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Capital Markets / Hedge Funds

In recent years, hedge funds have become a significant alternative investment model for investors, entrepreneurs, and former managers of institutional entities in Israel.

The hedge funds sector is going through a significant growth period, and the volume of assets in this sector is continuing to grow at a rapid pace during 2018 as well.

 

The industry, which includes dozens of hedge funds registered in Israel, the Cayman Islands, Delaware, and other locations, is not subject to any direct regulatory supervision. However, the hedge fund model still requires a complex legal structure that differs materially from the traditional investment models that were previously known in capital markets.

 

Our firm provides comprehensive legal services to local hedge funds registered abroad. Our services include all stages of the process, from the initial establishment of the fund, drafting its articles of association, through to the preparation of management agreements, investment agreements, and agreements with various trustees. We also advise on an array of tax matters pertinent to hedge funds.

 

Although the founding of a hedge fund is not subject to Israeli law, when hedge fund managers seek investors in Israel, the fund must comply with the regulatory rules that apply to communications with potential investors and to the marketing of hedge funds in Israel. Barnea has extensive experience in this field and routinely assists hedge fund managers with these activities.

 

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News and updates - Capital Markets / Hedge Funds:


July 2, 2020

Taxation of Hedge Funds in Israel – A Short Guide to the Perplexed

A hedge fund is an entity comprised of several investors seeking to invest in financial assets to achieve a common profit, where the execution of the investment may change from one fund to another, in accordance with the investment strategies put in place by the fund manager.

March 31, 2020

Zvi Gabbay Hosts Online Seminar for Israel Hedge Funds Association Members

Dr. Zvi Gabbay, together with Lior Segev, the co-founder and CEO of Liquant Asset Management, hosted today an online seminar for members of the Israel Hedge Funds Association on business continuity planning during the coronavirus.

March 25, 2020

Cayman Islands Blacklisted by EU as a “Non-Cooperative Tax Jurisdiction”

The EU announced recently, following a meeting of its Economic and Financial Affairs Council (ECOFIN), that the Cayman Islands has been moved to Annex 1 of the list of “non-cooperative jurisdictions” for tax purposes.

Capital Markets / Hedge Funds

In recent years, hedge funds have become a significant alternative investment model for investors, entrepreneurs, and former managers of institutional entities in Israel.

The hedge funds sector is going through a significant growth period, and the volume of assets in this sector is continuing to grow at a rapid pace during 2018 as well.

 

The industry, which includes dozens of hedge funds registered in Israel, the Cayman Islands, Delaware, and other locations, is not subject to any direct regulatory supervision. However, the hedge fund model still requires a complex legal structure that differs materially from the traditional investment models that were previously known in capital markets.

 

Our firm provides comprehensive legal services to local hedge funds registered abroad. Our services include all stages of the process, from the initial establishment of the fund, drafting its articles of association, through to the preparation of management agreements, investment agreements, and agreements with various trustees. We also advise on an array of tax matters pertinent to hedge funds.

 

Although the founding of a hedge fund is not subject to Israeli law, when hedge fund managers seek investors in Israel, the fund must comply with the regulatory rules that apply to communications with potential investors and to the marketing of hedge funds in Israel. Barnea has extensive experience in this field and routinely assists hedge fund managers with these activities.

 

Back to Capital Markets

Key partner

P. Banking & Finance, Capital Markets, FinTech, Regulation

News and updates - Capital Markets:


July 2, 2020

Taxation of Hedge Funds in Israel – A Short Guide to the Perplexed

A hedge fund is an entity comprised of several investors seeking to invest in financial assets to achieve a common profit, where the execution of the investment may change from one fund to another, in accordance with the investment strategies put in place by the fund manager.

March 31, 2020

Zvi Gabbay Hosts Online Seminar for Israel Hedge Funds Association Members

Dr. Zvi Gabbay, together with Lior Segev, the co-founder and CEO of Liquant Asset Management, hosted today an online seminar for members of the Israel Hedge Funds Association on business continuity planning during the coronavirus.

March 25, 2020

Cayman Islands Blacklisted by EU as a “Non-Cooperative Tax Jurisdiction”

The EU announced recently, following a meeting of its Economic and Financial Affairs Council (ECOFIN), that the Cayman Islands has been moved to Annex 1 of the list of “non-cooperative jurisdictions” for tax purposes.

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