Dee Anne Sjögren

Mutual Funds

Dee Anne also serves as a counselor to open end mutual funds and their investment advisers, and she regularly serves as independent counsel to the independent trustees of fund clients. Dee Anne assists clients in organizing and registering investment companies as either standalone or multi-series trusts, as well as preparing board materials and conducting executive sessions of independent trustees. She also provides ongoing regulatory advice to fund managers and their chief compliance officers.

Institutional Investors

Dee Anne’s practice includes advising institutional investors, including corporate and government pension plans, insurance companies, family offices and foundations, in negotiating alternative investments — including private equity, private credit, venture capital and hedge funds, and other private funds. She assists clients by negotiating subscription agreements and side letter agreements with private fund managers, as well as reviewing and negotiating separate account investment management agreements with investment managers, ISDA agreements and schedules, and securities lending and repurchase agreements with banks and other counterparties.