Negotiated and reviewed several hundred investments on behalf of institutional investors in private equity, venture capital, real estate, energy, hedge and a wide variety of other funds since 2000, including U.S., offshore and international funds.

Drafted and negotiated documentation for dozens of direct investments and co-investments in portfolio companies.

Established a form of investment management agreement for a state pension plan and an investment contract review process to provide consistency and efficiency in the negotiation of complex investment contracts and enhanced compliance oversight.

Drafted and negotiated separate account arrangements using special purpose vehicles, funds of one, and direct investment management agreements.

Drafted, on multiple occasions, the private fund agreement on behalf of the institutional investor and negotiated and drafted the “cornerstone” investment in the management company.

Created a proprietary $200 million hedge fund to provide a governmental pension plan access to high-performing middle-market managers, including structuring the fund, creating the management agreement to oversee the fund, and establishing protocols, financial controls and audit procedures.

Created and negotiated a special fund to hold and manage illiquid fixed income assets for a governmental pension fund during the economic crisis in 2008, including the termination of a $400 million manager mandate and the transfer of securities into a “run-off” account.

Negotiated custodial agreement for a master trust fund and other segregated accounts.

Reviewed foreign exchange transactions for pension system and negotiated improved foreign exchange terms in custodial bank contract.

Represented the spinout of the investment office of a major state university into a separate, tax-exempt entity, and created, managed and applied for tax exemption of a multistrategy fund of funds managing the endowment and foundation assets of the university, affiliated universities, and their supporting organizations and foundations.

Represented both a state pension fund and a university endowment at board meetings, investment committee meetings, audit committee meetings and other subcommittee meetings.

Developed and drafted board policies to address governance, fiduciary, investment, compliance and operational issues for a large governmental pension plan.

Represented a group of investment professionals in their spinout from a large financial institution and represented the resulting investment and wealth management firm having a multifamily office platform.

Reviewed audit and reporting obligations of a large state pension system, reviewed best practices of the system’s operations, and facilitated adoption of best practices policies and procedures for meeting the governing board’s fiduciary obligations and duties.