Morgan Lewis

Investment Management

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26 news articles found
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Apr 27, 2012 - Morgan Lewis Advises Wells Fargo on Purchase of Merlin Securities

Morgan Lewis advised Wells Fargo Securities on its acquisition of Merlin Securities, LLC.

Feb 13, 2012 - Economic Situation Complicates Reform Of Money Market Funds, SEC Official Says, Securities Regulation & Law Report

Morgan Lewis partner Andrew J. "Buddy" Donohue is quoted.

Feb 06, 2012 - Morgan Lewis Expands Existing Derivatives and Commodity Futures Platform with Addition of Leading Chicago-based Partner

Morgan Lewis today announces that Michael M. Philipp has joined the firm as a partner in its Financial Services, Investment Management and Securities Industry practice, resident in Chicago.

Sep 21, 2011 - Former GC of Jefferies Returns to Morgan Lewis’ Securities Practice

Morgan Lewis today announced that Lloyd H. Feller has returned to the firm as senior counsel in its Investment Management and Securities Industry Practice, resident in New York.

Sep 01, 2011 - Record Penalty Makes Case For Forex Compliance Reviews, Compliance Reporter

Georgia Bullitt and Michael Piracci are quoted.

Aug 31, 2011 - Mutual Funds Face Curbs on Using Derivatives to Boost Returns, Bloomberg Government (read the article)

Georgia Bullitt is quoted.

Aug 30, 2011 - Will Sub Share Class Fix Money Funds?, Ignites

Investment Management partner Buddy Donohue discusses the subordinate share class as a proposed money market fund solution.

Aug 08, 2011 - Advisers' Little Secret: Their Past Results, The Wall Street Journal

Investment Management partner Steve Stone discusses how published performances are rare among advisers who work with individual investors.

Jun 23, 2011 - Morgan Lewis Partner to Testify Before House Subcommittee on Oversight of Mutual Fund Industry

 Andrew "Buddy" Donohue will testify before the Capital Markets and Government Sponsored Enterprises subcommittee of the House Financial Services Committee regarding oversight of the mutual fund industry.

Mar 07, 2011 - Former Director of SEC Division of Investment Management Buddy Donohue to Join Morgan Lewis

Morgan Lewis announces that Buddy Donohue will join the firm as a partner in its Investment Management practice in New York.

Nov 15, 2010 - Firms Tweak Active ETF Design to Thaw SEC Freeze, Ignites

John McGuire discusses the SEC statement that it would suspend review of any applications for exemptions to the '40 Act for active and leveraged ETFs.

Feb 22, 2010 - Industry Bashes FINRA Foreign Finder Pitch, Compliance Reporter, Vol. 17, No. 7

Ethan Johnson discusses the current lack of precedent and guidance regarding the new FINRA proposal to eliminate rules on paying foreign finders.

Jan 26, 2010 - Morgan Lewis Advises Better Place on $350 Million Financing

Better Place this week announced that it has signed an agreement with an HSBC-led investor consortium for new equity financing of $350 million.

May 28, 2009 - Compliance Officers Need To Be Wary, Experts Say, Financial Advisor

Monica Parry is quoted, noting that compliance officers need to stay alert for new risks to the adviser's business arising out of the current market environment.

Apr 16, 2009 - iShares Lending Profits Not Barclays’ To Sell, Dow Jones Newswires

John McGuire discusses iShares Board's future securities lending options outside of Barclays.

Apr 01, 2009 - What Gives Industry Experts Hope, Ignites

John McGuire comments on lessons learned in the mutual fund industry and promising innovations for the future of the industry.

Feb 13, 2009 - Chamber of Commerce Seeks More Efficient SEC, Ignites

John McGuire discusses the rule-making process of the SEC.

Feb 04, 2009 - Morgan Lewis Continues Dramatic Growth of Employee Benefits and Executive Compensation Practice with Fiduciary Team in Washington, D.C.

Morgan Lewis today announced the addition of two more attorneys to its Employee Benefits and Executive Compensation Practice.

Mar 31, 2008 - Morgan Lewis Boosts Cross-Border Capabilities with New Funds Partner in Paris

Morgan Lewis today announced the addition of Ann G. Baker—formerly the Paris head of the private equity fund formation practice at Debevoise & Plimpton—as a partner in its Business & Finance Practice, resident in the firm’s Paris

Feb 01, 2008 - The Impact of FINSA on Foreign Acquisitions in the U.S., Financier Worldwide

Stephen Paul Mahinka is quoted on the impact of the Foreign Investment and National Security Act (FINSA) on foreign acquisitions in the U.S.

Nov 12, 2007 - Morgan Lewis continues growth with new partner hire

Morgan Lewis is pleased to announce the expansion of its international corporate finance capability with the hire of Iain Wright as a partner in its London office.

Sep 14, 2007 - 141 Morgan Lewis Lawyers Receive The Best Lawyers in America (2008)

141 Morgan Lewis lawyers have been recognized in The Best Lawyers in America 2008.

Jun 18, 2007 - Jennifer L. Klass Joins Morgan Lewis: Returns to the firm after three years with Goldman Sachs

Morgan, Lewis & Bockius LLP is pleased to announce that Jennifer L. Klass has joined the firm as a partner in the Investment Management Practice.

Jun 14, 2007 - Morgan Lewis Launches New 2007 Hedge Fund Deskbook

Morgan Lewis is pleased to announce the launch of the new edition of the 2007 Hedge Fund Deskbook.

Jul 07, 2006 - Former Morgan Stanley Executive Director Joins Morgan Lewis: Georgia Bullitt Now with Securities Practice and Investment Management Practice

Georgia Bullitt, formerly the Executive Director of Morgan Stanley, has joined Morgan Lewis as a Partner in the Securities Practice and the Investment Management Practice.

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