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Experience
- Over twenty-five years of service as chief outside legal advisor and coordinator for Harvard Management Company, the endowment manager for Harvard University, including work with the university in coordinating and overseeing endowment matters. Similar relationships with other universities and their affiliated investment managers.
- Work on the corporate structure for Natixis Global Asset Management from the time of its launch in 1993 and representation of the client in over a dozen acquisition transactions as part of its “multi-boutique” business strategy.
- Extensive client advice regarding possible impacts of the Dodd-Frank Act of 2010 and related regulatory rulemakings. Representation of institutional “buy-side” clients in commenting on proposed rules from several agencies on derivatives, financial regulation, market conduct and other topics.
- Daily, time-sensitive advice on securities trading, ownership reporting and other investment regulation to a broad range of “buy-side” clients.