Discover the latest strategic influences shaping private equity and capital funds around the globe with insights into global markets and legislative shifts.
Join the EY Private Equity + Private Capital Webcast for a Q2 2024 update. Subject-matter resources will provide a US legislative update and an analysis of global economic trends, impacting the private fund industry and PE-backed firms. The session will address implications to the industry such as global political developments, including the election super cycle, significant PE transactions, restructurings, and trends relevant for PE, private capital funds and portfolio companies around the world.
Planned discussion topics include:
- US legislative outlook – potential impact to funds, portfolio companies and transactions
- PE global macro trends – global trends and policy changes.
- Global tax development — UK legislative outlook and non-UK domicile tax regime proposed changes update
- Capital markets and valuations update — impacts of the capital markets landscape for 2024 and beyond on PE funds, portfolio companies and transactions
- PE fund professional considerations — self-employment tax, Littlejohn IRS notices and self-employment tax audit trends impacting PE funds, management companies and their professionals
- Transaction and restructuring update — deal pipeline, emerging trends in tax structuring financing, credit, fundraising, and exit activity
- FIRPTA final regulations impact to PE and PC funds — insights into recently issued final regulations
- Global “radar screen” — a rapid-fire overview of breaking and evolving global macro tax trends, global election super cycle, and PE-relevant tax reporting developments
The discussion will be moderated by Gerald Whelan, EY Private Equity Tax Technical Leader, Ernst & Young LLP
Panelists:
- Ryan Abraham, Principal, Washington Council Ernst & Young, Ernst & Young LLP
- Martin Portnoy, Principal, Private Tax, Ernst & Young LLP (UK)
- Greg Daco, Chief Economist and Executive Director, EY Parthenon
- Omar Mahmoud, Principal, Valuation, Modeling and Economics, Transaction Tax, Ernst & Young LLP
- Dianne Mehany, Principal, Private Tax, NTD, Ernst & Young LLP
- Damien Martin, Principal, FSO, ITTS, PCS, Ernst & Young LLP
- Steve Clausen – Partner, Transaction Tax, ITTS, Ernst & Young LLP
- Sarah Ralph, Principal, Passthrough Transactions Group, National Tax, Real Estate Co-Leader, Ernst & Young LLP