Department profile
Vedder

Registered Funds

USA Guide 2026 : USA - Nationwide


Vedder

Rankings

Chambers Review

Provided by Chambers

Registered Funds - USA - Nationwide

Band 2

Band 2


What the Team is Known For

Vedder represents open- and closed-end funds across an array of regulatory, transactional and compliance issues. The firm typically advises on matters relating to derivatives and structured products, CFTC procedures, and tax and ERISA affairs. It is notable for its strength in the area of mutual funds and ETFs.

Work Highlights

Provided by Chambers

  • Vedder acts as counsel for the independent trustees of State Street Investment Management's Select Sector SPDR ETFs, advising on a range of 1940 Act regulations.

Strengths

Provided by Chambers

  • Vedder has expert knowledge of financial services and specifically 1940 Act regulations.

    Registered Funds respondentUSA

Notable Practitioners

Provided by Chambers

  • Band 1Cathy Gonzales O'Kelly
    Band 1Cathy Gonzales O'Kelly

    Cathy Gonzales O'Kelly

    Cathy Gonzales O'Kelly's formation and operation expertise covers mutual and closed-end funds and ETFs.
    • Cathy is top-drawer; she has functional expertise at a deep level.

      Registered Funds respondentUSA
  • Band 2Marguerite Bateman
    Band 2Marguerite Bateman

    Marguerite Bateman

    Marguerite Bateman is acknowledged for her exemplary representation of independent trustees of registered funds and ETFs.
    • Marguerite's service to the industry as a whole and various clients within the industry gives her a wide field of vision.

      Registered Funds respondentUSA
  • Band 4David Baum
    Band 4David Baum

    David Baum

    David Baum 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 extremely well-qualified and provides excellent counsel.

      Registered Funds respondentUSA
  • Band 4John S. Marten
    Band 4John S. Marten

    John S. Marten

    John Marten is well versed in advising independent trustees on all matters relating to the operation of funds.
    • John does a tremendous job of combining his expertise with the ability to build and maintain relationships. He has a unique ability to focus on the issues which are most important to our situation.

      Registered Funds respondentUSA
  • Band 4Renee Hardt
    Band 4Renee Hardt

    Renee Hardt

    Renee Hardt is esteemed for her registered fund expertise, including independent trustee representation.
    • Renee is very informed and responsive.

      Registered Funds respondentUSA
  • Band 5Amy Ward Pershkow
    Band 5Amy Ward Pershkow

    Amy Ward Pershkow

    Amy Ward Pershkow's practice involves advising independent boards of trustees and investment companies on ’40 Act compliance.
    • Amy is an extraordinary resource for us and brings a breadth of knowledge and experience.

      Registered Funds respondentUSA
  • Band 5Deborah Eades
    Band 5Deborah Eades

    Deborah Eades

    Deborah Bielicke Eades routinely offers advice and guidance to clients relating to open- and closed-end funds.

    • Deborah is very good on the cutting edge.

      Registered Funds respondentUSA

Ranked Individuals at Vedder (7)

USA - Nationwide

Vedder has rankings in the following guides

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