News & Analysis as of

Sovereign Wealth Funds

McDermott Will & Emery

NWSL Creates New Private Equity Fund Policy but Stops Short of Allowing Sovereign Wealth Funds

With the 2024 season set to begin for the National Women’s Soccer League (NWSL), the league and its fans have much to be excited about. From new television partnerships and revamped jerseys for each of its teams to three new...more

Morgan Lewis

How SWFs Should Prepare and Respond to Increased CFIUS Scrutiny

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The US Department of the Treasury’s Committee on Foreign Investment in the United States (CFIUS) has reportedly increased its scrutiny of various transactions involving sovereign wealth fund (SWF) investments in the United...more

Skadden, Arps, Slate, Meagher & Flom LLP

The Capital Ratio: Roundup of Upcoming UK Regulatory Reforms for Financial Institutions

UK regulators have recently announced a number of reforms for banks and other financial institutions. - On 23 November 2023, the Prudential Regulation Authority (PRA) and the Financial Conduct Authority (FCA) (together,...more

Morrison & Foerster LLP

FARA Officials Preview Major Regulatory Changes and Identify New Areas of Focus

The U.S. Department of Justice (DOJ) recently provided fresh insights into upcoming regulatory changes to key Foreign Agents Registration Act (FARA) exemptions and discussed new areas of concern. These insights were shared at...more

Ankura

GCC’s Opportunity To Drive Value Through Shared Service Centers

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In the Gulf Cooperation Council (GCC) region, mid-market capitalization investors have a unique opportunity to acquire or establish Shared Service Centers for their portfolio companies. This would provide scale for...more

Morgan Lewis

Emirates Investment Authority’s Rima Hadid: Our Legacy Will Be What We Did for Others

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Rima Hadid, General Counsel for the Emirates Investment Authority, has more than two decades of in-house experience, most notably at two key sovereign wealth funds. Rima moved to Bahrain from Australia in 2003 and has built a...more

Morgan Lewis

How US Regulatory Changes Are Impacting the Way Sovereign Wealth Funds Invest

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Several US regulatory agencies have proposed or enacted new rules in 2023 aimed at making the investment process more transparent. Many of those changes, including amendments to the Investment Advisers Act of 1940 by the US...more

Morgan Lewis

How Will the US Corporate Transparency Act Impact Sovereign Wealth Funds and Other Non-US Government Institutions?

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The final rule of the Financial Crimes Enforcement Network implementing the Corporate Transparency Act’s beneficial ownership requirements will become effective on January 1, 2024. Absent further guidance, sovereign wealth...more

Proskauer - Tax Talks

New Bill Would Deny Section 892 Benefits To Certain Sovereign Wealth Funds

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On July 26, 2023, Senate Finance Chairman Ron Wyden (D-OR) introduced the Ending Tax Breaks for Massive Sovereign Wealth Funds Act (the “bill”), which would deny the benefits of section 892 of the Internal Revenue Code to...more

Morgan Lewis

How the CFIUS Springing Rights FAQ Could Impact Sovereign Wealth Funds

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The Committee on Foreign Investment in the United States (CFIUS) caught some lawyers and businesses off guard in early May 2023 when it issued new Frequently Asked Questions (FAQ) indicating that staged transactions that...more

A&O Shearman

Global M&A Insights - Innovation thrives amid challenging conditions

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As we look ahead to the second half of 2023, the outlook for M&A remains complex. In the six months to the end of June, global deal value stood at USD1.2 trillion, around one-third of last year’s annual total. ...more

Morgan Lewis

Sovereign Wealth Funds Insights - July 2023

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With concerns about global economic stability, many sovereign wealth funds (SWFs) are evaluating current market conditions to determine the most effective investment strategies. Diversification is a common theme for many fund...more

Morgan Lewis

Sovereign Wealth Funds and the FCPA: The Importance of Targeted Due Diligence

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Given the global nature of sovereign wealth funds’ (SWFs’) investments and operations, it is essential that SWFs are aware of and in compliance with the Foreign Corrupt Practices Act (FCPA) in order to facilitate business...more

Cadwalader, Wickersham & Taft LLP

UK Budget 2023 – Sovereign Wealth Funds Not Subject to Corporation Tax

As part of the Spring 2023 Budget, Chancellor Jeremy Hunt has scrapped plans to require sovereign wealth funds to pay corporation tax on property and commercial enterprises. The United Kingdom (“UK”) government had...more

BCLP

Spring Budget 2023 - tax impact on the real estate sector

BCLP on

Underneath the headline points, the Budget contained a number of measures designed to fulfil the Chancellor’s objective of encouraging growth and investment. There was broadly good news for those investing in UK real estate....more

The Volkov Law Group

Roger Ng, Former Goldman Sachs Banker, Sentenced to 10 Years’ Imprisonment For Role in 1MDB FCPA Scandal

The Volkov Law Group on

The end of the road for Roger Ng, the Goldman Sachs Investment Banker, who played a critical role in the Goldman Sachs 1 MDB Malaysia scandal, was not a pretty one.  District Judge Margo Brodie gave Ng a severe sentence of...more

Proskauer - Tax Talks

New Proposed Regulations Would Impact the Determination of Domestically Controlled REIT and Structures for Sovereign Wealth Funds’...

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On December 28, 2022, the Internal Revenue Service (the “IRS”) and the Treasury Department released proposed regulations (the “Proposed Regulations”) under sections 892 and 897 of the Internal Revenue Code (the “Code”). If...more

Skadden, Arps, Slate, Meagher & Flom LLP

New Proposed Regulations Would Affect the Taxation of US Real Estate for Foreign Investors

On December 28, 2022, the Treasury Department released a set of proposed regulations that, if finalized, would alter key rules affecting many real estate funds, sovereign wealth funds and other foreign investors in U.S. real...more

The Volkov Law Group

OFAC Issues New Sanctions Against Russia’s Central Bank and Sovereign Wealth Funds

The Volkov Law Group on

In a significant step designed to increase financial pressure on Russia in response to its invasion of Ukraine, the Department of Treasury’s Office of Foreign Asset Control (“OFAC”) issued new sanctions to prohibited United...more

Morrison & Foerster LLP

Top 10 International Anti-Corruption Developments For August 2021

Designed for busy in-house counsel, compliance professionals, and anti-corruption lawyers, this newsletter summarizes some of the most important international anti-corruption law and case developments from the past month,...more

McDermott Will & Emery

International News: Healthcare - Spotlight on the Industry - May 2021

Sovereign Wealth Fund Investment in the Global Healthcare Industry - Sovereign Wealth Funds (SWF) seek out investments that are resilient, conducive to their aims and objectives, and reasonably free from market...more

A&O Shearman

Joint venture funds in the Middle East market: a model of collaborative investing

A&O Shearman on

We are seeing increasing interest in joint venture funds in the Middle East region as a model of collaborative investing as investor types are multiplying and looking globally for investment opportunities and greater...more

Morgan Lewis

Sovereign Wealth Funds Update: Tax Aspects of Private Fund Investments: Selected US, EU, and UK Considerations in the Current...

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Despite the market disruption caused by the COVID-19 pandemic, sovereign wealth funds continued to make significant capital commitments to private funds during 2020, on a global basis. As the world emerges from the pandemic,...more

Hogan Lovells

Worry no more, foreign investors! Indonesia established a sovereign wealth fund

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In line with the spirit of bolstering investment from foreign investors into Indonesia with the aim to create new job opportunities as mandated by Law No. 11 of 2020 on job creation (Omnibus Law), the Government of Republic...more

Hogan Lovells

Southeast Asia – looking ahead into 2021

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As we turn our attention to 2021, here at Hogan Lovells we are buoyed by prospects of a steadier economic climate for the year ahead. Many Southeast Asian countries have adopted a strict new norm in response to the COVID-19...more

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