Starting an Alternative Fund Series Montreal: Offshore Fund Structuring & Tax (Part 3)

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

 

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Mark Weir has oversight of the global data management and middle office teams within the Maples Group’s fund services business. He has significant experience in systems and project oversight, and product design and implementation. Drawing on this expertise and a client-drive approach, Mark provides external clients, including hedge funds, private equity funds and institutional investors, with custom portfolio accounting, performance analytics, risk analytics and regulatory reporting solutions. He also supports the Maples Group’s internal teams, providing data management, systems design and implementation and reporting solutions.  Mark has authored several articles and has been asked to speak at various industry events on topics relating to institutionalising operations for various fund and investor types and how technology can support investment decision-making. Prior to joining the Maples Group, Mark worked in Citi’s funds outsourcing department focusing on client specific solutions for institutional clients and, prior to that, he worked in fund administration at IBT.