Heather Wyckoff will speak on the September 21 panel “Converting Alternative Fund Structures: From 3(c)(7)s to Interval Funds and Bonus Share Classes” at 3:45 p.m.
This panel will explore the legal, regulatory, operational, and investor considerations involved in converting private alternative investment vehicles, such as 3(c)(7) funds, into interval fund structures and implementing bonus share class arrangements. Panelists will discuss key drivers behind these conversions, including expanding access to private markets, enhancing distribution opportunities, and navigating the evolving retail alternatives landscape. Attendees will gain insights into structuring considerations, valuation and liquidity challenges, disclosure requirements, tax implications, and best practices for executing a successful transition while balancing sponsor objectives and investor protections.