Speaker Series Call INVITE | "Trumping" Private Equity - Will Carried Interest Tax Policy Change?

Takeaway: We are hosting a call on Monday October 3rd with a leading policy firm to discuss the probability of a tax law change in private equity.

Click HERE to watch this presentation live. 

Speaker Series Call INVITE | "Trumping" Private Equity - Will Carried Interest Tax Policy Change? - Slide1


Please join us for a call with Mr. Jason Mulvihill, the General Counsel of the American Investment Council this Monday October 3rd at 1 pm to discuss the topic of carried interest treatment in the private equity industry. Our discussion will cover: 

  • A review of the current tax treatment of carried interest for investors and alternative asset managers. How did the current tax regime come about and what is the actual flow through to the alternative asset managers. 
  • Both Trump and Clinton are saber rattling for adjusting the status quo. What do these proposals look like and why is the PE industry a target? 
  • What is the likelihood of reform and what does the Congressional map look like for the issue should tax reform legislation proceed? 
  • What is the probability of a change in the current treatment and if quashed, is this issue off the table for the incoming administration?  

The American Investment Council (AIC) is an advocacy, communications and resource organization established to advance access to capital, job creation, retirement security, innovation and economic growth by promoting responsible long-term investment.  The AIC develops, analyzes and distributes information about the private investment industry and its contributions to the long-term growth of the U.S. and global economy. The AIC’s members are the world’s leading private equity and growth capital firms united by their commitment to growing and strengthening the businesses in which they invest. For further information about the AIC and its members, please visit http://www.investmentcouncil.org.


Jason Mulvihill currently serves as General Counsel for the American Investment Council. As General Counsel, Mulvihill has primary responsibility for legislative and regulatory matters considered by the AIC. He oversees the AIC’s General Counsels’ Committee and the Chief Compliance Officers’ Working Group.   Before joining the AIC, Mulvihill served  as Legislative Director and Chief Counsel for Senator John Ensign (R-NV).  In this capacity, Mulvihill he developed and secured enactment of cancellation of debt income legislation. Mulvihill also helped to prevent changes in the tax treatment of carried interest and publicly traded partnerships.  Before working on Capitol Hill, Mulvihill was an Associate at Skadden, Arps, Slate, Meagher & Flom in Washington, D.C., practicing antitrust law.  Mulvihill graduated summa cum laude and Phi Beta Kappa from Georgetown University, and received his law degree from Columbia University Law School. 


CALL DETAILS - Monday, October 3rd at 1 pm EST

  • Click HERE to watch live
  • Toll Free Number:
  • Toll Number:
  • UK: 0.
  • Conference Code: 13646838
  • To Automatically add to your Outlook Calendar Click HERE

Related Tickers: BX, KKR, APO, OZM, FIG, OAK, CG.


Please let us know of questions,


Jonathan Casteleyn, CFA, CMT 



Joshua Steiner, CFA



Patrick Staudt, CFA

Cartoon of the Day: Hard-Headed Bears

How's this for "hard data"? So far, 107 of 497 S&P 500 companies have reported aggregate sales and earnings growth of 4.4% and 13.2% respectively.

read more

Premium insight

McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’

“You wonder why the performance of the hedge fund indices is so horrendous,” says Hedgeye CEO Keith McCullough, “they’re all doing the same thing, after the market moves. You shouldn’t be paid for that.”

read more

SECTOR SPOTLIGHT Replay | Healthcare Analyst Tom Tobin Today at 2:30PM ET

Tune in to this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.

read more

Ouchy!! Wall Street Consensus Hit By Epic Short Squeeze

In the latest example of what not to do with your portfolio, we have Wall Street consensus positioning...

read more

Cartoon of the Day: Bulls Leading the People

Investors rejoiced as centrist Emmanuel Macron edged out far-right Marine Le Pen in France's election day voting. European equities were up as much as 4.7% on the news.

read more

McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

read more

Who's Right? The Stock Market or the Bond Market?

"As I see it, bonds look like they have further to fall, while stocks look tenuous at these levels," writes Peter Atwater, founder of Financial Insyghts.

read more

Poll of the Day: If You Could Have Lunch with One Fed Chair...

What do you think? Cast your vote. Let us know.

read more

Are Millennials Actually Lazy, Narcissists? An Interview with Neil Howe (Part 2)

An interview with Neil Howe on why Boomers and Xers get it all wrong.

read more

6 Charts: The French Election, Nasdaq All-Time Highs & An Earnings Scorecard

We've been telling investors for some time that global growth is picking up, get long stocks.

read more

Another French Revolution?

"Don't be complacent," writes Hedgeye Managing Director Neil Howe. "Tectonic shifts are underway in France. Is there the prospect of the new Sixth Republic? C'est vraiment possible."

read more

Cartoon of the Day: The Trend is Your Friend

"All of the key trending macro data suggests the U.S. economy is accelerating," Hedgeye CEO Keith McCullough says.

read more