Hedge Funds

Hedge fund markets are facing extraordinary challenges, including increased competition and a changing global regulatory environment. With extensive experience and resources in this industry, we help our hedge fund clients find opportunities, capitalize on them and provide better service to their investors.

We offer interdisciplinary expertise and an understanding of the “big picture” – which is critical for clients who offer their investors a wide range of investment products and services.  We routinely handle complex matters for independent hedge fund managers, institutional sponsors, financial service firms, private equity investors and other investment management clients. At the portfolio level, we help hedge fund clients execute an array of investment strategies.  Our hedge fund practice advises on and helps clients manage the full range of issues that affect global businesses and investments, including the following:

Hedge fund managers provide investors with their best ideas and execution strategies. We do the same for our clients.

  • Onshore and offshore fund structuring and formation
  •  Side pockets, liquidating trusts and redemptions in-kind
  •  Funds of funds structures
  •  Fiduciary obligations, including ERISA
  •  Tax strategies and planning
  •  Distressed investing and financial restructuring transactions
  •  Leverage transactions (including synthetic leverage)
  •  Hedging strategies (including complex derivatives)
  •  Active investment strategies (including M&A, arbitrage and private equity investing)
  • Investment restrictions, analysis and compliance
  • Regulatory and compliance matters
  • Succession planning and exit strategies
  • Mergers and acquisitions of hedge fund managers and other alternative asset managers
Related Practices

National Security + Foreign Trade Regulation

Companies involved in cross-border transactions face numerous regulatory hurdles relating to issues such as the export and re-export of sensitive goods and technologies; investments and other dealings having national security implications; and relationships with persons and entities that may be governed by U.S. economic sanctions, anti-money laundering and anti-corruption laws. Goodwin’s National Security and Foreign Trade Regulation practice is adept at navigating these hurdles for our clients, who are engaged in a variety of businesses and industry sectors, including technology, clean technology, financial services, transportation, real estate, energy, and defense manufacturing, among others.
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Private Investment Funds

Few firms offer the breadth of practice that we bring to private fund managers and investors. We understand the issues specific to different types of funds and offer advice that comes from a wealth of experience across industries and global markets. Our lawyers work in all the key industries, including, real estate, venture capital, private equity, infrastructure, natural resources and hedge funds, raising funds worldwide that range from less than $50 million to over $12 billion. The depth and breadth of our experience allows us to provide our clients with the most current market terms for their industry as well as access to cutting-edge developments across industries.

We handle every stage in the life cycle, and we provide fund managers with the sophisticated level of counsel required for forming, advising and operating private investment funds. Within fund formation, we take a creative approach, starting with not only the specific objectives of a particular fund but also an assessment of how the fund fits within the client’s broader business goals. We then help fund managers determine the best structure and terms to achieve those goals.

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Securitization + Derivatives

Goodwin’s securitization and derivatives attorneys are experienced in all aspects of the public and private distribution of structured finance securities, including collateralized debt obligations (CDOs), asset-backed and mortgage-backed securities and derivatives.

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Tax

Complex tax issues often arise in structuring strategic, commercial and financial transactions and investment products. To find practical solutions to these challenging issues, clients rely on Goodwin’s tax lawyers to advise on the full range of international, federal and state tax issues. Clients seek us out not only to address their tax issues on a transaction, but also to help them gain a competitive advantage by creating structures designed to solve the tax issues faced by the counterparties.
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Related Practices
National Security + Foreign Trade Regulation
Companies involved in cross-border transactions face numerous regulatory hurdles relating to issues such as the export and re-export of sensitive goods and technologies; investments and other dealings having national security implications; and relationships with persons and entities that may be governed by U.S. economic sanctions, anti-money laundering and anti-corruption laws. Goodwin’s National Security and Foreign Trade Regulation practice is adept at navigating these hurdles for our clients, who are engaged in a variety of businesses and industry sectors, including technology, clean technology, financial services, transportation, real estate, energy, and defense manufacturing, among others.
Read More
Private Investment Funds

Few firms offer the breadth of practice that we bring to private fund managers and investors. We understand the issues specific to different types of funds and offer advice that comes from a wealth of experience across industries and global markets. Our lawyers work in all the key industries, including, real estate, venture capital, private equity, infrastructure, natural resources and hedge funds, raising funds worldwide that range from less than $50 million to over $12 billion. The depth and breadth of our experience allows us to provide our clients with the most current market terms for their industry as well as access to cutting-edge developments across industries.

We handle every stage in the life cycle, and we provide fund managers with the sophisticated level of counsel required for forming, advising and operating private investment funds. Within fund formation, we take a creative approach, starting with not only the specific objectives of a particular fund but also an assessment of how the fund fits within the client’s broader business goals. We then help fund managers determine the best structure and terms to achieve those goals.

Read More
Securitization + Derivatives

Goodwin’s securitization and derivatives attorneys are experienced in all aspects of the public and private distribution of structured finance securities, including collateralized debt obligations (CDOs), asset-backed and mortgage-backed securities and derivatives.

Read More
Tax
Complex tax issues often arise in structuring strategic, commercial and financial transactions and investment products. To find practical solutions to these challenging issues, clients rely on Goodwin’s tax lawyers to advise on the full range of international, federal and state tax issues. Clients seek us out not only to address their tax issues on a transaction, but also to help them gain a competitive advantage by creating structures designed to solve the tax issues faced by the counterparties.
Read More

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