Lea Anne Copenhefer’s practice focuses primarily on the representation of registered funds and their advisers and independent directors. Clients include the Transamerica Funds, Legg Mason Fixed Income Funds, a number of American Funds and their independent directors, the Brandes Funds and their independent directors, Pacific Heights Asset Management (adviser to The Permanent Portfolio), Canyon Partner’s River Canyon Fund Management, and the independent directors of AXA Equitable’s mutual funds. Lea Anne also participates in the representation of several other mutual funds and fund boards.
Lea Anne also performs special projects for mutual funds and fund directors, including complex restructurings, acquisitions, regulatory reviews and investigations, and litigation. Lea Anne has been responsible for significant portions of large-scale compliance program reviews.
Before joining Morgan Lewis, Lea Anne was a partner in the investment management practice of another international law firm, where she was a former member of the firm committee.
The University of Chicago Law School, 1985, Juris Doctor
Yale University, 1982, Bachelor of Arts, summa cum laude, with Honors
Massachusetts Supreme Judicial Court
US Court of Appeals for the First Circuit
US District Court for the District of Massachusetts
Awards and Affiliations
Ranked, Hedge & Mutual Funds, Massachusetts, Chambers USA (2019)
Ranked, Investment Funds: Registered Funds, Nationwide, Chambers USA (2019)
Recommended, Investment fund formation and management: Mutual/registered/exchange-traded funds, The Legal 500 US (2008–2010, 2012, 2014, 2016–2019)
Member, Practice Group of the Year, Asset Management, Law360 (2017)