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Private Investment Funds Tax Master Class The industry’s most complete and informative tax event for BOTH private equity funds & hedge funds May 17th- 19th, 2010 The Princeton Club of New York, New York City Both hedge funds and private equity funds are facing challenges of epic proportions on the tax front. Get prepared for upcoming changes and be in-the-know of all the latest trends and techniques Ensure absolute tax efficiency and compliance by attending the BIGGEST tax program of the season – The Private Investment Funds Tax Master Class. We’ve brought together some of the private equity and hedge fund industry’s most prominent minds to put together a truly one-of-a-kind event that will help you build an advantageous tax plan. What’s truly unique about this program? This 3-day event brings together our highly acclaimed tax programs and combines them into tracks – Choose the track that's right for you or mix and match the sessions. On day 3 join your fellow attendees for a unique spotlight on the many complex foreign tax issues that affect both types of funds. Track 1: Effective Hedge Fund Tax Practices   See Track Topics Tax & Regulatory Update – A comprehensive look at the latest changes affecting hedge funds Current Trends in Structuring Funds for Optimum Efficiency A Practical Guide to K-1s UBTI & ECI – Common Problems with Different Results Current Tax Implications of Derivatives Complex Taxation of Hedge Fund of Funds Tax Considerations for Distressed Debt Transactions Estate Planning for Hedge Fund Managers and Hedge Fund Investors Maximizing Returns with Efficient Tax Practices in Today’s Environment Handling ERISA Issues FIN 48 Update – Considerations for Proper Implementation Track 2: Tax Practices for Private Equity Funds   See Track Topics Updates on legislation regarding proposed carried interest and management fee considerations Healthcare tax changes and their effect on private equity funds Economic substance legislation Updates on FIN48 implementation and fair value measurement State tax issues including nexus considerations and partnership-level tax penalties Unique tax concerns when investing in distressed debt including and “loan-to-own” transactions Recent developments pertaining to NOL limitations What proposed SEC Adviser’s Act registration requirements will mean for private equity funds and private equity investors An overall look at the private equity industry going forward Tax considerations when structuring compensation for fund managers Tax implications of specific exit strategies including secondary market sales and IPOs The ramifications of increased visibility and activity of Sovereign Wealth Funds Attendees can mix and match the sessions according to their preference! 3rd Day: Foreign Tax Practices for Private Equity Funds and Hedge Funds   See Topics The Absolute Latest on the Foreign Account Tax Compliance Act (FATCA) FBAR Compliance/Requirements Avoiding Tax Traps for Investments in PFICs and CFCs – including a complex case study of the two! Tax Consideration When Making Investments in Foreign Countries – This spotlight session breaks down key structuring considerations and operational best practices for specific regions that have been developing great interest! This master class is THE BIGGEST TAX EVENT OF THE YEAR and one that you simply can’t afford to miss! Optimize your learning experience and save BIG by attending all three days!   Top Reasons to Attend Acquire up-to-the-minute developments on the ever-changing federal and state tax rules and find out how they’ll affect your fund Get some of the industry’s most renowned professionals insight on all the latest tips, tricks, techniques, and methods for complicated tax problems Travel between the private equity track and the hedge fund track and mix and match sessions – it’s like two conferences for the price of one! Network with other private equity and hedge fund tax professionals Earn up to 20.5 CPE Credits (all three days) Obtain practical examples that you can use right away to make your tax plan more efficient! Platinum Sponsor Gold Sponsor Silver Sponsor                   Bronze Sponsor          Media Partners

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