About

Provided by Morgan, Lewis & Bockius LLP

With more than 150 lawyers on our team, we have one of the largest international hedge fund practices based upon the number and size of hedge fund clients and transactions. We represent all types of domestic and offshore hedge funds, across a broad range of investment and financing strategies, including customized and captive funds, crossover funds, hybrid hedge/private equity funds, funds of funds, master-feeder funds, and permanent capital vehicles.

We represent more than 800 global hedge fund managers, broker-dealers, and asset managers, including more than 50% of the world’s 50 largest hedge funds. Our clients include seven of the 10 largest hedge fund managers (based on assets under management (AUM)) and more than 100 institutional investors in connection with their fund structuring and formation, managed account and seeding programs, securities and regulatory advice, and investment programs.

We advise managers on all major issues relating to startups, spinouts, seeding and lead investments, fund formation, managed accounts and “funds of one,” derivatives and structured products, securities, regulatory and enforcement, M&A, tax issues, Employee Retirement Income Security Act (ERISA) and fiduciary, employment, and intellectual property.

Chambers Review

Provided by Chambers

Hedge Funds - USA - Nationwide

2
Band 2

What the Team is Known For

Morgan, Lewis & Bockius brings to bear global resources to counsel fund managers, broker-dealers and institutional investors on fund formation, securities and corporate matters, with additional strength in the securities regulatory enforcement space. The firm provides counsel on a global scale throughout the process of fund development. It is experienced in crossover, master-feeder, customized and captive funds.

Work Highlights

  • Morgan Lewis advised MIRI Capital Management on the launch of a new fund.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Jedd H Wider
3
Jedd H Wider
3
Band 3
Jedd Wider is well versed in the establishment of a variety of hedge funds, including feeder funds.

Jedd is deeply valued by his clients, is a master negotiator and has an exceptional ability to dissect, analyze and present creative and innovative solutions. A truly exceptional attorney.

Richard A Goldman
3
Richard A Goldman
3
Band 3
Richard Goldman is proficient in a broad range of hedge fund transactions and is noted for his experience in complex fund structuring.

Richard is a great asset to us and a great adviser.

5
Leonora Shalet
5
Band 5

Leonora Shalet is adept at advising clients on fund structuring and formation.

Leonora is a really strong lawyer.

Zeke Johnson
5
Zeke Johnson
5
Band 5
Zeke Johnson has a broad practice which encompasses advising investment managers on issues surrounding master-feeder and secondary funds.

Zeke is an outstanding lawyer.

Zeke is eminently practical and understands our business and legal needs.

Ranked Lawyers at
Morgan, Lewis & Bockius LLP

Provided by Chambers
Filter by
Band

USA - Nationwide

Hedge Funds

Jedd H Wider
3
Jedd H Wider
3
Band 3
Richard A Goldman
3
Richard A Goldman
3
Band 3
5
Leonora Shalet
5
Band 5
Zeke Johnson
5
Zeke Johnson
5
Band 5

Members

Provided by Morgan, Lewis & Bockius LLP