Hedge & Mutual Funds
USA Guide 2024 : Massachusetts
Band 1
Contact number
+1 617 728 7100About
Provided by Dechert LLP
Mutual Funds: Our lawyers assist mutual funds and their advisers in connection with fund organization and registration, and the development and implementation of compliance and supervisory oversight procedures.
Our advice spans financial and regulatory compliance and reporting, disclosure obligations, trading and brokerage practices, error correction, soft-dollar compliance, valuation matters, anti-money laundering, Regulation S-P (privacy policies), proxy voting, books and records requirements, distribution practices, solicitation and advertising limitations, web site compliance, and relevant tax and ERISA matters.
Hedge Funds: Many of the world’s largest hedge fund and emerging fund managers turn to us for comprehensive, cross-border service. We advise many managers who wish to develop their strategies within more retail-based vehicles, including alternative mutual funds, exchange-traded funds and UCITS.
We keep pace with changes in the marketplace, such as hedge fund managers launching more private-equity-type structures and private equity managers exploring the more liquid hedge fund space. This has fueled growth in “hybrid” or “crossover” structures that share hedge and private equity type characteristics, such as a fixed term, commitment structures and in some cases the use of carry vehicles. We are well placed to provide support in this area, drawing on our depth in both the hedge fund and private equity spaces.
Chambers Review
Dechert LLP has a standout registered funds team offering expert advice and assistance on compliance and regulatory matters, as well as transactions. Also advises in connection with ancillary areas such as tax, ERISA and executive compensation matters. Enjoys a strong reputation for representing clients such as financial services firms and large fund complexes, with a significant footprint in the mid-market. Clients benefit from the firm's deep bench across various locations globally, including the Middle East, Europe and Asia.
Strengths
Provided by Chambers
"Dechert's team is excellent and they have a deep knowledge of the industry."
"Dechert is always very responsive to any matters that may arise."
"The team consistently provides thoughtful, well supported advice on complex regulatory matters."
"Dechert's team is excellent and they have a deep knowledge of the industry."
"Dechert is always very responsive to any matters that may arise."
"The team consistently provides thoughtful, well supported advice on complex regulatory matters."
Notable Practitioners
Christopher Harvey is widely recognized as a leading adviser to mutual funds and other registered investment vehicles.
"Christopher is an outstanding professional."
"He is certainly amongst the best of the best in this field and his expertise, experience and guidance is invaluable."
John O'Hanlon is well known for his work on registered fund launches.
"John is reliable, knowledgable and responsive. I have great confidence in the legal advice he provides."
"He is extremely knowledgable and very responsive."
Christopher Christian is particularly well regarded for his work with UCITS.
"He is very experienced and practical."
"He's extremely commercial, knowledgable and has great understanding of the client's business and is very responsive."
Michael McGrath is sought out by clients for his comprehensive advice on regulatory and transactional matters for asset managers.
"Michael is knowledgable, professional and experienced."
"His ability to solve complex problems is impressive."
Stephanie Capistron regularly acts as outside counsel to funds and their trustees.
Ranked Lawyers at
Dechert LLP
Massachusetts
Members
Provided by Dechert LLP