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Institutional Investors
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 US Foreign Account Tax Compliance Act (FATCA), Internal Revenue Service (IRS) matters, unrelated business taxable income (UBTI) matters, and other non-US 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, multidisciplinary team spanning practices that include tax, finance, real estate, private equity, corporate and M&A, restructuring, and litigation, among others.
