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 & Mutual Funds - Massachusetts

2
Band 2

What the Team is Known For

Morgan, Lewis & Bockius LLP is held in high esteem for its adept representation of hedge funds, mutual funds and mutual fund independent directors. Clients include new funds, established managers, activist investors and alternative investment fund platform providers. Clients benefit from the firm's expertise in Europe, the Middle East and Asia.

Work Highlights

  • Morgan, Lewis & Bockius LLP represented MIRI Capital Management on a take-private transaction for its hedge fund.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Roger P Joseph
S
Roger P Joseph
S
Senior Statespeople
Roger Joseph's work with registered fund complexes regularly involves acting on fund formations.

Morgan Lewis & Bockius is well regarded in the mutual fund space.

Richard A Goldman
1
Richard A Goldman
1
Band 1
Richard Goldman has substantial experience in advising US and international hedge funds. Clients benefit from his expertise in fund launches and the establishment of credit facilities.

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

Lea Anne Copenhefer
3
Lea Anne Copenhefer
3
Band 3
Lea Anne Copenhefer is well known for her representation of registered funds and their directors.

Lea Anne is excellent.

Barry Hurwitz
4
Barry Hurwitz
4
Band 4
Barry Hurwitz has a robust practice advising funds and their managers on transactional and regulatory matters.
Toby R Serkin
4
Toby R Serkin
4
Band 4
Toby Serkin assists a range of funds and asset managers on formation and compliance issues.

Toby is client-oriented and very attuned to business goals.

Ranked Lawyers at
Morgan, Lewis & Bockius LLP

Provided by Chambers
Filter by
Band

Massachusetts

Hedge & Mutual Funds

Roger P Joseph
S
Roger P Joseph
S
Senior Statespeople
Richard A Goldman
1
Richard A Goldman
1
Band 1
Lea Anne Copenhefer
3
Lea Anne Copenhefer
3
Band 3
Barry Hurwitz
4
Barry Hurwitz
4
Band 4
Toby R Serkin
4
Toby R Serkin
4
Band 4

Members

Provided by Morgan, Lewis & Bockius LLP