Chambers Review
Provided by Chambers
Registered Funds - USA
What the Team is Known For
Vedder Price represents open and closed-end funds across an array of regulatory, transactional and compliance issues. Typically advises on matters relating to derivatives and structured products, CFTC procedures, and tax and ERISA affairs. Notable for its strength in the area of mutual funds and ETFs.
Strengths
"Vedder Price's practitioners are very knowledgeable."
"The team is proactive, thorough and a pleasure to work with."
Work Highlights
Vedder Price represented the Independent Trustees of Invesco ETFs in connection with two acquisitions of external suites of funds.
Notable practitioners
Cathy Gonzales O'Kelly's formation and operation expertise covers mutual and closed-end funds and ETFs.
"She is a top-notch lawyer."
"Cathy provides excellent service and has good business judgment."
Marguerite Bateman is acknowledged for her exemplary representation of independent trustees of registered funds and ETFs.
"Marguerite is an excellent lawyer."
Renee Hardt is esteemed for her registered fund expertise, including independent trustee representation.
"She is an excellent adviser and has a lot to add in terms of her experience and judgment."
"Renee is very knowledgeable."
Amy Ward Pershkow's practice involves advising independent boards of trustees and investment companies on ’40 Act compliance.
Deborah Bielicke Eades routinely offers advice and guidance to clients relating to open and closed-end funds.
John Marten is well versed in advising independent trustees on all matters relating to the operation of funds.
"He is very knowledgeable and easy to work with."