Edward Klees

Ed has more than 25 years of experience in investment management, regulatory oversight, risk management, operations, and compliance and ethics programs for both institutional investors and investment advisors. He represents universities, hospitals, foundations, pension plans, family offices and outsourced chief investment offices, among other institutional investors.

Ed is considered a national thought leader on legal, compliance and policy issues relating to institutional investment. He was a member of the Institutional Limited Partners Association’s steering committee on the adoption of model limited partnership forms and a model non-disclosure agreement. Ed is a former chair of the American Bar Association’s Institutional Investors Committee and a frequent author and speaker on institutional investment issues. He is the author of the leading paper on bank custody law and has been recognized by the U.S. Securities and Exchange Commission in this area of law. He also is co-author, with Nobel Prize winner H. Robert Horvitz, Ph.D., of Connecting with Companies: A Guide to Biomedical Consulting Agreements.

Ed is a former general counsel of the University of Virginia Investment Management Company, where he advised on a range of institutional investment topics, including securities and investment advisory laws, investment advisory contracts, bank custody and international issues.

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