Day Pitney Represents Irrational Capital in its Strategic Partnership with ValueAct Spring Master Fund

Publisher: Day Pitney Press Release

February 27, 2019

Day Pitney represented Irrational Capital in a strategic partnership with ValueAct Spring Master Fund which consisted of an investment in IC Workplace Alpha Fund LP, a private investment fund managed by Irrational Capital. Founded in 2017, Irrational Capital develops investment strategies that leverage statistically significant links between corporate culture and stock performance.

The Day Pitney Investment Management and Private Funds team consisted of Peter Bilfield and Eliza Fromberg along with Steve Ziobrowski on tax matters. The team advised on the terms of a strategic relationship agreement as well as the terms of various ancillary agreements, including the limited liability company agreement of IC Workplace Alpha Fund GP LLC. The team also provided advice on regulatory matters including state and federal investment adviser registration exemptions.

The partnership was featured in a Reuters article, "Ubben's Socially Conscious ValueAct Spring Fund Bets on Workplace Wonk."

Brian Fischer spoke on "Defining Success from a Legal Perspective – How to Best Structure the Transaction to Meet the Owner's Objectives while Providing Significant Legal Protection," at an Exit Planning Exchange (XPX) Hartford program.

January 16, 2019

Exit Planning Exchange (XPX), Hartford, CT

Qualified Opportunity Zones: What Every Investor Needs to Know Before Investing

On November 5, Peter Bilfield and Aaron Kriss will be participating in a panel, entitled "Qualified Opportunity Zones: What Every Investor Needs to Know Before Investing," at the 2018 Family Office Association NYC Summit, which is held exclusively for families and single family offices.

November 5, 2018

2018 Family Office Association NYC Summit

As Fund Managers Await Regulations, Key Questions Surface with Qualified Opportunity Funds

October 3, 2018

Day Pitney Advisory

Stay Tuned: IRS Issues Warning on Reporting of Cryptocurrency Income, but Guidance Still Lacking

July 13, 2018

Day Pitney Advisory

Goodbye, DOL Fiduciary Rule, and Hello, SEC Standards of Conduct?

May 1, 2018

Day Pitney Alert

Day Pitney Named "Highly Commended" Best Private Client Law Firm at 2019 Private Asset Management Awards

February 11, 2019

Day Pitney Press Release

Day Pitney Shortlisted for Two 2019 Private Asset Management Awards

December 10, 2018

Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in two categories, "Best Private Client Law Firm" and "Best Trusts and Estates Division," for the 2019 Private Asset Management Awards.

Day Pitney Shortlisted for Family Wealth Report "Legal Team of the Year" Award

November 27, 2018

Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in the "Legal Team of the Year" private client category for the 2019 Family Wealth Report Awards.

SkyBridge Jumps into Hot Opportunity Zone Space

November 14, 2018

On November 14, Peter Bilfield, co-chair of Day Pitney's Investment Management and Private Funds group, was quoted in an article, "SkyBridge Jumps into Hot Opportunity Zone Space," published by FundFire, a Financial Times news service for professionals working in the high net worth and institutional investment management industry.

15th Annual International Estate Planning Institute

Warren Whitaker will be serving as chair of the 15th Annual International Estate Planning Institute, hosted by the New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA).

March 14-15, 2019

New York, NY