- Establishing corporate entities (e.g., limited liability companies, limited partnerships) to serve as holding companies, investment adviser entities, and private lending companies;
- Drafting a non-disclosure and profit-sharing agreement related to proprietary securities trading software;
- Conducting due diligence on a private Canadian technology company as the issuer of a security on behalf of a prospective investor;
- Drafting a loan agreement on behalf of an investment fund;
- Drafting and negotiation of a letter of intent and side letter agreement between a SEC RIA and a large Russian seed capital investor;
- Negotiating the terms of sub-investment advisory agreements;
- Filing for certificates of authority for foreign companies doing business in U.S. states, including New York among others; and
- Establishment of a Cayman Islands exempted company as an investment (commodities) manager clearing through a Swiss execution and clearing platform.
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Practice Areas
U.S. Hedge Funds and Investment Funds
Non-U.S.("Offshore") Hedge Funds and Investment Funds
Registered Investment Companies ("Mutual Funds")
Private Equity and Venture Capital
Registered Investment Advisers (SEC & State Specific)
Commodity Pool Operators ("CPO") and Commodity Trading Advisers ("CTA")
Securities Law
Taxation
General Corporate
Attorneys
Transaction History
U.S. Hedge Funds and Investment Funds
Non-U.S.("Offshore") Hedge Funds and Investment Funds
Registered Investment Companies ("Mutual Funds")
Private Equity and Venture Capital
Registered Investment Advisers (SEC & State Specific)
Commodity Pool Operators ("CPO") and Commodity Trading Advisers ("CTA")
Securities Law
Taxation
General Corporate
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