Morgan, Lewis & Bockius LLP, Investment Funds: Investor Representation

About

Provided by Morgan, Lewis & Bockius LLP

Morgan Lewis lawyers are investment funds industry leaders with in-depth knowledge of all asset classes and every stage of the fund lifecycle—from fund formation onward, advising on every type of fund and portfolio company transaction, regulatory, and litigation matter along the way. Our practice has a global footprint covering six continents and our practice and lawyers are ranked by Chambers Global and Chambers USA.

Our customized, innovative approach helps guide clients through new product development, cross-border transactions, and regulatory and compliance issues on behalf sponsors, funds, and investor groups across the sector. We advise fund sponsors and investment managers in forming new funds and managed accounts, assessing potential strategic arrangements and investment opportunities, and maintaining compliance with complex domestic and international regulations. We counsel institutional investors on structuring their global investment and training programs and represent them on their primary investments, co-investments, and secondary investments.

Chambers Review

Provided by Chambers

Investment Funds: Investor Representation - USA - Nationwide

Band 1

What the Team is Known For

Morgan, Lewis & Bockius has a well-regarded private funds group offering one of the most extensive global institutional investor practices. It is also distinguished for its experience representing financial institutions acting as sponsors, investors and buyers and sellers in the secondary market. Other clients include sovereign wealth funds and US public pension plans.

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Work Highlights

Morgan, Lewis & Bockius represented the State Board of Administration of Florida in its capacity as trustee of the Florida Retirement System Trust Fund in a series of investments into private equity, private credit and special situations funds.

Strengths

Provided by Chambers

Morgan Lewis has a very well-established, and deep, LP-side practice, with many lawyers focusing on that kind of work.

Investment Funds: Investor Representation respondent
USA

Morgan Lewis has a very well-established, and deep, LP-side practice, with many lawyers focusing on that kind of work.

Investment Funds: Investor Representation respondent
USA

Notable Practitioners

Provided by Chambers

Courtney Nowell

Band 1

Courtney Nowell is routinely called upon by sovereign wealth funds and pension plans to advise on a broad range of issues, including joint ventures and co-investment transactions.

Courtney is an excellent lawyer with an excellent reputation.

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Carrie Rief

Band 2

Carrie Rief regularly represents major pension funds and banking institutions in their investments and co-investments. She is adept at advising clients on matters related to private equity and venture capital funds.

Carrie is very knowledgeable about private equity and private fund investments.

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Christopher J Dlutowski

Band 3

Christopher Dlutowski is acknowledged for his strength in assisting institutional investors on their private equity and hedge fund investments.

Chris has strong subject matter expertise.

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Sarah E Connolly

Band 4

Sarah Connolly is routinely called upon by pension funds to provide counsel in this space. She has experience of advising clients on investments into a number of funds, including private equity, real estate and hedge funds.

Sarah is an amazing attorney and very knowledgeable in the area. She is very client-focused and provides outstanding customer service.

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