Joseph D. Zargari focuses on the structuring, formation, investment in, and governance and regulation of US domestic and international hedge funds, private equity funds, funds of funds, venture capital funds, hybrid funds, captive funds, and other private investment funds. He also counsels on the investment activities of these funds, and provides legal and other transactional advice for investment managers.
Actively engaged in all aspects of the private funds practice, Joe represents many major financial institutions, fund managers, and investment banks in connection with the formation of their funds and their investment activities, as well as placement agents and other parties connected to these activities. He also represents managers and clients of separately managed accounts and captive funds.
Joe regularly represents clients engaged in secondary transactions (including traditional purchases and sales of fund interests, fund recapitalizations and restructurings, tender offers, and structured, stapled, and synthetic secondary deals) and is a frequent speaker on the subject. Joe advises secondary funds, institutional investors, pension plans, endowments, family offices, and other institutions in their capacities as buyers and sellers of private fund interests on the secondary market and has counseled clients in many of the recent leading secondary transactions.
Joe has been a contributing author to Morgan Lewis’ Hedge Fund Deskbook and has also co-authored a two-part article entitled “Considerations for Hedge Fund Managers and Investors Contemplating a Fund-of-One Vehicle,” which was featured in Hedge Fund Legal & Compliance Digest; the article “Impact of the ‘Hedge Fund Sunshine Act’ on the Hedge Fund Industry,” which was featured in HedgeFund Intelligence’s Absolute Return magazine; and the article “The 10 Commandments of Tender Offers,” which was featured in PEI’s Secondaries Investor publication.
State University of New York at Binghamton, 2002, B.A., Magna Cum Laude
State University of New York at Buffalo Law School, 2005, J.D., Cum Laude
Awards and Affiliations
Member, Practice Group of the Year, Asset Management, Law360 (2017)