Morgan Lewis

Morgan Lewis Hedge Fund University™

Primary contacts

Jedd H. Wider, Ethan W. Johnson, Timothy W. Levin

Welcome to Morgan Lewis Hedge Fund University™—a resource page and library of current hedge fund events, articles, and other alerts produced by the lawyers in our hedge fund practice. We encourage you to visit this site often for timely updates.

With more than 150 lawyers in our hedge fund team, Morgan Lewis has one of the largest international hedge fund practices, representing a wide range of hedge fund managers and institutional investors. Our success is due to the skills, experience, and strong client relationships maintained by our hedge fund lawyers and the insights we glean from working closely with hedge fund managers and investors.  In particular, we draw upon our firm's deep bench of talent in the areas of fund formation, tax, regulatory, futures and derivatives, lending, corporate and securities law.

Our hedge fund lawyers are familiar with the legal issues facing hedge funds, their managers and investors and are located throughout the United States, Europe and Asia.  We represent all types of domestic and off-shore hedge funds, across a broad range of investment and financing strategies, including customized and captive funds, crossover funds, hybrid hedge/private equity funds and funds of funds, as well as many of the largest and most active institutional investors.

Our lawyers serve more than 750 global hedge fund managers, broker dealers and other asset managers, many of which manage assets greater than $10 billion, including six of the world's ten largest hedge fund managers (based on assets under management) and more than 50 institutional investors, in connection with their fund structuring and formation, managed account and seeding programs, securities and regulatory advice, and investment programs.

We advise on all major issues managers face at every stage of their development including those relating to startups, spin-outs, mergers and acquisitions, employment, immigration and intellectual property and advise our clients in virtually every major global tax jurisdiction.

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LawFlashes/Articles

FinCEN Establishes Beneficial Ownership Reporting Requirements to Implement Corporate Transparency Act  (October 2022)
SEC Proposes Changes to Regulation ATS for Communication Protocol Systems  (02/15/2022)
SEC Proposes Sweeping New and Amended Rules under Advisers Act to Overhaul Private Fund Industry  (02/11/2022)
Making Sense of Sustainable Investing  (12/15/2021)
Securities Lending: SEC Proposes Sweeping Rule Requiring Reporting of Transactions to FINRA  (12/15/2021)
ETF Roundup  (2016–2021)
Will Hedge Funds Now Be Subject to SEC and FINRA Dealer Regulation?  (08/24/2021)
Japan Ministry of Finance Updates List of Company Classifications in Connection with FEFTA Filing  (07/26/2021)
Sovereign Wealth Fund Investments in Private Funds: Selected Tax Planning Considerations in the US, EU and UK, Journal of Investment Compliance  (07/15/2021)
UK Commodity Derivatives Regime: FCA Not Enforcing Position Limits as HM Treasury Consults on Changes  (07/13/2021)
Semi-Transparent ETFs: The Next Frontier, Wall Street Lawyer  (June 2021)
Fund Management 2021, Getting The Deal Through  (2021)
ESG Considerations for Investment Managers and a Review of Current ESG Standards and Frameworks  (June 2021)
New Executive Order Carries Forward, Expands Chinese Military Company Sanctions  (06/08/2021)
Aligned and Kicking? How to Start an ESG Fund That Meets UK and EU Climate Standards, Investment Week  (06/01/2021)
LIBOR Transition: Important Recent Development, Compliance Corner  (May 2021)
OCC Conditionally Approves Trust Company Charter for Crypto Firm, All Things FinReg  (04/28/2021)
The SEC Staff Takes On ESG Investing  (04/15/2021)
Promoting Foreign Asset Managers’ Entry into the Japanese Market: Amendments to FIEA  (04/13/2021)
National Futures Association Proposes New Reporting Requirements for Commodity Pool Operators  (03/09/2021)
Sovereign Wealth Funds Update: Tax Aspects of Private Fund Investments: Selected US, EU, and UK Considerations in the Current Environment  (03/08/2021)
Revamped: Changing Regulation of Endorsements, Testimonials, and Solicitation Arrangements Under the SEC’s New Marketing Rule, Wall Street Lawyer  (March 2021)
2020 Year in Review and a Look Forward: Select SEC and FINRA Developments and Enforcement Cases  (February 2021)
ERISA Fiduciaries Under a Biden Labor Department: What Is on the Horizon?  (02/22/2021)
Modernizing Regulation of Performance Advertising: SEC’s New Marketing Rule Provides Greater Leeway and Transparency But Potential Traps Remain, Wall Street Lawyer  (February 2021)
Key Financial Regulatory Issues for Biden Administration’s Early Days  (02/11/2021)
IRS Extends Previously Issued Relief to Qualified Opportunity Funds and Their Investors  (01/25/2021)
FinCEN Proposes Crypto Reporting and Recordkeeping Requirements  (01/19/2021)
Want to Hedge Your Bets? CFTC Requests Public Comment on RSBIX NFL Event Contracts  (01/19/2021)
What 2021 Has in Store for Stablecoin  (January 2021)
Ten Things to Consider When Launching Your Own Fund  (01/05/2021)
The SEC’s New Marketing Rule: Key Takeaways for Advisers  (01/04/2021)
Deadline for Filing BE-180 Approaches for US Financial Service Providers  (10/02/2020)
As EU Considers Rebundling Certain Research Payments, US Firms Eye Knock-on Effects  (08/12/2020)
CFTC Adopts Statutory Disqualification Requirement for Exempt CPOs  (06/16/2020)
CFTC Delays Phase 5 Initial Margin Implementation Date  (06/05/2020)
Change in the US Regulatory Status of the KRX300 Futures Contract  (05/20/2020)
COVID-19: Opportunistic and Dislocation Funds Pursuing Credit Strategies  (05/11/2020)
Updated: COVID-19: FINRA, SEC, and State Relief and Guidance for Broker-Dealers  (March 24, 2020 (Updated March 30, April 9, and April 20 2020) )
COVID-19: US Regulatory Relief and Related Effects on Markets and Participants  (04/09/2020)
Global Standard Setters Extend Deadlines for Uncleared Margin Requirements  (04/09/2020)
CFTC and NFA Issue Additional COVID-19 Regulatory Relief  (04/07/2020)
COVID-19: Hong Kong Securities & Futures Commission Guidance on Licensing Matters  (04/01/2020)
SEC Extends and Amends Conditions for Relief for Funds and Advisers Impacted by COVID-19  (03/31/2020)
COVID-19: SEC Staff Permits Affiliates to Purchase Debt Securities from a Mutual Fund  (03/30/2020)
SEC Guidance for Disclosure Relating to COVID-19 Crisis  (03/25/2020)
COVID-19 Market Impact SEC Provides Short-Term Funding Affiliated Purchase Flexibility to Funds  (03/25/2020)
COVID-19 Implications for Private Investment Fund Managers  (03/20/2020)
CFTC No-Action Relief for Registrant and Market Participant COVID-19 Response  (03/19/2020)
Implications of COVID-19 for Institutional Investors  (03/17/2020)
SEC Provides Relief for Funds and Advisers Impacted by Coronavirus (COVID-19)  (03/17/2020)
Algorithmic Trading: Hong Kong Monetary Authority Discusses Supervisory Expectations, Evolving Market Manipulation Risk  (March 2020)
What You Need to Know About Hong Kong's New Rules on External Electronic Data Storage  (February 2020)
Responding to the 2019 Novel Coronavirus: Guidance for Hong Kong Financial Institutions  (02/20/2020)
The Commodity Futures Trading Commission's Swaps Cross-Border Guidance Proposal  (February 2020)
The End of LIBOR: Considerations for Investment Managers  (01/27/2020)
SEC Proposes Requirements for Funds’ Use of Derivatives and Other Transactions  (12/04/2019)
DSIO Director Explains Thematic Commodity Pool Operator Swap Dealer Review Program  (11/04/2019)
The New ETF Rule: Initial Impressions  (09/27/2019)
CFTC ‘Clarifies’ Anti-Money Laundering Rule Obligations of Certain Introducing Brokers  (08/05/2019)
In Focus: Deciphering the SEC’s Standard of Conduct for Investment Advisers  (07/12/2019)
In Focus: SEC Form CRS Roadmap – How to Navigate Its Operational Challenges  (06/27/2019)
ETF Roundup – Issue 5  (June 2019)
SEC Adopts Standards of Conduct For Retail Advice  (06/06/2019)
CFTC Issues Relief for UK Firms Regarding Brexit Possibilities  (04/09/2019)
SEC Staff Relieves Fund Boards of Certain In-Person Voting Requirements  (03/04/2019)
SEC Proposes Risk Mitigation Rules for Uncleared Security-Based Swaps  (02/21/2019)
Nevada Proposes New Fiduciary Rules that Would Increase Broker-Dealer and Investment Adviser Obligations  (02/08/2019)
NFA Members: Will You Need to Update Your Cybersecurity Policy?  (12/07/2018)
SEC Staff Relieves Fund Boards of Certain Compliance Determinations  (10/15/2018)
A Light Lift: CFTC Proposes to Codify Existing No-Action Relief and Other Relief Applicable to CPOs and CTAs  (10/11/2018)
NFA Sets Effective Date for Disclosure Requirements in Virtual Currency Activities  (08/16/2018)
ETF Roundup – Issue 4  (August 2018)
SEC Proposes New ETF Rule  (06/29/2018)
SEC Proposes Interpretation of Standard of Conduct for Investment Advisers  (06/14/2018)
SEC Approves E-Delivery of Shareholder Reports, Requests Comments on Other Areas  (06/13/2018)
SEC Proposes Standards of Conduct for Broker-Dealers, Investment Advisers  (04/20/2018)
ETF Roundup – Issue 3  (November 2017)
FINRA Proposes Limited Relief for Desk Commentary  (04/20/2017)
Effect of the MIFID II Research Regime on US Investment Managers  (04/18/2017)
Effect of the MIFID II Research Regime on US Investment Managers  (04/18/2017)
EU’s New Regime on Payments for Research, Use of Dealing Commissions  (04/03/2017)
ETF Roundup – Issue 2  (April 2017)
SEC Weighs In on Robo-Advisers: Disclosure, Suitability, and Compliance Obligations  (03/14/2017)
EU’s New Regime on Payments for Research, Use of Dealing Commissions, The Hedge Fund Journal  (March 2017)
Morgan Lewis Urges NYDFS to Modify Its Re-Proposed Cybersecurity Rules  (02/14/2017)
FINRA Rule: Thou Shalt Not Exploit Thine Elders  (02/13/2017)
Executive Order Could Lead to Changes in the Regulation of US Financial Markets  (02/06/2017)
Two New Sets of DOL Fiduciary Rule FAQs  (01/20/2017)
The SEC’s Liquidity Rule: What ETF Sponsors Need to Know, Ignites  (01/19/2017)
NYDFS Modifies, Delays Implementation of Cybersecurity Rules  (01/11/2017)
Trading and Markets Enforcement Report – January 2017  (January 2017)
Oversight of Cyber Security  (January 2017)
EU Update: The Latest Developments on Brexit, MAR, and MiFID II, The Investment Lawyer  (January 2017)
ETF Roundup – Issue 1  (December 2016)
Morgan Lewis Urges NYDFS to Modify Proposed Cybersecurity Rules  (11/16/2016)
Update On Securities Financing Transactions Regulation  (11/16/2016)
House Financial Services Committee Chair Outlines Legislative Priorities for 2017, All Things FinReg  (11/16/2016)
SEC Proposes Business Continuity and Transition Plan Requirements for Investment Advisers; Staff Issues Guidance for Registered Funds  (August 2016)
CFPB Previews Anticipated Debt Collection Regulations  (08/01/2016)
FinCEN Requires Financial Institutions to Obtain Beneficial Ownership Information  (June 2016)
Crowdfunding Begins on May 16, 2016  (05/10/2016)
SEC Chair Discusses Enhanced Director Oversight  (04/07/2016)
SEC Staff Issues No-Action Letter on Index Fund Investments in Insurance Companies and Securities Related Businesses  (04/01/2016)
Understanding The SEC’s Proposal on Funds’ Use of Derivatives and Other Financial Transactions  (March 2016)
SEC Staff Publishes Guidance on Fund Disclosure of Current Market Conditions  (03/22/2016)
CFTC Staff Clarifies Registration Relief Available to Non-US Asset Managers  (02/22/2016)
DOL Sends Fiduciary Rule to OMB for Review  (01/29/2016)
SEC Staff Issues Guidance on Mutual Fund Distribution Arrangements  (01/28/2016)
Deadline Approaches for Annual CPO/CTA Exemption Filings  (01/12/2016)
NYSE Arca Proposes to Flag ETP Trades that Deviate Significantly from Prevailing Market Prices  (12/02/2015)
Japan FSA Publishes Draft Enforcement Orders, Cabinet Ordinances, and Supervisory Guidelines for Article 63 Exemption  (12/01/2015)
NYSE Arca Withdraws Active ETF Generic Listing Standards Proposal as SEC Focus on ETFs Continues  (10/27/2015)
SEC Proposes Liquidity Risk Management Rules for Open-End Funds  (09/28/2015)
SEC Seeks Public Input on Exchange-Traded Product Trading Issues  (07/02/2015)
BEA Indicates That It Will Grant Extensions for Filing Be-10 Until August 31, 2015  (06/25/2015)
The US Government’s Charge Against “Spoofing”  (06/18/2015)
Considerations And Consequences From CFPB's 1st Appeal  (06/15/2015)
Volcker Rule: New FAQs Regarding Foreign Public Funds and Joint Venture Covered Fund Exclusions  (06/15/2015)
Update on Proposed Listing Standards for Active ETFs  (06/15/2015)
CFPB Issues First Appellate Ruling  (06/09/2015)
NYDFS Releases Final Rules for Licensing Virtual Currency Businesses in New York  (06/09/2015)
CFTC Position Limits and Aggregation Under Dodd-Frank  (June 2015)
FINRA Publishes Guidance on Research Conflict of Interest Rules  (06/03/2015)
German Regulator BaFin Opens the Way for Credit Funds in Germany  (06/01/2015)
SEC Proposes Rules to Enhance Information Reported by Investment Advisers  (05/29/2015)
Deadline for Filing BE-10 Has Been Extended for New Filers  (05/29/2015)
2015 Cross-Border Lending and Secured Finance Guide  (05/26/2015)
SEC Proposes Rules Affecting Funds and Advisers  (05/21/2015)
DOL’s Proposal to Expand Fiduciary Definition Would Bring Many Service Providers Into Scope  (05/20/2015)
Deadline for Filing BE-10 Approaches for Private Funds and Private Fund Managers  (05/19/2015)
A Director's Guide to Understanding Liquidity Fee and Redemption Gate Responsibilities  (May 2015)
Strengthening Accountability in Banking, FX-MM  (April 2015)
Kanto Local Finance Bureau Requests Questionnaires from Article 63 Filers  (04/02/2015)
Mutual Funds Today Exchange-Traded Funds  (April 2015)
Overhaul of Market Regulation  (April 2015)
A Tale of Two "Pauses": The IRSs Halt in Issuing Private Letter Rulings for MLPs and RICs  (04/01/2015)
The CFPB and the Future of High-Interest Lending  (03/30/2015)
Department of Labor Retirement Initiative Fails to Consider Current Regulatory Regime, which Comprehensively Protects Investors, Including IRA Investors, and Preserves Investor Choice  (03/23/2015)
SEC Considers Active ETF Listing Standards, Approves Paired Class ETP  (03/19/2015)
New Guidance from the SEC on Gifts to Adviser Personnel  (03/05/2015)
DOL Sends Proposed Conflict of Interest Rule to OMB for Review  (03/05/2015)
FINRA Issues Guidance on Materiality Consultations  (02/24/2015)
ABLE Act Allows Millions of Individuals with Disabilities to Save  (02/11/2015)
MSRB's Best Execution Rule: How CCOs Can Prepare  (02/05/2015)
The Non-Transparent Future of ETPs, The Investment Lawyer  (02/01/2015)
ELTIFs, 18 Months On, Funds Europe  (02/01/2015)
Reg. SCI: What ATS CCOs Need to Know, Compliance Intelligence  (01/21/2015)
SEC Extends AML Relief for Broker Dealer CIP Reliance on Advisers  (01/16/2015)
Overhaul of Market Regulation, International Finance Magazine  (January–March 2015)
SEC Clarifies BDC Transactions with Certain Second-Tier Affiliates  (12/19/2014)
The Fed Extends Volcker Rule Conformance for Private Funds  (12/19/2014)
Exchange-Traded Managed Funds and What They Mean for APs, Wall Street Lawyer  (December 2014)
UK Financial Institutions: Proposals for New Senior Managers and Certification Regimes  (12/15/2014)
ESMA Consults on Uniform Definition of EU Commodity Derivatives  (12/15/2014)
FINRA and MSRB Seek Disclosure of Fixed-Income Price Differentials  (12/10/2014)
AIFMD: Renewed Focus on Its Impact on Non-EU Managers of Private Funds  (07/22/2014)
Challenges in Requiring High-Frequency Traders to Register as Dealers  (06/10/2014)
Federal Reserve Revisits FHC Commodities and Merchant Banking Activities  (01/17/2014)
Community Bank TruPS CDOs Exempted from the Volcker Rule  (01/16/2014)
A Review of, and Insights into, the Volcker Rule Regulations  (January 2014)
The SEC’s Renewed Interest in Accounting Cases — A New Beginning or a Victim of Fait?, BNA's Securities Regulation & Law Report  (09/16/2013)
Private Equity Fund May Be “Trade or Business” Under ERISA  (08/27/2013)
AIFMD’s Impact on Non-EU Managers of Non-EU Alternative Investment Funds  (07/24/2013)
SEC Approves General Solicitation in Private Offerings and Proposes Further Regulation D Amendments  (07/24/2013)
ESMA Approves Cooperation Arrangements for Alternative Funds  (05/31/2013)
SEC Warns About Exemptive Order Compliance  (05/17/2013)
Implementing Measures of European Market Infrastructure Regulation Take Effect  (04/29/2013)
Tax Measures in 2013 UK Budget  (03/21/2013)
FERC Lacks Authority Over Commodity Futures Contracts  (03/19/2013)
UK Financial Services Authority Sets Precedent Under New Penalty Policy  (03/19/2013)
CFTC Provides Family Offices with Certainty and Fund of Fund’s with a Temporary Reprieve, BNA's Securities Regulation & Law Report  (02/11/2013)
Select SEC and FINRA Cases and Developments: 2012 Year in Review  (02/07/2013)
European Commission Publishes AIFMD, Level 2, Implementing Regulation  (12/26/2012)
CFTC Staff No-Action Relief for Family Offices and Fund of Funds Operators  (12/05/2012)
Compilation of SEC Staff Guidance on Securities Lending  (11/26/2012)
Temporary Relief for Swap Data Reporting Requirements  (11/21/2012)
Treasury Issues Final Determination on Foreign Exchange Swaps and Forwards  (11/20/2012)
Revisions to FATCA Implementation  (10/26/2012)
Temporary Relief from Registration for Swaps Intermediaries  (10/15/2012)
NFA Proposes New Swap Entity Identification Requirement and Waives Series 3 Exam for APs Engaged Only in Swap Activity  (08/28/2012)
What are the compensation rules for alternatives managers?, Investment Week  (08/14/2012)
DOL Revises Guidance on Open Brokerage Windows  (08/01/2012)
Qualified Default Investment Alternative Safe Harbor Upheld  (07/27/2012)
EU ESMA Proposes Remuneration Guidelines  (07/23/2012)
CFTC Finalizes Commercial End-User Exception  (07/20/2012)
Pushing For Stricter FCM Controls Post MF Global, Law360  (06/11/2012)
Proposed Restrictions on Fund Offers to Swiss Residents  (05/29/2012)
Update on Amendments to the EU Prospectus Directive  (04/13/2012)
2011 Year in Review: Selected Federal Securities Litigation Developments  (02/13/2012)
Part I: Update on CFTC Rules 4.5 and 4.13 for Registered Investment Companies and Hedge Funds  (02/10/2012)
Part II: Proposal to Harmonize CFTC and SEC Requirements for Registered Investment Companies as Commodity Pools  (02/10/2012)
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Events

Hedge Fund University: Impact of SEC’s Expanded Investigations Into Off-Platform Messaging  (03/02/2023)
2022 Advanced Topics in Hedge Fund Practices Conference  (05/10/2022)
Global Sponsor Forum: Digital Assets in Private Funds: Primary Considerations and Current Trends  (03/30/2022)
Session 3—Regulatory & Compliance and Key Operational Issues  (03/17/2022)
Session 2—General Partner/Manager Issues  (03/15/2022)
Session 1—Fund Structuring  (03/09/2022)
Morgan Lewis Hedge Fund University™ – Everything You Need To Know To Launch A Hedge Fund – Webinar Series  (03/09/2022)
ESG Best Practices For Private Fund Managers  (02/17/2022)
Morgan Lewis Global Sponsor Forum: Trends In Private Fund Financings  (01/19/2022)
2021 Advanced Topics in Hedge Fund Practices Conference  (05/04/2021)
Morgan Lewis Hedge Fund University™ and the Global Sponsor Forum – The SEC’s New Marketing Rule: Private Fund Perspectives  (02/24/2021)
Morgan Lewis Hedge Fund University™: Return to Work  (09/02/2020)
Session 11: The Ethics of Artificial Intelligence for the Legal Profession  (06/18/2020)
Session 10: US Tax Update: Legislation and Other Guidance and Controversies in a COVID-19 Environment  (06/16/2020)
Session 9: UK and Europe Funds Landscape; MENA Funds Landscape; Asia Funds Landscape  (06/10/2020)
Session 8: Succession Planning; Hot Topics for Quant Managers; Issues to Consider in Structuring and Making Co-investments  (06/04/2020)
Session 7: Trading and Investment Practices Affecting Hedge Funds; Family Office Issues and Considerations; LIBOR Transition and Derivatives Update  (06/02/2020)
Session 6: Regulatory and Examination Priorities for Private Fund Advisers; DOL Audits and ERISA Hot Topics; Fintech Developments Impacting the Hedge Fund Market  (05/27/2020)
Session 5: Enforcement Trends and Issues; Fresh from the SEC: Discussion with G. Jeffrey Boujoukos, Former Regional Director, Philadelphia Regional Office, US Securities and Exchange Commission  (05/21/2020)
Session 4: Private Equity Trends for Hedge Fund Managers: Movement to Closed-End Funds; Credit Funds and the Credit Market  (05/19/2020)
Session 3: Current Employment Considerations; Restarting the Economy: Perspectives on Bankruptcy, Insolvency and the Credit Markets  (05/13/2020)
Session 2: Emerging Developments and Opportunities in the Hedge Fund Marketplace; Fiduciary Issues in Times of Crisis  (05/07/2020)
Session 1: Current Issues with Hedge Fund Operations; A Changing Horizon: TALF and the CLO Market  (05/05/2020)
2020 Advanced Topics in Hedge Fund Practices Conference  (05/05/2020)
Morgan Lewis Hedge Fund University™ COVID-19: Global Implications for Hedge Funds  (04/24/2020) RECORDING
Morgan Lewis Hedge Fund University™: COVID-19 Implications for Hedge Funds  (04/07/2020) RECORDING
Morgan Lewis Hedge Fund University™: CFTC’s Latest Position Limits Proposal  (03/31/2020)
Morgan Lewis Hedge Fund University™: Marketing of Funds in UAE  (03/12/2020)
FINRA Rules 5130 and 5131  (02/13/2020)
Major (Potential) Changes to the Regulation of US Private Fund Marketing  (12/16/2019)
Hedge Fund Global Marketing Series Marketing of Funds in Hong Kong and China  (11/25/2019)
Understanding the Singapore Variable Capital Company (VCC) Framework  (07/10/2019)
2019 Morgan Lewis Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives – Boston  (06/13/2019)
2019 Morgan Lewis Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives  (06/11/2019)
2019 Morgan Lewis Advanced Topics in Hedge Funds and Other Alternative Funds Conference – San Francisco  (05/09/2019)
2019 Morgan Lewis Advanced Topics in Hedge Funds and Other Alternative Funds Conference – Chicago  (05/07/2019)
The Insiders’ Guide to Hedge Funds: Successfully Managing the Middle and Back Office  (03/29/2019)
Morgan Lewis Hedge Fund University ™ Privacy & Cybersecurity for Fund Managers  (01/23/2019)
Regulatory and Compliance for Investment Managers Current Trends and Key Issues  (11/07/2018)
2018 Morgan Lewis Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives – Boston  (06/14/2018)
2018 Morgan Lewis Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives  (06/12/2018)
2018 Morgan Lewis Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives – San Francisco  (05/10/2018)
SEC Proposed Standards of Conduct for Retail Advice  (05/09/2018)
2018 Morgan Lewis Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives – Chicago  (05/08/2018)
2018 Private Investment Funds Summit  (04/26/2018)
The Future of Hedge Funds Outsourcing  (04/03/2018)
Morgan Lewis Hedge Fund University™ SEC Enforcement Trends Applicable to Private Fund Managers  (03/29/2018)
Morgan Lewis Hedge Fund University: Implications of US Tax Reform for Hedge Funds, Investors, and Managers  (02/21/2018)
2017 Annual Private Fund Investors Roundtable  (10/05/2017)
Harvard Roundtable on Unbundling Commissions Under MiFID II and Potential Implications for the United States  (09/28/2017)
2017 Morgan Lewis Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives – Boston  (06/15/2017)
2017 Morgan Lewis Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives  (06/13/2017)
Understanding Closed-End Interval Funds  (06/07/2017)
Morgan Lewis Hedge Fund University™: Latest Updates on Hedge Fund Terms  (05/04/2017)
Morgan Lewis Hedge Fund University™ Trading and Markets Enforcement Update  (02/13/2017)
2017 London Private Investment Funds and Deals Summit  (02/01/2017)
2016 Annual Private Fund Investors Roundtable  (09/21/2016)
Advanced Topics in Hedge Fund Practices: Manager and Investor Perspectives – Boston  (06/14/2016)
Ninth Annual Advanced Topics in Hedge Fund Practices: Manager and Investor Perspectives  (06/09/2016)
Hedge Fund University™ Going Global: Tokyo  (03/10/2016)
Hedge Fund University™ Going Global: Dubai  (12/09/2015)
Update On Regulatory Reform of Derivatives and Shadow Banking: Rulemaking, Market Trends, and the Potential Effect on Hedge Funds  (11/12/2015)
2015 Annual Private Fund Investors Roundtable  (10/08/2015)
Requirements and Highlights of the Volcker Rule and its Regulations  (07/01/2015)
Hedge Fund University™ Going Global: Singapore  (06/25/2015)
Eighth Annual Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives  (04/21/2015)
Morgan Lewis Hedge Fund University™ Understanding Enforcement Actions and Developments in the Wake of Dodd-Frank: An Inside Look for Asset Managers  (03/12/2015)
Roundtable Road Show: 2015 SEC Examination and Enforcement Trends for Investment Advisers  (February 2015)
Morgan Lewis Hedge Fund University™ - Managing Mutual Funds and Exchange Traded Funds: Advanced Topics in Derivatives  (06/03/2014)
Anatomy of an Equity Compensation Plan  (05/21/2014)
Seventh Annual Advanced Topics in Hedge Fund Practices Conference Manager and Investor Perspectives  (05/01/2014)
Morgan Lewis Hedge Fund University™ Managing Mutual Funds and Exchange Traded Funds  (04/01/2014)
Morgan Lewis Hedge Fund University™ European Market Infrastructure Regulation  (03/11/2014)
Hedge Fund Roundup: Current Issues and Market Conditions  (02/05/2014)
Morgan Lewis Hedge Fund University™ — Marketing in the EU: The Private Placement Overlay Under AIFMD  (06/26/2013)
Sixth Annual Advanced Topics in Hedge Fund Practices Conference: Manager and Investor Perspectives  (05/02/2013)
Morgan Lewis Hedge Fund University™ Commodity Pool Regulatory Update  (03/06/2013)
Morgan Lewis Hedge Fund University™ Webinar Series: AIFMD Level 2 Regulation  (01/23/2013)
2012 Annual Private Fund Investors Roundtable  (10/05/2012)
Morgan Lewis Hedge Fund University™ Webinar Series: Form PF: What You Need to Know  (07/25/2012)
Secondary Transactions Issues of Focus for 2012  (06/11/2012)
Fifth Annual Advanced Topics in Hedge Fund Practices Conference Manager and Investor Perspectives  (04/19/2012)
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Sectors

  • Financial Services
  • Investment Funds

Services

  • Investment Management
  • Private Investment Funds
  • Institutional Investors
  • ERISA Fiduciary Duty
  • Intellectual Property
  • Labor, Employment & Benefits
  • Opportunity Zone Funds
  • Real Estate
  • Securities Enforcement & Litigation
  • Tax

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