Formation of $1.1 billion TALF fund.
Formation of numerous open- and closed-end funds for credit-focused asset manager, including funds to finance renewable energy assets, invest in US and non-US real estate assets, invest in structured credit assets, etc.
Formation of short-duration credit fund.
Formation of credit opportunity fund to invest in US real estate assets.
Formation of $500M TALF fund that was over 2x oversubscribed.
Advised credit manager in its acquisition of the investment management agreement for a public BDC.
Formation of TALF fund for asset management arm of leading bank.
Hedge & Other Liquid Strategies
Advised on the formation of numerous hedge funds in strategies including global macro, quantitative, long-short equity, statistical arbitrage, event-driven, special situations, fixed income, emerging markets and funds of funds.
Formation of "liquid alts" funds for Silicon Valley-based asset management firm.
Insurance & Insurance Related
Advised investment management subsidiary of Lloyds' of London members agent in the formation of the first private equity funds established to own "names" in the Lloyds market.
Formation of first insurance dedicated fund ("IDF") for a leading private credit fund sponsor.
Advised leading US asset management firm in the establishment of its, and the first, private credit IDF
Advised credit manager on the issuance of rated notes tied to the returns of its private credit fund to non-US reinsurance companies.
Appointed by state legislature as special counsel to its state and local government pension plans; designed and implemented hedge "fund of one" platform; advised on numerous "fund of one" and commingled fund investments; advised on participation in PPIP program established during the Financial Crisis; advised on several opportunistic fund recapitalizations
Advised leading US asset management firm on numerous joint ventures and seeding arrangements with US and non-US fund sponsors; advised on the acquisition of private fund and other portfolios.
Advised non-US financial institution on the establishment of a $2 billion captive US manager; advised the institution on the creation and subsequent dissolution of its joint venture with a US CLO and hedge fund sponsor; advised the institution on the acquisition of a new US investment team; advised on numerous investments and joint ventures with private fund sponsors
Advised state pension plan on the establishment of its "fund of one" platforms for hedge funds and venture capital; advised the plan on numerous commingled fund investments; coordinated the provision of advice on non-US tax and regulatory issues.
Advised sovereign wealth fund on numerous issues, including creation of "form" investment management agreement for investments in unusual asset classes, coordination of cross-border advice on issues resulting from the bankruptcy of a leading global investment bank, and negotiation of relationships with asset management firms.
Advised large US family office in its investment in an active ETF sponsor.
Advised on the formation of numerous private equity funds.
Advised Apis & Heritage Capital Partners on the formation of its first fund
Renewable Energy, Real Assets & Climate Change
Advised on the creation of AirShares, the first publicly offered investment vehicles in the US which allowed retail investors to participate in the returns from the EU's "cap and trade" emissions reduction scheme; offering of vehicle required the creation of a new NYSE listing rule and the grant of substantial no-action relief from the SEC and CFTC.
Advice to global vertically-integrated renewable energy firm in connection with the establishment of a US investment subsidiary to sponsor a renewable energy fund.
Advised former management team of US renewable energy arm of non-US energy company in the establishment of an asset management business and the formation of a "fund of one" for a leading global diversified infrastructure investor.
Advice to global vertically-integrated energy and logistics firm in connection with the prospective establishment of a fund to invest in Indian renewable energy projects.
Advised US multi-strategy asset manager in connection with the establishment of a joint venture to sponsor a timber fund and in the formation of that fund.
Advised non-US conglomerate in the establishment of its captive US venture capital investment arm.
Advised leading Asian conglomerate in the establishment of its captive US venture capital investment arm.
Advised leading venture capital firm in connection with the launch of its fourth fund.
Advised emerging market venture capital sponsor in connection with the proposed establishment of its first fund.
Advised Victory Capital in the formation of a cryptocurrency fund trading the NASDAQ Crypto Index
Advised US virtual asset managers in the formation of cryptocurrency and other virtual asset funds.
Advised non-US financial institutions on the formation of cryptocurrency funds.
Advised US venture capital sponsor in formation of virtual VC fund to invest in SAFTs.