Tokens of Wisdom

Episode 66: Phil Graham, Harneys


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Episode 66: Phil Graham, Harneys

 

When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund.

 

In the legal realm, I happen to possess a lot of that information from my day job, but there’s so much more that goes into launching and operating a fund. And wise though I may be, my area of expertise doesn’t cover it all. So I’m going to bring in some friends to share their wisdom in various other aspects of fund management. 

 

I am honored to have Phil Graham, Global Head of Investment Funds and Digital Assets at Harneys on the show today to talk to us about BVI funds law. 

 

Key Points From This Episode:

 

  • Why should I choose BVI over Cayman for my offshore fund?
  • Does my fund always need to register with the local regulator?
  • What does the registration process cost/involve?
  • Brief rundown of the local regulatory requirements for a BVI fund.
  • How should I choose the right offshore counsel?
  • Creating pathways to regulatory compliance.
  • What’s the smartest thing a new fund manager can do?

 

Disclaimer:

 

This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us are sharing their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity.

 

Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

 

Links Mentioned in Today’s Episode:

 

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Phil Graham - https://www.linkedin.com/in/philip-graham-865a4011/

Harneys -  https://www.harneys.com/ 

Piano Lessons Podcast - https://www.harneys.com/podcasts/piano-lessons/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: [email protected]

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Tokens of WisdomBy Dave Rothschild