JOSEPH ISKOWITZ

PARTNER

Joseph Iskowitz forms and represents domestic and offshore investment funds, including private equity and hedge funds. He also counsels fund managers, investors and third-party marketers of private investment pools.

Practices

About

Joseph assists clients with structuring joint ventures between multiple investment managers, seeding arrangements, registration with the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC), and continuing compliance with SEC and the CFTC regulations.

Joseph advises private investment funds and their managers on securities and futures regulatory matters arising under the Securities Act, the Securities Exchange Act, the Investment Company Act, the Investment Advisers Act, the Commodity Exchange Act and the Dodd-Frank Wall Street Reform and Consumer Protection Act.

Education

Columbia Law School (J.D., 2001)

Ner Israel Rabbinical College (B.A., 1997)

Bar Admissions

2002, New York

Speaking Engagements

New SEC Marketing Rule: What Asset Managers Need to Know to Be Ready for November 2022

Co-presenter, Private COO/CFO Webinar, October 2022

Insights

Fed Announces More Updates to TALF 2.0 and New List of FAQs

May 13, 2020

On May 12, 2020, the Federal Reserve Board (the “Fed”) updated its term sheet of the Term Asset-Backed Loan Facility (“TALF 2.0”) that it authorized on March 23, 2020 and updated on April 9, 2020. The full updated term sheet can be found here. The Fed also released a list of frequently asked questions (“FAQs”)…

Fed Updates Terms of TALF 2.0

April 10, 2020

On April 9, 2020, the Federal Reserve Board (the “Fed”) updated its term sheet of the Term Asset-Backed Loan Facility (“TALF 2.0”) that it authorized on March 23, 2020. The key changes include: updates to the definition of eligible borrower, additions to the types of eligible collateral, changes to loan pricing, and the release of…

TALF 2.0: Fed Revives Term Asset-Backed Loan Facility

April 1, 2020

On March 23, 2020, the Federal Reserve Board (the “Fed”) authorized the revival of its Term Asset-Backed Loan Facility (“TALF 2.0”) previously established following the 2008 financial crisis. TALF 2.0 is a credit facility intended to support the asset-backed securities (“ABS”) markets for consumers and businesses by creating a new source of stable funding for investors…

Amendments to Form ADV and Investment Advisers Act Rules

September 29, 2016,

On August 25, 2016, the Securities and Exchange Commission (the “SEC“) adopted amendments to Form ADV and to certain rules promulgated under the Investment Advisers Act of 1940, as amended (the “Advisers Act“).[1] The effective date of these amendments is October 31, 2016, but the compliance date is not until October 1, 2017, and many…