Overview

Our institutional investor team provides comprehensive legal and consulting services while mitigating risk, maximizing efficiencies and delivering value. We navigate and solve the legal challenges that let you execute your investment strategy.

Advising a broad range of institutional investors, we help our clients understand, structure and negotiate the terms of their investments in private funds, direct and co-investments, secondary transactions, and related alternative investment strategies across legal structures and asset classes. Representative clients include pension funds and state investment boards, fund of funds, insurance companies, university endowments, foundations, family offices, health systems and banking institutions.

We serve all of the institutional investor’s legal needs, extending beyond general investment-related guidance. Our practice encompasses fiduciary compliance (where we serve as fiduciary and governance counsel for several very large state pension systems and investment boards); tax (including, tax efficient structures and tremendous capabilities with respect to compliance with the Common Reporting Standard (CRS) and U.S. Foreign Account Tax Compliance Act (FATCA), Internal Revenue Service (IRS) matters, unrelated business taxable income (UBTI) matters and other non-U.S. tax matters (including, tax reclaim, effectively connected income (ECI), Foreign Investment in Real Property Tax Act (FIRPTA)); and environmental, social and governance (ESG) and corporate governance.

Our national best interest compliance team assists clients in interpreting and preparing for compliance with the evolving and overlapping federal and state laws and regulations related to the standard of care for broker-dealers, investment advisers, and insurance companies, agents and brokers. We offer an interdisciplinary team that draws from Faegre Drinker’s investment management, Employee Retirement Income Security Act (ERISA), Securities and Exchange Commission (SEC) and regulatory enforcement defense, litigation/Financial Industry Regulatory Authority (FINRA) arbitration and compliance, class action defense, and insurance regulatory and transactional practices. Our team puts experienced investment, corporate and tax attorneys, litigators, legislative professionals, compliance attorneys and former regulators in your corner.

In addition to our investment management professionals, we provide our clients with a cohesive, multi-disciplinary team spanning practices that include tax, finance, real estate, private equity, corporate and M&A, restructuring and litigation, among others.

Insights & Events

Latest

最新 June 2025

CLARITY Act: Shifting Oversight of Digital Assets Classified as Commodities to the CFTC

A New Regulatory Landscape for Digital Assets Is Underway
5 min read  
最新 June 2025

SEC Policy Change for Closed-End Funds Will Enhance Individual Access to Private Markets Investments

Including for 401(k) and IRA Investors
7 min read  
Speaking Engagement Recap May 08, 2025

Private Fund to Registered Fund Conversions: Tax, Business and Regulatory Considerations and Tax Planning Points - Washington, DC

2025 May Tax Meeting
1 min read  
最新 May 2025

What the CFTC’s Recent Actions on Digital Assets and Environmental/Sustainable Commodities Signal to the Market

Lead or Be Left Behind
7 min read  
媒体报道 April 2025

Dee Anne Sjögren Comments on SEC Crackdown of Wall Street E-Communications With Bloomberg Law

1 min read  
媒体报道 April 2025

Tiffany Reeves Comments on Diversity Efforts in Investment Industry With Impact Alpha and Responsible Investor

1 min read  
最新 April 2025

Federal Court Strikes Down CMS Nursing Home Staffing Mandate

What’s Next for Operators & Investors?
5 min read  
News March 2025

Tiffany Reeves Named a 2025 'Women in Business' Honoree by Minneapolis/St. Paul Business Journal

1 min read  
Speaking Engagement Recap October 08, 2024

What’s Stopping Progress? Overcoming Barriers to Responsible Investment

UN Principles for Responsible Investment
1 min read  
Press Release July 2024

Faegre Drinker Continues London Investment Management Growth With Counsel Rupert Barnes

3 min read  

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