Registered Funds - USA
Band 2
What the Team is Known For
Strengths
They are thoughtful, analytic and personable. They are very knowledgeable and always come prepared.
Vedder excels in their industry knowledge. They are invaluable.
Vedder is leading on complex ETFs. They have a very strong understanding of markets, structure, product mechanics and distribution channels.
They are a one-stop shop with a broad group of experts. There is an ethos at the firm that the client matters and comes first, and they have the experts to assist them on any issue.
They have a deep bench of knowledgeable and experienced lawyers. They work to stay ahead of industry matters, new challenges and products. They anticipate new matters adding resources when required.
Work Highlights
Vedder Price represented the Independent Trustees of SPDR Funds.
Notable practitioners
Cathy Gonzales O'Kelly's formation and operation expertise covers mutual and closed-end funds and ETFs.
Cathy is a seasoned lawyer. I am impressed with her skills in working with boards and communicating complex matters in a digestible way.
Cathy is the most talented lawyer I've ever worked with. Not only from a technical perspective, but she has an uncanny ability to really understand our role and give extremely practical advice.
Cathy has a wealth of knowledge accumulated and has the perspective from which to measure current issues.
Marguerite Bateman is acknowledged for her exemplary representation of independent trustees of registered funds and ETFs.
She's fantastic. Marguerite has technical expertise and is excellent in navigating boardrooms.
Renee Hardt is esteemed for her registered fund expertise, including independent trustee representation.
Renee is an excellent attorney and a pleasure to work with.
Renee is exemplary.
Renee has excellent communication skills.
Amy Ward Pershkow's practice involves advising independent boards of trustees and investment companies on ’40 Act compliance.
Amy brings a perspective that is nuanced and specific. She is detail-oriented and absorbs the issue before formulating advice, which I appreciate.
Amy is excellent.
Amy is an outstanding all-round legal expert. She is super client-focused, is an excellent counsellor and really puts the clients first to ensure we get an extremely high level of service.
David Baum of Alston & Bird LLP has a distinguished practice in the space. His practice covers a wide array of issues, including advising on fund formation and matters relating to the ’40 Act.
David is very knowledgeable.
David is a very thoughtful lawyer.
David is excellent and gives very clear advice. We would highly recommend him.
Deborah Bielicke Eades routinely offers advice and guidance to clients relating to open and closed-end funds.
She is very capable.
Deborah is an outstanding lawyer in terms of her knowledge.
John Marten is well versed in advising independent trustees on all matters relating to the operation of funds.
John is an excellent attorney and a pleasure to work with.
John has a strong legal mind, a positive demeanor, great instincts and excellent communication skills.
I think of him as a superstar and he is great to work with. His knowledge is outstanding and his advice is always spot on, practical and very well grounded.
