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Investment Management Coffee Chat Series 2026 – Private Fund Formation Deep Dive

Venture, Hedge, Private Credit, and Digital Asset Funds


Date: Wednesday, April 22, 2026
Time: 2:00 p.m. – 3:00 p.m. ET
Location: Virtual
Contact: Elise Hoffer, 513.352.6748, Elise.Hoffer@ThompsonHine.com

A webinar series presented by Thompson Hine LLP


Join us for an afternoon break to discuss timely issues impacting investment management. This series features practical, focused conversations on key legal and regulatory developments affecting investment advisers and financial services firms, along with strategic considerations to help you navigate what’s ahead.

Private Fund Formation Deep Dive: Venture, Hedge, Private Credit, and Digital Asset Funds

This session is all about setting up private investment funds—whether focused on startups, trading strategies, lending, or digital assets. We'll compare common fund structures, including setups where multiple funds feed into one main fund, side-by-side funds for different investor types, and the choice between U.S.-based and offshore vehicles. We'll also explain the main legal exemptions that let private funds avoid burdensome registration requirements. 

The presenters will cover how fund ownership can be represented as digital tokens, restrictions on who can buy and sell fund interests, and how to handle special deal terms for certain investors while maintaining fairness for everyone. We'll discuss how fund managers get paid, how to choose service providers like lawyers and administrators, and how to market and raise capital for your fund. We'll also touch on how to price fund assets and set redemption terms that align with your strategy, plus what sophisticated investors are asking about during their vetting process in 2026.

Moderator: Imani Tibbs Boone, Associate, Thompson Hine

Panelists: 

  • Lindsay Karas Stencel, Partner, Thompson Hine
  • Daniel Filstrup, Counsel, Thompson Hine
Private Fund Formation Deep Dive