.
May 25, 2010 -- Herrick, Feinstein LLP, Eze Castle Integration, Gemini Fund Services, LLC and Merlin Securities
There are several key criteria firms should consider when launching a fund - everything from real estate and operational infrastructure to regulations, administration, and technology. This event was designed to ensure that your hedge fund starts out on the right foot.
Fund Manager Capital Raise and Compliance
March 23, 2010 -- Herrick, Feinstein LLP and IVY Plus
Herrick, in conjunction with IVY Plus, hosted a marketing training and "cram" session for startup and emerging funds.
March 23, 2010 -- Herrick, Feinstein LLP and IVY Plus
Herrick, in conjunction with IVY Plus, hosted a marketing training and "cram" session for startup and emerging funds.
Emerging Manager Symposium & Cocktail Reception
January 21, 2010 -- Herrick, Feinstein LLP and Concept Capital
Discussed current topics with industry professionals and networked with peers.
January 21, 2010 -- Herrick, Feinstein LLP and Concept Capital
Discussed current topics with industry professionals and networked with peers.
Operational, Regulatory, and Economic Challenges Facing Hedge Funds in 2010
December 1, 2009 -- Herrick, Feinstein LLP, Celadon Financial Group LLC and Eze Castle Integration
New forces are challenging the hedge fund industry and driving managers to rethink their operational and business practices, in addition to adapting to the fast paced global economic environment. Public opinion, regulation, competitive threats, transparency and world economies are challenging hedge fund managers daily. How does today’s fund prepare itself for what lies ahead in 2010? Our panel of experts helped attendees prepare through a discussion of the operational, regulatory and economic factors affecting the hedge fund industry and the steps funds can take to identify new areas of risk management and better position themselves to succeed.
December 1, 2009 -- Herrick, Feinstein LLP, Celadon Financial Group LLC and Eze Castle Integration
New forces are challenging the hedge fund industry and driving managers to rethink their operational and business practices, in addition to adapting to the fast paced global economic environment. Public opinion, regulation, competitive threats, transparency and world economies are challenging hedge fund managers daily. How does today’s fund prepare itself for what lies ahead in 2010? Our panel of experts helped attendees prepare through a discussion of the operational, regulatory and economic factors affecting the hedge fund industry and the steps funds can take to identify new areas of risk management and better position themselves to succeed.
Valuation and Legal Issues of Distressed Assets
September 30, 2009 -- Herrick, Feinstein LLP and Kinetic Partners
Herrick co-sponsored Kinetic Partners' sixth quarterly operational risk breakfast club discussion on the Valuation and Legal Issues of Distressed Assets.
September 30, 2009 -- Herrick, Feinstein LLP and Kinetic Partners
Herrick co-sponsored Kinetic Partners' sixth quarterly operational risk breakfast club discussion on the Valuation and Legal Issues of Distressed Assets.
Current Environment and Operating Issues for Asset Backed Lending Funds
May 14, 2009 -- Herrick, Feinstein LLP and McGladrey Pullen LLP
Our panel of experts discussed current issues in the asset backed lending arena and gave strategic insights into industry trends and anticipated new investment opportunities for asset backed lending funds.
May 14, 2009 -- Herrick, Feinstein LLP and McGladrey Pullen LLP
Our panel of experts discussed current issues in the asset backed lending arena and gave strategic insights into industry trends and anticipated new investment opportunities for asset backed lending funds.
The Perils of Investment Management in Perilous Times
February 10, 2009 -- Herrick, Feinstein LLP
A distinguished panel of litigators and regulatory lawyers explored the ramifications of the current crisis in the financial markets for hedge fund managers and other investment fiduciaries.
February 10, 2009 -- Herrick, Feinstein LLP
A distinguished panel of litigators and regulatory lawyers explored the ramifications of the current crisis in the financial markets for hedge fund managers and other investment fiduciaries.
Assessing Operational Risk in Hedge Funds
March 18, 2008 -- Moody's Investors Service and Herbert L. Jamison & Co.
Irwin Latner spoke at this breakfast seminar at the Harvard Club.
March 18, 2008 -- Moody's Investors Service and Herbert L. Jamison & Co.
Irwin Latner spoke at this breakfast seminar at the Harvard Club.
Launching a Hedge Fund
February 7, 2008 -- Herrick, Feinstein LLP and HedgeCap
Herrick co-sponsored, with HedgeCap, a conference entitled "Launching a Hedge Fund," held at the Princeton Club.
February 7, 2008 -- Herrick, Feinstein LLP and HedgeCap
Herrick co-sponsored, with HedgeCap, a conference entitled "Launching a Hedge Fund," held at the Princeton Club.
Hedge Fund Regulation and Compliance Conference
June 21, 2007 -- Financial Research Associates
Irwin Latner spoke on this panel which addressed hedge fund registration versus de-registration: implications, complications and requirements.
June 21, 2007 -- Financial Research Associates
Irwin Latner spoke on this panel which addressed hedge fund registration versus de-registration: implications, complications and requirements.
Indemnification Breakfast Seminar
May 10, 2007 -- Herrick, Feinstein LLP, Jamison Group, and Sloan Securities
Herrick co-hosted a breakfast seminar with Jamison Group and Sloan Securities on hedge fund indemnification agreements. Panelists included Dan Etna, Irwin Latner and representatives from Jamison Group and AIG.
May 10, 2007 -- Herrick, Feinstein LLP, Jamison Group, and Sloan Securities
Herrick co-hosted a breakfast seminar with Jamison Group and Sloan Securities on hedge fund indemnification agreements. Panelists included Dan Etna, Irwin Latner and representatives from Jamison Group and AIG.
Life Insurance Premium Financing
March 15, 2007 -- Herrick, Feinstein LLP
Herrick sponsored a breakfast seminar on Life Insurance Premium Financing and Life Settlement Market Discussion of Current Issues and Developments. Elliott Kroll spoke and Irwin Latner moderated this event.
March 15, 2007 -- Herrick, Feinstein LLP
Herrick sponsored a breakfast seminar on Life Insurance Premium Financing and Life Settlement Market Discussion of Current Issues and Developments. Elliott Kroll spoke and Irwin Latner moderated this event.
Strategic Considerations for Building a Hedge Fund Infrastructure
January 31, 2007 -- Herrick, Feinstein LLP and Infovest 21
Irwin Latner spoke at this seminar co-sponsored by Herrick and held at the Princeton Club.
January 31, 2007 -- Herrick, Feinstein LLP and Infovest 21
Irwin Latner spoke at this seminar co-sponsored by Herrick and held at the Princeton Club.
Hedge Fund Regulation and Compliance Forum
November 29-30, 2006
Irwin Latner and a representative from the SEC spoke at a morning panel on Hot Topics in Hedge Fund Regulation and Compliance.
November 29-30, 2006
Irwin Latner and a representative from the SEC spoke at a morning panel on Hot Topics in Hedge Fund Regulation and Compliance.
Getting An Edge: Employee Benefits from Healthcare to Retirement Planning
November 14, 2006 -- Herrick, Feinstein LLP, Infovest and The Jamison Group
Irwin Latner and Fred Green spoke on employee benefits for hedge funds at this event co-sponsored by Herrick, Feinstein.
November 14, 2006 -- Herrick, Feinstein LLP, Infovest and The Jamison Group
Irwin Latner and Fred Green spoke on employee benefits for hedge funds at this event co-sponsored by Herrick, Feinstein.
Hedge Fund Operational Due Diligence Seminar
October 25, 2006
Irwin Latner was a panelist at this seminar.
October 25, 2006
Irwin Latner was a panelist at this seminar.
Life Insurance Premium Financing: A Discussion of Current Issues and Developments
July 27, 2006 -- Herrick, Feinstein LLP
Herrick hosted a seminar on current issues and developments in the life insurance premium financing area in Greenwich, CT.
July 27, 2006 -- Herrick, Feinstein LLP
Herrick hosted a seminar on current issues and developments in the life insurance premium financing area in Greenwich, CT.
Life Insurance Premium Financing: A Discussion of Current Issues and Developments
May 10, 2006 -- Herrick, Feinstein LLP
Herrick hosted a seminar on current issues and developments in the life insurance premium financing area at the Princeton Club of New York.
May 10, 2006 -- Herrick, Feinstein LLP
Herrick hosted a seminar on current issues and developments in the life insurance premium financing area at the Princeton Club of New York.
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