Investment Management

Experience Highlights

Defense of an investment adviser in various investment-related suits

Represented an investment adviser against a securities custodian and broker-dealer arising out of the theft of customer funds in an action alleging a more

Merger of mutual funds company

Represented $100 million mutual fund family and registered investment adviser with merger. more

Representing investment manager in structuring investment vehicles

Representing and advising a $1 billion investment manager in structuring privately-offered domestic and offshore investment vehicles. more

Private investments for a major institutional investor

Represented a major institutional investor in connection with over 30 investments, with an aggregate value of nearly $3 billion, in various private more