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 presented at a number of industry conferences on investment management-related matters, including at conferences sponsored by the Managed Funds Association and the National Association of Public Pension Attorneys, as well as at conferences sponsored by Morgan Lewis in New York, London, Chicago, Boston, and Dallas. Joe has also published articles on fund formation, investment management, and secondary transaction matters in Hedge Fund Legal & Compliance Digest, HedgeFund Intelligence’s Absolute Return magazine, PEI’s Secondaries Investor publication, and the Morgan Lewis Hedge Fund Deskbook.
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)