PE and private capital update – Q1 2024

Please join our panel of professionals for our webcast – a timely discussion of recent global private equity (PE) industry trends and the outlook for changes relevant to PE and alternative funds, transactions and portfolio companies.

Gain crucial insights into transforming global markets and legislative shifts. Discover the latest strategic influences shaping private equity and capital funds across the globe.

Join the EY Private Equity + Private Capital Webcast for an insightful session. Our subject-matter resources will provide a comprehensive analysis for private equity, alternative funds and portfolio companies, Washington Council Ernst & Young’s practice’s legislative update; insights into European, UK and Asia-Pacific markets; BEPS 2.0 revisions; and the latest transaction marketplace trends. Engage with us to explore how these changes are shaping the future of investment.

Planned discussion topics include: 

• US legislative outlook – potential impact on funds, portfolio companies and transactions.
• PE global macro trends – global trends and policy changes.
• Judicial tax developments – implications from recent tax cases (e.g., YA Global and Soroban) and IRS litigation.
• International tax update – recent international tax developments.
• Transaction and restructuring update – deal pipeline, emerging trends in tax structuring financing, credit, fundraising and exit activity.
• Regulatory and administrative guidance – recently issued guidance by the Treasury and the IRS.
• Global “radar screen” – a rapid-fire overview of breaking and evolving global macro tax trends and PE-relevant tax reporting development.

The discussion will be moderated by Gerald Whelan, EY Private Equity Tax Technical Leader, Ernst & Young LLP. Panelists will include: 

• Dan Farrell – Partner, ITTS, FSO, Ernst & Young LLP
• Adam Francis – Principal, Washington Council, Ernst & Young LLP
• Niclas Hahn – Partner, Transaction Tax, ITTS, Ernst & Young GmbH – Germany
• Mike Jacoby – Partner, Transaction Tax, ITTS, Ernst & Young LLP
• Alex Magee – Managing Director, ITTS, Ernst & Young LLP
• Damien Martin – Principal, PCS, FSO, Ernst & Young LLP
• Naomi Ross – Managing Director, ITTS, Ernst & Young LLP
• Jason Yen – Principal, National Tax Department, ITTS, Ernst & Young LLP