Elizabeth J. Reza Partner Ropes & Gray Prudential Tower 800 Boylston Street Boston, MA 02199-3600 T +1 617 951 7919 +1 617 854 2286 secretary elizabeth.reza@ropesgray.com

Representative Clients and Matters

• RS Investments and the RS Funds (a retail mutual fund complex with more than 40 open-end and variable U.S. and international equity and fixed income funds) in connection with ongoing disclosure, compliance, and operations issues. Advised in connection with a transaction which added the Oak Value management team to RS Investments.
• The independent trustees of the MFS Funds and the MFS Funds complex, consisting of approximately 100 open- and closed-end funds across all asset classes (equity, fixed income, asset allocation, and alternative) with respect to all types of regulatory and compliance issues, new investment products, and the ongoing offering and operation of the funds.
• GMO Trust Funds in connection with fund formation issues, compliance, disclosure, mutual fund reorganizations (both third party and internal), structuring of share classes, and offerings into non-U.S. jurisdictions.
• Institutional investors (including investment advisers, endowments, sovereign wealth vehicles, and foundations) in connection with compliance policies and procedures, negotiation of advisory contracts, disclosure of ownership positions, and trading issues.
• The independent trustees of the Nationwide Mutual Funds and Nationwide Variable Insurance Trust (“Nationwide”) (sub-advised mutual fund complexes with more than 80 funds) with respect to Board oversight and on-going regulatory and compliance issues, including the establishment of new funds, fund mergers and consolidations, sub-adviser replacements and sub-adviser changes in control.
  

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