Podcast Overview
<p>FundOpsHQ features conversations with fund operations professionals including CFOs, controllers, fund accountants, and service providers across the investment management industry.</p><p></p><p>Episodes address the operational aspects of managing investment funds: reporting processes, audit preparation, technology decisions, compliance considerations, and the day-to-day challenges of fund administration.</p><p></p><p>Guests share practical insights from their direct experience working with hedge funds, private equity, venture capital, private credit, real estate, and infrastructure funds.</p><p></p><p>The podcast serves professionals at all stages of their careers, from those building foundational knowledge to experienced practitioners seeking perspectives from peers across the industry.</p>
Language
🇺🇲
Publishing Since
1/26/2026
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Recent Episodes
March 9, 2026
Javad Mostofizadeh, WilmerHale: What GPs Get Wrong About Side Letters, Fees & Compliance
<p>-- Summary -- </p><p></p><p>Danny Bloomstine interviews Javad Mostofizadeh, a partner at Wilmer Hale, about the intricacies of fund formation law, particularly in the venture capital and private equity sectors. Javad shares insights on the role of fund formation lawyers, the importance of side letters, and the complexities of SEC registration. He also discusses management fee waivers, the significance of LPACs, and offers advice for emerging fund managers. The conversation highlights the challenges and strategies involved in navigating the legal landscape of investment funds.</p><p></p><p></p><p>-- Takeaways --</p><p></p><p>Fund formation lawyers do more than just create fund documents.</p><p></p><p>Side letters can complicate fund agreements but are essential for investor relations.</p><p></p><p>Engaging lawyers early can prevent legal pitfalls during fund launches.</p><p></p><p>Management fee waivers can provide tax advantages but come with risks.</p><p></p><p>LPACs help manage investor consent and conflicts of interest.</p><p></p><p>The SEC has specific rules that can impact fund operations.</p><p>Emerging managers should keep fund structures simple to avoid complexity.</p><p></p><p>Understanding tax implications is crucial for fund managers.</p><p></p><p>The European waterfall structure is becoming more common in fund distributions.</p><p></p><p>Career success in fund formation law requires a blend of legal knowledge and practical experience.</p><p></p><p>-- Chapters --</p><p></p><p>00:00 Introduction to Fund Formation Law</p><p>01:01 The Role of a Fund Formation Lawyer</p><p>03:16 Understanding Side Letters in Fund Formation</p><p>10:08 Negotiating Side Letters: Timing and Strategy</p><p>16:29 Advice for Emerging Fund Managers</p><p>18:13 SEC Registration and Obligations for Investment Funds</p><p>23:32 Management Fee Waivers and Their Implications</p><p>32:48 Career Advice in Fund Formation Law</p>
February 19, 2026
Adam Tope, DLA Piper - Fund Formation, GP & LP Led Secondaries, & Emerging Manager Advice
<p>In this conversation, Adam Tope, a partner at DLA Piper, shares insights into the world of secondaries transactions, fund formation, and the challenges faced by emerging managers. He discusses the complexities of GP-led versus LP-led transactions, the operational intricacies involved, and the evolving trends in the secondaries market. Adam also highlights the importance of track record attribution for new fund managers, the significance of keeping fund structures simple, and the role of technology in streamlining fund management processes. He emphasizes the need for aspiring fund lawyers to understand the financial aspects of fund management and the importance of building relationships with LPs.</p><p></p><p></p><p>Takeaways</p><p></p><p>Secondary transactions provide liquidity for funds.</p><p>GP-led transactions are more complex than LP-led ones.</p><p>Emerging managers often lack direct relationships with LPs.</p><p>Track record attribution is a significant hurdle for new managers.</p><p>Simplicity in fund structuring aids in fundraising.</p><p>Operating partners can enhance fund management but may face scrutiny.</p><p>Fund expenses are often misunderstood by new managers.</p><p>Technology is streamlining the fund management process.</p><p>Reading financial news is crucial for understanding the market.</p><p>Understanding SEC regulations is vital for fund managers.</p><p></p><p></p><p>Chapters</p><p></p><p>00:00 Introduction to Secondaries Transactions</p><p>02:37 Understanding GP-Led vs LP-Led Transactions</p><p>05:15 Operational Complexity in Secondary Transactions</p><p>08:21 Trends in the Secondaries Market</p><p>10:45 Challenges for New Fund Managers</p><p>13:36 Track Record Attribution for Emerging Managers</p><p>16:20 Fund Structuring and Terms Negotiation</p><p>19:01 The Role of Operating Partners</p><p>21:55 Timeline for Fund Launch and Documentation</p><p>24:32 Team Structure in Fund Formation</p><p>27:00 Technology in Fund Management</p><p>29:34 Entrepreneurial Background and Its Impact</p><p>31:57 Understanding Fund Expenses</p><p>34:50 Advice for Aspiring Fund Lawyers</p>
February 11, 2026
Neil ODonnell & Mehak Rashid, Legal Scale: Simplicity Can Save Emerging Managers Costly Mistakes
<p>In this conversation, Danny Bloomstine speaks with Neil O'Donnell and Mehak Rashid, Managing Partners at LegalScale LLP, about the intricacies of launching a fund, the role of venture debt, and the transition from large law firms to boutique practices. They discuss the importance of simplicity in fund structures, the dynamics of investor incentives, and the significance of maintaining a strong professional network. The conversation also highlights the evolving landscape of venture debt and the critical factors that influence successful financing strategies.</p><p></p><p>Chapters</p><p>00:00 Introduction to LegalScale LLP and Fund Launching</p><p>03:31 Understanding Fund Structures and Investor Incentives</p><p>08:27 Exploring Venture Debt: Definition and Use Cases</p><p>15:40 Success Stories in Venture Debt Financing</p><p>20:05 Navigating Covenants and Market Changes in Venture Debt</p><p>24:38 Transitioning from Big Law to Boutique Firms</p><p>28:02 Advice for Emerging Fund Managers</p><p>31:45 Building a Professional Network and Relationships</p>
6 total episodes available
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Frequently asked questions
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- What is FundOpsHQ?
<p>FundOpsHQ features conversations with fund operations professionals including CFOs, controllers, fund accountants, and service providers across the investment management industry.</p><p></p><p>Episodes address the operational aspects of managing investment funds: reporting processes, audit preparation, technology decisions, compliance considerations, and the day-to-day challenges of fund administration.</p><p></p><p>Guests share practical insights from their direct experience working with hedge funds, private equity, venture capital, private credit, real estate, and infrastructure funds.</p><p></p><p>The podcast serves professionals at all stages of their careers, from those building foundational knowledge to experienced practitioners seeking perspectives from peers across the industry.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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