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Venture Capital & Private Equity Tax Practices

October 22 - 24, 2007 | Crowne Plaza Cabana, Palo Alto, CA

Agenda Day Two

Agenda Day Two

Wednesday, October 24, 2007
8:30Morning Coffee
8:45

Chairperson's Recap of Day 1

Fred Sroka, Partner, PRICEWATERHOUSECOOPERS LLP

Steve Franklin, Partner, GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP

8:50

The ERISA VCOC Exception And Other Strategies For Coping With The DOL Plan Asset Rules

Steve Bortnick, Partner, PEPPER HAMILTON

Joseph A. (Tony) Hugg, Counsel, DLA PIPER US LLP

9:50

Strategies for Applying the Final 409A Deferred Compensation Rules to Management Fees and Other GP Compensation Issues

Jennifer Muller, Director, HOULIHAN LOKEY HOWARD & ZUKIN

Michael Frank, Partner, MORRISON & FOERSTER

10:45Networking and refreshment break
11:10

Methods for Avoiding Common Pitfalls Associated with US Tax Planning and Cross -Border Investments

Steve Bortnick, Partner, PEPPER HAMILTON

Kevin Keyes, Partner, FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP

12:00

Open Forum on New Issues On the Horizon

Jim Tod, Senior Manager, DELOITTE

Fred Sroka, Partner, PRICEWATERHOUSECOOPERS LLP

Julie Corelli, Partner, PEPPER HAMILTON LLP

12:30

Conference Concludes

Supporting Organization

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