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Cary J. Meer

Partner
+1.202.778.9107
Fax +1.202.778.9100
+1.212.536.3900
Fax +1.212.536.3901

Ms. Meer is a partner in K&L Gates’ New York City and Washington, D.C. offices and a member of the Investment Management and Hedge Fund practice groups.

Ms. Meer has been structuring private funds as limited liability companies, limited partnerships, offshore corporations, common trust funds and business trusts, and preparing disclosure documents and organizational documents for such entities for more than 20 years. She also advises investment advisers, private fund managers and investment companies on compliance issues, including under the Investment Advisers Act of 1940 and whether their commodity interest-related trading or advice would require them to register as commodity pool operators or commodity trading advisors. Ms. Meer is also active in investments related to the newly established Opportunity Zones following the Tax Cuts and Jobs Act of 2017 for long-term investments and development in low-income urban and rural neighborhoods.

Sample engagements include:

  • Structuring and organization of hedge funds, private equity funds, credit funds, commodity pools, opportunity zone funds and funds-of-funds for U.S. and non-U.S. investment managers, including funds that are intentionally “plan assets”;
  • Registration of U.S. and non-U.S. managers as investment advisers, commodity pool operators and commodity trading advisors, and ongoing regulatory advice regarding ongoing compliance obligations;
  • Assisting managers in the reorganization of their business and representing buyers and sellers of investment management firms;
  • Representing institutional investors when they invest in third-party managed private funds and hire asset managers;
  • Representing buyers and sellers of interests in private funds in secondary market transactions;
  • Helping managers set up out-sourced CIO businesses; and
  • Writing comment letters and otherwise assisting trade associations in connection with proposed rule changes and other matters.

Professional/Civic Activities

  • 100 Women in Finance, Washington, D.C. Education Committee
  • Investment Management Compliance Guide, published by Thompson, Editorial Advisory Board Member

Speaking Engagements

  • Speaker, Private Funds: Fund Raising in Brazil and in the United States, São Paulo. Brazil, December 6, 2018
  • Speaker, K&L Gates Chicago Investment Management Conference, Chicago, IL, November 13, 2018
  • Speaker, K&L Gates DC Investment Management Conference, Washington, DC, November 7-8, 2018
  • Speaker, K&L Gates New York Investment Management Conference, New York, NY, October 30, 2018
  • Panelist, "Hot Topics in Derivatives Issues for Asset Managers, CPO/CTA Regulation and NFA Exams," Investment Adviser Association Webinar, May 23, 2018
  • Panelist, "Raising Money and Tax Update," 1Offshore, May 8, 2018 in São Paulo and May 10, 2018 in Rio de Janeiro, Brazil.
  • Speaker, “Structuring issues for Corporate Investing: External vs. Internal CVC United: Partnering or Investing in Independent VC/PE Funds; Foreign Registration Requirements,” Corporate Venture Capital and Innovation: Opportunities For Corporates and Startups in Brazil, São Paulo, April 20, 2018
  • Speaker, “Cryptocurrency Funds and Investments: A U.S. Regulatory Perspective,” São Paulo, Brazil April 19, 2018
  • Speaker, “Structuring for Success Offshore,” sponsored by AIMA, São Paulo, Brazil, April 18, 2018
  • Moderator, Outlook for the Regulation of Private Equity Managers in the United States, sponsored by the Institutional Limited Partners Association,Washington, DC, March 27, 2018
  • Speaker, Briefing: Impact of New Tax Laws on Fund Structures, Managed Funds Association, Legal & Compliance 2018 Conference, New York, NY, March 8, 2018
  • Speaker, K&L Gates San Francisco Investment Management Conference, San Francisco, CA, November 14, 2017
  • Speaker, K&L Gates New York Investment Management Conference, New York, NY, October 18, 2017
  • Speaker, ALTSOC “Roundtable Discussion: Leveraging GP & LP Interests in a Low Return Environment,” Irvine, CA, October 12, 2017
  • Speaker, IAA and K&L Gates “Hot Topics in CPO and CTA Regulation and Compliance,” via webinar, May 2, 2017
  • Speaker, AIMA and K&L Gates “Second Annual New Manager Forum,” New York, NY, April 19, 2017
  • Speaker, AIMA and K&L Gates “State and Local Pay-to-Play and Public Records Laws,” New York, NY, March 7, 2017
  • Moderator, 100 Women in Finance, “The Trump Administration Agenda: Potential Impact on the Asset Management Industry,” February 23, 2017
  • Speaker, Chicago Investment Management Conference, Chicago, IL, January 26, 2017
  • Speaker, K&L Gates New York Investment Management Conference, New York, NY, December 8, 2016
  • Panelist, 2016 K&L Gates Investment Management Conference, London, July 6, 2016
  • Panelist, “Securities Regulation Committee and Private Investment Funds Subcommittee Joint Meeting,” The New York State Bar Association Live Event, New York, NY, June 23, 2016
  • Panelist, “CPO and CTA Examinations and Compliance: Everything You Need to Know to Manage Money Using Commodity Interests,” AIMA, NFA and K&L Gates briefing, London, May 23, 2016
  • Moderator, 100 Women in Hedge Funds, Fifth Annual Salute to the Global Angels, New York, NY, May 17, 2016
  • Panelist, “Part II: The Department of Labor's new ‘conflict of interest rule,’” Boston, MA, May 12, 2016
  • Panelist, “Non-US Webinar: The U.S. Department of Labor's New ‘Conflict of Interest Rule,’” Webinar, May 5, 2016
  • Panelist, “Part I: The Department of Labor's new ‘conflict of interest rule,’” New York, NY, May 4, 2016
  • Panelist, “New Manager Forum,” New York, NY, April 2016
  • U.S. Issues Panelist, “AIMA Briefing and Regulatory Update - New York,” New York, NY, March 3, 2016
  • Panelist, “Investment Adviser Compliance and Reporting: Latest Developments and OCIE Exam Hot Buttons,” Strafford Publications, Inc. Webinar, February 17, 2016
  • Panelist, “From Examination to Enforcement: Examinations and Enforcement Actions Involving Hedge Funds and Private Equity Funds,” Alternative Investment Management Association Hedge Fund Manager Training, New York, NY, January 27, 2016
  • Panelist, “Regulatory Developments and Their Implications for Hedge Funds and Other Private Funds,” PLI Private Fund Regulatory Developments and Compliance Challenges 2016 Seminar, New York, NY, January 13, 2016