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Instead of trying to be everything to everybody, we’ve made a name for ourselves by delivering what our clients need most: in-depth, hands-on legal counsel throughout the financial services sector — and beyond.

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Offices

  • New York

    • 919 Third Avenue
    • New York, NY 10022
    • United States of America
      • +1 212.756.2000 Phone
      • +1 212.593.5955 Fax
  • Washington, DC

    • 901 Fifteenth Street, NW, Suite 800
    • Washington, DC 20005
    • United States of America
      • +1 202.729.7470 Phone
      • +1 202.730.4520 Fax
  • London

    • One Eagle Place
    • London SW1Y 6AF
    • United Kingdom
      • +44 (0) 20 7081 8000 Phone
      • +44 (0) 20 7081 8010 Fax

Schulte Roth & Zabel (SRZ) is hosting its 29th Annual Private Investment Funds Seminar today in New York. Renowned for its market-leading funds practice, SRZ is the most sought-after law firm for the world’s leading private investment funds. At the conference, SRZ lawyers will share their insights on emerging trends and provide an outlook for 2020 and beyond. The event is by invitation only.

Specific topics include: Regulatory; Regulatory Compliance 2020; Activism; Common Brokerage and Trading Issues; Credit; Developments in Private Equity Funds; ESG; Litigation and Enforcement; Private Investments; Real Estate Funds, Deals and Financing; Regulated Funds; Sanctions; Secondary Tender Offers; Tax; and Terms and Trends. Guest speaker Dr. Paul Farmer will discuss his work as the chief strategist and co-founder of Partners In Health, a global organization bringing quality health care to the most vulnerable around the world.

“We are excited to present today’s program, which covers many interesting developments. Among them, we will discuss the issues faced when traditionally liquid-focused firms expand their offerings to include private investments. We will discuss the different approaches taken to address this expansion, including use of side pockets, creation of hybrid funds and launch of standalone private equity funds,” commented Stephanie Breslow, SRZ partner and co-head of the Investment Management Group. “Regulators have been taking an ever-deeper dive into the businesses and operations of private investment fund managers. We will go over recent guidance, interpretations and proposed rulemakings issued by the SEC and CFTC, as well as the latest in privacy and data security regulations,” said Marc Elovitz, SRZ co-managing partner and chair of the Investment Management Regulatory & Compliance Group.

“Another notable development is the growing number of investors focusing on ESG. We will cover the range of ESG strategies, from socially responsible investing to impact investing,” said Jason Kaplan, SRZ partner in the Investment Management Group. “Our conference is an annual gathering of recognized leaders in the asset management space. We are very pleased to present our 29th Annual Private Investment Funds Seminar,” commented Alan Waldenberg, chair of SRZ’s Executive Committee.

Representing a wide range of practice areas, SRZ lawyers featured at the event include: William Barbera, Philippe Benedict, Stephanie Breslow, Emily Brown, Brad Caswell, Charles Clark, David Cohen, Aneliya Crawford, Brian Daly, Jennifer Dunn, David Efron, Marc Elovitz, Andrew Fadale, Marc Friess, Melissa Goldstein, David Griffel, Christine Harlow, Christopher Hilditch, Daniel Hunter, Taleah  Jennings, Jason Kaplan, Eleazer Klein, Kelly Koscuiszka, F. Xavier Kowalski, Derek Lacarrubba, Ian Levin, John Mahon, Anna Maleva-Otto, Peter Naismith, David Nissenbaum, Jennifer Opheim, Paul Roth, Edward Sadtler, Adriana Schwartz, Phyllis Schwartz, Joseph Smith, Gary Stein, Michael Swartz, Shlomo Twerski, Craig Warkol, David Wermuth, Peter White, Michele Williams, Julian Wise, Heather Wyckoff, Boris Ziser and Elie Zolty.

With a great depth of practice, SRZ advises on the formation and operation of a wide array of funds with varying investment strategies, including hedge funds, private equity funds, credit funds, distressed funds, real estate funds, activist funds and hybrid funds, among others. SRZ is consistently placed in the top tiers in rankings, including in Chambers and The Legal 500. In 2019, SRZ was named one of the “Asset Management Practice Groups of the Year” by Law360. SRZ lawyers provide advice on U.S. and U.K. law to a wide variety of funds and managers located worldwide. Notably, SRZ is one of only a few law firms with a dedicated regulatory and compliance practice within its private funds practice. The lawyers have specialized expertise on the issues private fund managers face in setting up, running and growing their businesses.