The Dos and Don’ts of Investor Calls That Investment Managers Must Consider

Investor calls are a great way to provide transparency to private fund investors during these unprecedented times caused by the coronavirus pandemic. Even well-intended private fund managers, however, must be vigilant when planning and hosting those calls to avoid certain pitfalls and to protect themselves from liability. In a guest article, Troutman Sanders attorneys Genna Garver and Cot Eversole, along with Pepper Hamilton partner Julia Corelli, provide a series of “Dos” and “Don’ts” that fund managers should consider when planning and holding their investor calls. For more on communicating with investors, see our two-part series “How Are Your Peers Responding to the Most Intrusive Requests From Hedge Fund Investors?”: Part One (Mar. 17, 2016); and Part Two (Mar. 31, 2016). For additional commentary from Garver, see “SEC Proposes Expanding Permissible Performance Advertising Practices With Favorable Treatment for Private Fund Managers” (Dec. 5, 2019).

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