Organization of, and ongoing advice related to, US/non-US domiciled securities, commodities and other hedge funds, managed account platforms, private equity funds, funds of funds and insurance dedicated funds having a broad range of investment strategies, including quant, global macro, litigation finance and funding, real estate, life settlements, long/short, trade finance, CLO equity, longevity, royalties, energy, futures, credit, direct lending, asset-backed, real estate financing and development, financing, secondaries, venture capital, crypto currencies and other tokens, event driven, carry trade, tax liens and risk arbitrage, as well as advice to investment advisors, CPOs, CTAs, sovereign wealth funds, pension plans, wealth managers, family offices, traditional and fintech broker-dealers, banks and insurance companies with respect to the Investment Advisers Act, Commodity Exchange Act, securities laws, structuring, arbitrations, litigations, financings, insurance and related tax issues.
Co-Global Chair, Financial Services practice.
NY State Bar Association, NYC Bar Association and NYC Bar Association Committee on Commodities and Futures Law.
Author of numerous articles and frequent speaker on hedge funds, private equity funds, investment management, insurance products and related topics. Granted patent for Multi-Level Leverage Account Structure (patent number 7,966,238)(rights assigned to client). Additional patent pending.
University of Pennsylvania, BA; Benjamin N. Cardozo School of Law, JD.