For US commercial real estate fund executed offshore and onshore master feeder structure and reorganized existing investment manager organization to facilitate new offering strategy.

For US loan origination hedge/private equity hybrid manager reorganized British Virgin Islands segregated series structure to increase operational and legal efficiencies and facilitated transfer of US and offshore assets into a new BVI master-feeder structure for single offering strategy and holding company resulting in improved economic and legal efficiencies.

Client requested gap analysis for pre-exiting registered CPO and CTA firm to become investor ready across offering structure for offshore investors.

For U.S. manager executed stand alone structure and filed for approval NFA compliant offering structure in connection with a managed futures strategy and framework.

We recently launched for a client an offshore feeder structure into an existing US stand-alone fund to accommodate its institutional investor’s substantial investment. This investor required a tax blocker entity and its availability for investment within a four-week period. Although this type of offering structure typically takes 6-8 weeks for less nimble law firms to […]

Engaged by COO of Argent, formerly one of the largest traders of a convertible arbitrage strategy to perform enterprise level diagnostic review, gap analysis, recommendation report in connection with a number of U.S. and offshore funds, equity funds, registered investment advisers, operations and compliance framework across its enterprise. Objective to increase efficiencies, create robust best […]

Co-founded CAT bond and reinsurance onshore and offshore master-feeder and advisory firm organization to facilitate catastrophic bond and reinsurance strategy. Collaborated with re-insurance pioneer portfolio manager and well known strategic investor to facilitate pragmatic growth and help win institutional assets from leading Qualified Institutional Buyers defined as having $100 million or more of net worth.

For a well established multi-strategy private fund investment advisory firm managed by former manager of Wellington Asset Management, collaborated with CFO on firm wide gap analysis across private fund offerings & organizational framework to materially reduce legacy costs and augment solicitation strategy geared toward institutional investors for its multiple hedge fund, private equity and managed […]

For well established private equity loan origination strategy and firm, engaged to collaborate with CEO to provide diagnostic review, compliance gap analysis, recommendations and execute solutions to attract assets post conversion from a conventional closed end private equity fund  to an open ended hedge fund structure.

Engaged by well known New York law firm to collaborate and provide private fund expertise to a Swedish based private fund manager in connection with U.S. sub-advisory relationship to manage a reinsurance strategy for a large US alternative asset manager represented by global private fund manager law firm.