John Bennett to Speak at IFA USA and International Tax Institute Conference
John Bennett, Partner in Simpson Thacher’s Exempt Organizations Group, will speak at the IFA USA New York Region and Tax Institute Conference on October 28, 2025, on a panel titled, “Structuring for Special Investor Considerations.” The panel will discuss fund and co-investment structuring to accommodate the special tax considerations of not-for-profit, sovereign wealth, foreign pension, and other institutional investors. The panelists will further explore how to identify and evaluate the key tax planning issues for US tax-exempt investors, including Unrelated Business Taxable Income (UBTI) and Net Investment Income (NII), and how asset managers develop fund structures that accommodate the unique tax needs of tax-exempt and special investors, while safeguarding the fund's ability to operate effectively and manage risk and tax compliance.
For more information on the event, please click here.