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Morgan, Lewis & Bockius LLP
Department profile | Morgan, Lewis & Bockius LLP
Registered Funds

Chambers Review

Provided by Chambers

Registered Funds - USA

2
Band 2

What the Team is Known For

Morgan, Lewis & Bockius offers expertise across all aspects of the registered fund space, including ETFs, money market vehicles and mutual fund complexes. Advises in connection with ’40 Act matters and the full range of state and federal regulatory matters. Noted for its ability to handle the international aspects of investments, working with experts in the firm's offices globally.

Work Highlights

Provided by Morgan, Lewis & Bockius LLP

  • Morgan, Lewis & Bockius advised SEI Investments Company on launching its first interval fund.

Strengths

Provided by Chambers

"Morgan Lewis is a go-to firm for complex and sophisticated matters."

Registered Funds respondent
Global

"The lawyers at Morgan Lewis are very professional, knowledgeable and effective. The firm has a deep pool of talented individuals."

Registered Funds respondent
Global

"Morgan Lewis has an extremely deep and expert team."

Registered Funds respondent
Global

Notable Practitioners

Provided by Chambers

W John McGuire
1
W John McGuire
1
Band 1
John McGuire has cultivated a market-leading reputation in the ETF marketplace.
"He is an ETF expert."
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Lea Anne Copenhefer
2
Lea Anne Copenhefer
2
Band 2
Lea Anne Copenhefer is equally capable acting for major investment advisers and the independent directors of registered funds. Her work includes the formation of both public and non-traded funds.
"Her business-friendly approach combined with subject matter expertise and judgment sets her apart."
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Roger P Joseph
2
Roger P Joseph
2
Band 2
Roger Joseph's international registered funds work includes a number of major fund launches.
"He is a very good lawyer."
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Timothy W Levin
3
Timothy W Levin
3
Band 3
Timothy Levin has in-depth knowledge of mutual funds and regularly handles fund formation.
"He is fantastic. He has a practical approach to matters."
"Timothy is very smart and a really good attorney."
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Sean Graber
4
Sean Graber
4
Band 4
Sean Graber's broad caseload ranges from establishing funds to M&A and operational matters. He has additional experience advising on novel issues such as auction funds.
"He has extensive knowledge and produces an excellent work product."
"Sean is an amazing lawyer."
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Thomas S Harman
4
Thomas S Harman
4
Band 4
Thomas Harman's wide practice encompasses complex UCITS and closed-end fund issues.
"Thomas is a great attorney, always responsive and an excellent sounding board."
"He provides sound judgment."
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Chris Menconi
5
Chris Menconi
5
Band 5
Chris Menconi is especially well reputed for his understanding of publicly traded funds.
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Laura E. Flores
5
Laura E. Flores
5
Band 5
Laura Flores is adept at advising ETFs and their managers on launches and registration with the SEC.
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Ranked Lawyers at
Morgan, Lewis & Bockius LLP

Provided by Chambers
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USA

Registered Funds
W John McGuire
1
W John McGuire
1
Band 1
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Lea Anne Copenhefer
2
Lea Anne Copenhefer
2
Band 2
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Roger P Joseph
2
Roger P Joseph
2
Band 2
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Timothy W Levin
3
Timothy W Levin
3
Band 3
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Sean Graber
4
Sean Graber
4
Band 4
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Thomas S Harman
4
Thomas S Harman
4
Band 4
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Chris Menconi
5
Chris Menconi
5
Band 5
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Laura E. Flores
5
Laura E. Flores
5
Band 5
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