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

  • Morgan Lewis represented Guggenheim Investments in the sale and reorganization of 21 mutual and variable insurance funds to New Age Alpha.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Roger P Joseph
S
Roger P Joseph
S
Senior Statespeople
Roger Joseph's international registered funds work includes a number of major fund launches.
W John McGuire
1
W John McGuire
1
Band 1
John McGuire has cultivated a market-leading reputation in the ETF marketplace.

John is a leader in the industry.

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.

Lea Anne is excellent and super smart.

Timothy W Levin
3
Timothy W Levin
3
Band 3
Timothy Levin has in-depth knowledge of mutual funds and regularly handles fund formation.

Tim brings excellent commercial awareness and sophistication.

Timothy is terrific to work with. He is practical, engaged and responsive.

Tim understands the bigger picture.

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 does an outstanding job in delivering excellent service.

Sean is a magnificent attorney and an incredible engagement partner.

Chris Menconi
5
Chris Menconi
5
Band 5
Chris Menconi is especially well reputed for his understanding of publicly traded funds.

Chris is knowledgeable and takes a very pragmatic approach. He does a very good job of breaking down matters and explaining it for what it really is. Chris does a good job of summarising legal terms.

Chris is a great lawyer. He is very commercial and thoughtful.

Chris combines extensive experience with a strong sense of client needs.

He is very practical, efficient and incredibly intelligent.

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.

Laura is very practical and knows this market well. She gives top level advice and is great to work with.

She is very knowledgeable of ETFs and is very creative in this space.

5
Mark F Parise
5
Band 5

Mark Parise is held in high regard for his expertise in closed-end and mutual funds, as well as ETFs.

Mark is a fabulous attorney to work with. He provides insightful and practical legal solutions.

Mark knows the space very well and gives very practical advice. He always provides clients with top quality advice.

Mark is thorough, informed, committed, well-prepared and regularly goes above and beyond. Mark is an expert in his field and his advice and guidance is seamless.

Ranked Lawyers at
Morgan, Lewis & Bockius LLP

Provided by Chambers
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Band

USA

Registered Funds

Roger P Joseph
S
Roger P Joseph
S
Senior Statespeople
W John McGuire
1
W John McGuire
1
Band 1
Lea Anne Copenhefer
2
Lea Anne Copenhefer
2
Band 2
Timothy W Levin
3
Timothy W Levin
3
Band 3
Sean Graber
4
Sean Graber
4
Band 4
Chris Menconi
5
Chris Menconi
5
Band 5
Laura E. Flores
5
Laura E. Flores
5
Band 5
5
Mark F Parise
5
Band 5