Feature

Our Hedge Fund Deskbook: The Only Guide You Need for Formation and Operation

February 25, 2016

Hedge funds and their managers are anything but uniform in structure and strategy, and approaches are changing all the time. That’s why Morgan Lewis’s annual Hedge Fund Deskbook is so useful to hedge fund managers and compliance professionals. Covering everything from formation and marketing to regulation and compliance, the 2015-2016 Hedge Fund Deskbook serves as a comprehensive source for organizing and operating hedge funds.

In addition to contact information for lawyers on Morgan Lewis’s Private Investment Funds team and in related service areas, our guide contains individual chapters covering:

  • Formation
  • Marketing
  • Regulation
  • Compliance
  • Operation
  • Enforcement
  • Employment-Related Matters

For additional information, contact lead authors Ethan Johnson, Tim Levin, or Jedd Wider.

GLOBAL GUIDANCE

With more than 150 lawyers around the globe, Morgan Lewis’s Investment Management team offers one of the largest, most comprehensive range of legal services in the industry. Working from offices across North America, Europe, Asia, and the Middle East, our lawyers advise hedge funds, their managers, and investment activities with respect to every major jurisdiction around the world. Whether a client seeks assistance for a promising start-up fund or a well-established one, we advise on the development of—and investment in—hedge funds across all strategies and asset classes.

COMPREHENSIVE REPRESENTATION

We handle the full spectrum of legal and regulatory issues managers face at the various stages of development—from seeding and lead investments and securities matters, to mergers and acquisitions and banking, employment, immigration, and intellectual property concerns. Clients turn to us for our market-leading capability related to novel and complex structures for hedge fund formation and investment. In addition to hedge funds, these include private equity, commodity, energy, real estate, and infrastructure funds, as well as separate managed accounts, investment management agreements, nondiscretionary joint ventures, team lift-outs, and investment platform launches.

LEADING REGULATORY TEAM

Our leading hedge fund regulatory team includes lawyers who have served with the US Securities and Exchange Commission, the Financial Industry Regulatory Authority, the Commodity Futures Trading Commission, US banking agencies, the US Department of Justice, the Internal Revenue Service, and other oversight bodies. We represent hedge funds in complex regulatory enforcement and securities litigation, tax litigation and controversy, and investment management matters.

Ranked by Chambers USA and The US Legal 500, our lawyers represent more than 50% of the world’s 50 largest hedge funds and six of the world’s 10 largest hedge fund managers. Learn more about our Investment Management services.

ACCOLADES

  • Ranked, Investment Funds: Hedge Funds, Chambers USA (2015)
  • Ranked, Alternative/Hedge Funds, The Legal 500 US (2015)