Burke McDavid

Burke McDavid is a seasoned attorney with a comprehensive understanding of investment management, compliance and corporate law. Continuing his distinguished career spanning more than two decades, he brings a wealth of experience in both private practice as well as overseeing legal and compliance matters as General Counsel and Chief Compliance Officer for a registered investment adviser...Read More

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Recorded Webinar: Corporate Transparency ActꟷCommon Exemptions for Private Fund Managers and Their Affiliates

By Burke McDavid & Page Patrick on October 1, 2024

Posted in Corporate Transparency Act, General, Webinars

Join Winstead attorneys Burke McDavid and Page Patrick as they discuss significant Corporate Transparency Act (CTA) exemptions for private fund managers, their affiliated management entities, and advised funds. The presentation covers exemptions that can shield these entities from the CTA’s otherwise extensive reporting requirements. Listen Here

Update to the Qualified Professional Asset Manager Exemption (QPAM)

By Winstead, Barbara Klepper, Burke McDavid & Andrew Rosell on September 26, 2024

Posted in General

The U.S. Department of Labor’s (the “DOL”) amendment to the qualified professional asset manager (“QPAM”) prohibited transaction class exemption 84-14 (the “Exemption”) went into effect on June 17, 2024. Current QPAMs must send a one-time email notice to the DOL no later than December 14, 2024, in order to rely on the Exemption (see below).
Continue Reading Update to the Qualified Professional Asset Manager Exemption (QPAM)