Find Lawyers in Boston, Massachusetts for Private Funds / Hedge Funds Law
Practice Area Overview
The fund formation aspects of advising hedge funds include how funds are structured and documented, often with an eye toward facilitating the fundraising function. Specific tasks include preparing partnership agreements between the general partner and investors, establishing how the general partner of the fund will be compensated, and preparing the fund’s offering materials.
The investment objectives of hedge funds vary a great deal; therefore, the degree of sophistication they require in executing transactions can vary. While there are a large number of hedge funds that primarily are focused on liquid trading strategies, many hedge funds make illiquid investments, including participating in large, complex leveraged buy-outs or take-private transactions, PIPE transactions, and activist investing.
Hedge funds operating in the U.S. are subject to the full spectrum of securities disclosure and compliance rules and regulations. Regulation of hedge funds has also recently undergone a major overhaul with the passage of the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act, which places new or heightened regulations on hedge funds.
Hedge funds have long been cauldrons of financial innovation, and practitioners advising hedge funds by necessity must be capable of addressing the legal and regulatory issues that impact hedge funds in what can be a quickly evolving business and legal landscape.
John Beals is a partner in Nixon Peabody's Private Equity and Investment Funds practice. He represents public pension funds, funds of funds and other institutional investors in connection with their investments in leveraged buyout, venture capital, real estate and debt private equity funds. He also advises fund sponsors in structuring and forming such funds. What do you focus on? I focus my practice on two main areas, leveraging 20 years of experience to help clients structure, negotiate and ...
Stephanie Berdik is a partner in the Investment Funds Practice Group in the Boston office of Kirkland & Ellis LLP. Stephanie’s practice focuses on advising U.S. and non-U.S. private investment fund sponsors on all aspects of their business, including establishment of private investment funds, portfolio investment activities, capital raising, fund regulatory and compliance matters, and firm ownership and operational issues. She has worked with a variety of private fund sponsors and, ...
Matthew Giles is a partner in the firm’s Business Law Department. He is a member of the firm’s Private Investment Funds group, Real Estate Industry group, and Capital Markets practice. Mr. Giles’ practice includes real estate and private equity fund formation, domestic and international securities offerings, partnership and limited liability company law and mergers and acquisitions, with a focus on REITs and real estate capital markets. His corporate practice also includes s...
Sean is a corporate partner in Kirkland’s Investment Funds Group who focuses on representation of investment managers in all aspects of their business and operations, with a particular emphasis on formation of private investment funds, and in structuring and execution of secondary transactions. He is described by clients in Chambers USA as “clearly a gem” who is “hands-on, precise and articulate” and “very practical and business-minded.” Chambers Glob...
Marguerite’s practice focuses on advising U.S. and non-U.S. fund sponsors regarding the tax aspects of forming and operating private investment funds, including credit, buyout, venture capital, secondary and funds of funds, as well as on advising fund sponsors regarding their internal economic arrangements. Marguerite also advises various types of institutional investors in their investments in private investment funds and represents buyers and sellers in secondary transactions. In the ...
Malcolm B. Nicholls III is a partner in the Corporate Department. He has over fifteen years of experience in the private equity field, with a focus on national and international private equity transactions. Malcolm advises private equity fund managers, institutional investors and investment advisors on a broad range of issues, including fund formations, secondary transactions, portfolio investments, internal governance and divestments and distributions. A significant portion of Malcolm’...
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