Chambers Review

Provided by Chambers

Registered Funds - USA - Nationwide

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

  • 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

Notable Practitioners

Provided by Chambers

Cathy Gonzales O'Kelly
1
Cathy Gonzales O'Kelly
1
Band 1
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.

Marguerite Bateman
2
Marguerite Bateman
2
Band 2
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.

4
David Baum
4
Band 4

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.

John S. Marten
4
John S. Marten
4
Band 4
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.

Renee Hardt
4
Renee Hardt
4
Band 4
Renee Hardt is esteemed for her registered fund expertise, including independent trustee representation.

Renee is very informed and responsive.

Amy Ward Pershkow
5
Amy Ward Pershkow
5
Band 5
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.

Deborah Eades
5
Deborah Eades
5
Band 5

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.

Ranked Lawyers at
Vedder

Provided by Chambers
Filter by
Band

USA - Nationwide

Registered Funds

Cathy Gonzales O'Kelly
1
Cathy Gonzales O'Kelly
1
Band 1
Marguerite Bateman
2
Marguerite Bateman
2
Band 2
4
David Baum
4
Band 4
John S. Marten
4
John S. Marten
4
Band 4
Renee Hardt
4
Renee Hardt
4
Band 4
Amy Ward Pershkow
5
Amy Ward Pershkow
5
Band 5
Deborah Eades
5
Deborah Eades
5
Band 5