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The Securities and Exchange Commission (SEC) adopted private fund adviser reforms in August 2023, and compliance dates are fast approaching. Among these reforms is the preferential treatment rule, which creates new disclosure requirements for private fund advisers.

During this webinar, the panel will consider:


How the rule may impact fund operations

Dynamic Reporting

Thoughts on CCO / GC workflows and GP / LP dynamics

Accelerate Contract (1)

Considerations around designing processes that are compliant with the rule

Are you ready for the SEC's Preferential Treatment Rule?


Malvika Gupta
Senior Regulatory Counsel Antares Capital LP

Malvika Gupta is the Senior Regulatory Counsel at Antares Capital LP. Her practice focuses on Advisers Act and 1940 Act issues. Ms. Gupta has in-depth experience in regulatory matters and litigation involving the asset management industry, including how securities laws interact with ERISA.

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Lindsay Rutishauser
Principal and Chief Compliance Officer Motive Partners

Lindsay Rutishauser joined Motive Partners in 2022 and is a Principal and Chief Compliance Officer on the Legal and Compliance Team based out of the New York office.

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Caitlin Melchior
Senior Director of Industry Strategy Ontra

Caitlin is our Senior Director of Industry Strategy. She oversees marketing content strategy and serves as a subject matter expert for the product team.

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