Nonprofit Investing 101: Private Equity, Hedge Funds, and Other Alternative Investments

Events / May 17, 2022
2:00 - 3:00 p.m. EST


Nonprofits are special. Building and protecting financial resources are important means of achieving a nonprofit’s mission, but nonprofits are subject to a wide array of tax regulations and fiduciary concerns that do not affect other investors. Nonprofits large and small seek exposure to private equity, hedge funds and other alternative investments, and all can benefit from expert advice on evaluating, negotiating and structuring such investments

Please join our Investment Funds Industry and Tax-Exempt Organizations and Charitable Giving teams for a webinar addressing the many special issues that arise in connection with nonprofit investment fund review, including the Uniform Prudent Management of Institutional Funds Act and fiduciary matters, unrelated business taxable income, excess business holdings, the use of blocker corporations and parallel funds, and the impact of these issues on investment returns.


Approved for 1.0 hours CLE credit in California, New York, Pennsylvania and Texas. Available via reciprocity in New Jersey. Credit is pending in Colorado, Florida, Georgia, Illinois, Ohio, Virginia and Washington. Other states may be available upon request.

If you have questions, please contact Lindsay Sonich at