John M. Loder

Partner

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  • JD, cum laude, Harvard Law School, 1983
  • AB, magna cum laude, Harvard College, 1980; Phi Beta Kappa

Qualifications

  • Massachusetts, 1985
  • Honorable Myron H. Bright, U.S. Court of Appeals for the Eighth Circuit
  • Board of Trustees, Boston Symphony Orchestra
  • Board of Trustees, New England Conservatory
  • Best Lawyers in America 2015, “Lawyer of the Year” in Boston for Mutual Funds Law
  • IFLR1000: The Guide to the World’s Leading Financial Law Firms, Leading Lawyer (2013-2018)
  • The Best Lawyers in America (2006-2018)
  • Legal 500 (2013-2016)
  • Chambers USA: America's Leading Lawyers for Business (2007-2017)
  • PLC Which Lawyer (2010-2011)
  • Massachusetts Super Lawyers (2014-2016)

John M. Loder

Partner

John Loder is a partner in Ropes & Gray's investment management practice group. For many years, his practice has focused primarily on investment management industry clients, including investment advisers, mutual funds, hedge funds, private equity firms and the investment management activities and products of banks, broker-dealers and insurance companies. He has extensive experience in the following types of matters, among others:

  • the organization of investment advisory firms and investment funds of all types, both SEC-registered and unregistered
  • ongoing representation of and advice to open- and closed-end investment companies, exchange-traded funds (ETFs) and their independent directors/trustees (currently including over 500 funds with collective assets totaling several hundred billion dollars)
  • mergers and acquisitions of investment advisers and funds
  • advice with respect to governance, regulatory and compliance issues of all kinds affecting investment management industry clients
  • advice regarding government enforcement matters

He also serves as counsel to the independent directors of several large real estate investment trusts.

Experience

Fund Groups

  • Artisan Funds (fund and independent director counsel)
  • American Century Funds (independent director/trustee counsel)
  • Columbia Funds (fund counsel)
  • Dodge & Cox Funds (independent trustee counsel)
  • Loomis Sayles Funds (fund counsel)
  • Natixis Funds (fund counsel)
  • PNC Funds (fund counsel)
  • ProFunds (fund counsel)
  • ProShares (ETFs) (fund counsel)
  • Schwab Funds & ETFs (independent trustee counsel)

Investment Advisers

  • Arrowstreet Capital, L.P.
  • Caspian Capital Management
  • Loomis, Sayles & Company, L.P.
  • Natixis Global Asset Management, L.P.
  • Oechsle International Advisors, LLC
  • PNC Capital Advisors

Publications

Presentations

  • Speaker, “Swing Pricing Primer: Considerations and Challenges for Mutual Funds Webinar,” Investment Company Institute (January 12, 2017)
  • Panelist, “The Regulatory Outlook for Funds and Advisers,” ICI Mutual Funds & Investment Management Conference (March 14, 2016)
  • Presenter, Mutual Fund Directors Forum webinar, “SEC v. Morgan Keegan Board: Lessons and Implications for Valuation Oversight” (January 17, 2013)