Biography
Recognition
- Capital Pro Bono High Honor Roll 2018
Professional & Community Affiliations
- Maryland State Bar Association
- District of Columbia Bar
- NewTower Trust Company, Director
News & Insights
Legal Alert: “Investing in All of America Act” Expands SBIC Leverage Caps and Incentives for Critical Technology Investment
Read More about Legal Alert: “Investing in All of America Act” Expands SBIC Leverage Caps and Incentives for Critical Technology InvestmentSEC and CFTC Propose Form PF Threshold Changes Following Enhanced Coordination
Read More about SEC and CFTC Propose Form PF Threshold Changes Following Enhanced CoordinationLegal Alert: Department of Labor Advances Proposed Rule Expanding 401(k) Access to Private Capital
Read More about Legal Alert: Department of Labor Advances Proposed Rule Expanding 401(k) Access to Private CapitalLegal Alert: U.S. Venture Capital Firms Should Prepare for New California Demographic Reporting Requirements
Read More about Legal Alert: U.S. Venture Capital Firms Should Prepare for New California Demographic Reporting RequirementsLegal Alert: SEC Risk Alert Highlights Examination Pratfalls Under the Marketing Rule
Read More about Legal Alert: SEC Risk Alert Highlights Examination Pratfalls Under the Marketing RuleResults
Fund Formation and Maintenance
Represented an international investment adviser in connection with the formation and maintenance of five funds-of-funds and related investment vehicles with total capital commitments of approximately $5 billion, including drafting and negotiating all fund documents and side letters.
Represented an international investment adviser in connection with the formation of more than 14 separately managed accounts for public pension plans and other large institutional investors.
Represent fund of funds in connection with formation of sidecar and special purpose vehicles.
Represent investment fund manager in connection with various issues arising during the life cycle of its funds and separately managed accounts.
Represented alternative investment manager in connection with formation of an opportunity zone fund targeting capital commitments between $300 million and $500 million and focusing on venture capital investments in the education technology, technology-enabled food and beverage, life sciences and professional business services industries.
Represented a CA-based real estate development company focused on commercial real estate in connection with formation of its first institutional real estate private equity fund.
Represented a CA real estate investment company with formation and maintenance of a real estate fund with capital commitments of $500 million.
Represented a San Francisco-based technology company focused on the development of advanced machine learning and autonomous navigation systems in connection with formation of a venture capital fund to make investments for a multi-billion dollar investment fund.
Investment Transactions
Represent international investment manager in connection with investments by its institutional clients in venture capital funds, private equity funds, fund-sponsored co-investments and direct investments.
Represent global investment manager in connection with investments in emerging managers.
Represent fund-of-funds in connection with private equity, venture capital and real estate fund investments.
Represent global investment manager in connection with co-investment transactions.
Represent fund-of-funds in connection with global private equity fund investments.
Investment Adviser Regulatory Matters
Represent registered investment advisers in connection with regulatory compliance matters.
Represented investment adviser in connection with regulatory examination.
Represented exempt reporting adviser in connection with regulatory investigation.
Represent foreign bank in connection with US Investment Advisers Act compliance matters.