Summary
In two mornings of interactive training, Goodwin lawyers will discuss key concepts in private investment funds. The training will include an overview of fund structuring, economics and LPA negotiations as well as sessions covering specialist areas (funds regulation, tax and financing) and key jurisdictions (Luxembourg and the U.S.).
Sessions are designed for professionals who are new to structuring and negotiating funds, although more experienced professionals looking for a refresher on fund formation are also welcome to attend.
Please note that the sessions below will closely follow previous sessions and will therefore be familiar to attendees of previous Funds Academies.
Agenda | Goodwin Funds Academy
Tuesday, 14 October 2025
08:30 GMT | Breakfast and Registration
09:00 GMT | How to Structure a Fund
- What are the commercial and regulatory benefits of onshore and offshore structures?
- How do we accommodate the regulatory and tax preferences of managers and investors?
09:45 GMT | Key Concepts in Funds Tax
- What are the key tax factors to consider when structuring a fund?
- What are the key areas of investor negotiation in the changing tax landscape?
10:30 GMT | Break
10:45 GMT | Funds Regulation
- How much hassle is AIFMD compliance and is it worth it?
- What is permissible and prohibited when marketing to European investors?
11:15 GMT | Dealing with U.S. Investors
- What is permissible and prohibited when marketing to U.S. investors?
- What are the SEC’s key concerns and what registrations are required for European sponsors?
11:45 GMT | Secondaries and Continuation Funds
- What are the different types of secondary transaction and which one is suitable for my fund?
- Who are the key players and how does the process work?
12:15 GMT | Lunch and Networking
Thursday, 16 October 2025
08:30 GMT | Breakfast and Registration
09:00 GMT | Fund Economics, Carried Interest and Co-Investment
- How does a fund’s waterfall operate and why do different funds use different models?
- Why do managers choose different incentivisation arrangements and how does this affect executives?
09:45 GMT | How to Negotiate an LPA
- What protections will investors expect and what rights should managers prioritise?
- What are the key economic and governance provisions?
10:30 GMT | Break
10:45 GMT | Funds Financing
- Why do managers use fund facilities and should investors care?
- What are the effects on IRR and fund economics?
11:15 GMT | Establishing a Fund in Luxembourg
- Why are so many fund managers choosing Luxembourg?
- Why are there so many vehicles and which ones are useful?
11:45 GMT | A Brief introduction to…Legal AI
12:15 GMT | Lunch and Networking
If you're interested in attending, please reach out to Eliza Pevsner at epevsner@goodwinlaw.com.