About this episode

Gary J. Ross interviews Daniel DeWolf about warehousing investments in venture capital funds.

Host Gary J. Ross talks with Daniel DeWolf, Co-chair of the VC/EC practice at Mintz and adjunct professor at NYU School of Law, about the practice of venture capital funds warehousing investments. Among the topics Gary and Daniel cover are the reasons fund managers warehouse investments; various structures used for warehousing; disclosure considerations; conflicts of interest; valuation issues; SEC guidance on warehousing and maintaining the venture capital fund adviser exemption for ERAs; and the impact of warehousing on eligibility for the qualified small business stock (QSBS) tax exemption.

People in this episode

Host: Gary J. Ross

Guest: Daniel DeWolf

Topics covered

• venture capital
• warehousing investments
• fund management
• disclosure considerations
• conflicts of interest
• valuation issues
• tax exemption

Keywords

• venture capital
• warehousing
• fund managers
• SEC guidance
• QSBS tax exemption
• valuation
• conflicts of interest

Mentioned in this episode

Organizations: Mintz, NYU School of Law, SEC

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