Houston Events for Networking and other Events in Houston
- This event has passed.
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategies
January 12 @ 9:00 pm - 10:30 pm UTC-6
This is an online event. Participation is 100% online.
Participants can be located anywhere in the world.
This event is FREE to attend!
A “YES” RSVP on our meetup site does not confirm your reservation.
In order to participate, you must register here:
Hurry! Slots are limited!
(The login link will be emailed to Eventbrite registrants right before the start of the event.)
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 discuss the complex web of legal, tax and regulatory requirements for forming and operating a fund.
Two Silicon Valley attorneys 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
3) Special tax rules applicable to fund managers (and some related tax issues on the investors side)
4) The federal and state registration requirements for fund managers;
Securities law issues for funds
5) Special considerations for foreign investors in funds
6) CFIUS considerations for funds with foreign investors
Please come with your questions and find out how to get into the venture fund business.
About the Speakers:
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, 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 and others.
Roger can be reached at:
Angela Kwok is a corporate attorney in the Palo Alto office of Haynes and Boone, LLP. She focuses her practice on corporate transactions, concentrating in the areas of VC/PE fund formation and operations, startups, venture capital financing, mergers and acquisitions and related tax matters. Angela is experienced in advising clients on fund structure and formation, and legal issues related to ongoing fund operations. She previously served as general counsel of CBC Capital, a venture capital firm, where she was responsible for managing legal matters related to four main funds in various stages with AUM of US$ 2 billion and their investment portfolios in the high-tech industry in both the P.R.C. and U.S. markets. Angela also assists startups and founders in planning of business structures, entity formations, general corporate and employee incentive matters, as well as venture capital financings and deal negotiations. Angela has managed numerous VC deals, including SAFEs, convertible notes, seed to series A-E equity rounds.
Angela is admitted in California and New York. She is the co-chair of VC Committee of APABA Silicon Valley.
Angela can be reached at:
Events in Houston for Networking, Houston Events for Young Professionals, Networking in Houston! Find What to do in Houston, Houston Meetups, List of Houston Business Groups, Directory of Houston Organizations, Other Events in Houston, and Houston Event Organizers