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Heathcoat House
20 Savile Row
London W1S 3PR
United Kingdom
P: +44 (0) 20 7081 8001
F: +44 (0) 20 7081 8010
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919 Third Avenue
New York, New York 10022
United States of America
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Practice Areas
Legal, tax and business aspects of investment funds
Education
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London School of Economics
- Fulbright Fellow, 1963-64
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Columbia Law School, J.D., 1963
- James Kent Scholar
- Harlan Fiske Stone Scholar
- Articles Editor, Columbia Review
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Columbia University, A.B., cum laude, 1960
Selected Publications
Journal of Taxation, Taxes, New York Law Journal, Tax Notes, Hedge Funds (Irwin Publishing), The Review of Securities & Commodities Regulation, InvestHedge, The Capital Guide to Offshore Funds
Selected Speaking Engagements
“Alternative Leaders Strategy 2008: The Newsmakers,” GAIM International 2008 Conference, Monaco, June 17–19
"Tax and ERISA Planning: U.K and U.S. Perspectives," SRZ 17th Annual Private Investment Funds Seminar, January 2008
“Structuring the Deal,” Financial Research Associates’ Hedge Fund Incubation and Seeding Conference, London, March 2007
"UK and US Hedge Fund Tax Developments," SRZ 6th Annual Hedge Funds Hot Topics Seminar, October 2007
“6th Annual Excellence in Absolute Returns Forum,” Fortune Group, 2006
GAIM (Global Alternative Investment Management) International Hedge Fund Conference
“Exit Strategies for Founders and Key Employees; Impact of New Deferral Rules,” SRZ 14th Annual Private Investment Funds Seminar, Jan. 20, 2005
Has also spoken at conferences and seminars sponsored by: Hedge MAR (Bermuda conference), Investment Management Network, Opal, IBC, Practising Law Institute, New York State Bar Association, NYU Tax and Real Estate Institutes, New York State Society of Certified Public Accountants, Institute for International Research, and SRZ.
Memberships
Professional
American Bar Association
Real Estate Division of the Tax Section, 1982-present
New York State Bar Association
Executive Committee, Tax Section, 1982-85
Chairman, Income From Real Property Sub-Committee, 1984-85
Civic and philanthropic
New York City Partnership and Chamber of Commerce, Inc.
Secretary and Executive Committee Member, 1993-2002
Federation of Jewish Philanthropies of New York, President, 1983-1986
Weizman Institute of Science, Israel, Board of Governors, 2004-present