Morgan Lewis’s highly recognized institutional investor practice serves global institutional investors, including sovereign wealth funds, non-US pension funds, and US public and private pension plans. Our depth of knowledge, breadth of experience, and size make our practice one of the most comprehensive private fund legal practices in the industry, which is why some of the largest and most active institutional investors trust us when pursuing a broad range of investments.
We represent institutional investors in their commingled and single investor private equity, private debt, real estate, hedge, infrastructure, energy, venture capital, mezzanine, credit, and distressed asset funds; secondary market transactions; co-investments; direct investments; strategic partnerships; funds of funds; and separate accounts.
In addition to our more than 150 lawyers serving clients from offices around the world, our institutional investor clients benefit from our ability to draw on the resources and talents of our colleagues across myriad disciplines. We counsel on matters involving ERISA/fiduciary, real estate, tax, labor and employment, securities/regulatory, litigation, and bankruptcy aspects of their investment activities. Because we are able to provide a full spectrum of legal services, we are one of the most comprehensive institutional investor practices.
We have represented more than 100 institutional investors, including the seven largest US public pension plans, more than 20 US public pension plans overall, and many of the world’s largest sovereign wealth funds and non-US pension funds, in alternative investments. In the last five years alone, we have represented institutional investors in more than 1,500 private fund investments valued in the range of $10 million to more than $1 billion. In addition to investments in commingled funds, single investor funds, and separate accounts, we advise institutional investors on their direct investments, co-investments, and secondary transactions in a number of market sectors.
As thought leaders in this space, we keep our clients and industry stakeholders abreast of the latest trends with our annual Private Fund Investors Roundtable, which is tailored to institutional investors in private investment funds. Our specialization in the global representation of institutional investors allows us to offer unique insights when assessing current market terms and conditions. Our team has a remarkable record of accomplishment that informs this intimate knowledge: More than 40 Morgan Lewis lawyers have served with the US Securities and Exchange Commission, Finanical Industry Regulatory Authority, US Commodity Futures Trading Commission, US Department of Justice, and Internal Revenue Service, many in senior positions, including a former SEC regional director, former chief attorney of the SEC’s Division of Investment Management, and former White House counsel to two presidents.