Navigating First-Time Fund Formation

Elizabeth Dylke of Bennett Jones moderates a panel discussion on first-time fund formation. The panelists offer perspectives on the processes and challenges involved in forming a first-time investment fund and share experiences from both the sponsor and investor side of the transaction. They discuss practical advice on common ‘tips and traps’ to be aware of when launching a fund with no formal track record and share some personal accounts of their experiences in this context.
 
Speakers:

• Fred Di Blasio, Co-Founder, Longhouse Capital
• Paul Cugno, Co-Founder, Longhouse Capital
• Walt Jackson, former Portfolio Manager of credit funds, Onex Credit and Goldman Sachs & current investor and Strategic Advisor
• Jonathan McCullough, Corporate Partner, Bennett Jones
• Julia Wang, Tax Partner, Bennett Jones
• Moderator: Elizabeth Dylke, Partner, Bennett Jones