Insights & News

Heard in the Hall: Stradley Attorneys Share Their Thoughts on the 2019 ICI Investment Management Conference Sessions

March 18, 2019

Stradley Attorneys Share Their Thoughts on 2019 ICI Mutual Funds and Investment Management Conference Sessions

Please click on the short videos below to hear about each day’s important takeaways.

Day One

Bruce Leto

Keynote Remarks: Dalia Blass
& General Session:
Regulatory Developments
in Investment Management

Nicole Simon

Expecting the
Unexpected Cyber Event:
Everything is Unprecedented Until It Happens

Matthew DiClemente

Reaping the Benefits of
Equity Market Reforms
for Fund Shareholders

Sara Crovitz

The Polls are Open:
Reexamining SEC Proxy
Voting Requirements

David Grim

Keynote Remarks:
Elad Roisman – SEC Commissioner

Peter Hong

Keeping the Fox Out
of the Henhouse: How Transfer Agents are Looking
Out for Fund Shareholders

Alison Fuller

Changing Environment: Implications for Fund Boards

Ruth Epstein

Ebb or Flow?
Finalizing Liquidity Programs

Michael Mundt

Surf's Up for ETFs

Day Two

Greg DiMeglio

The SEC’s Focus on Investor Protection: RICs on the Radar of OCIE and Enforcement

Christopher Zimmerman

Award for Best New (W)rapper:
Choosing the Right
Alternative Fund Structure
for Your Next Launch

Alan Goldberg

Having Your British Cake and Eating Your European One Too – New Operational & Investment Challenges

Lawrence Stadulis

Advertising in the Digital Age

Keith Dutill

Mutual Fund Civil Litigation: The Year in Review

Marissa Parker - Effective Date Use

Effective Data Use: A Differentiator in Asset Management

Corporate & Securities

Education

Employment & Labor

Financial Services

Food & Beverage

Government & Public Affairs

Intellectual Property

Investment Management

Nonprofit & Religious Organizations

Regulation & Compliance

Trusts, Estates & Personal Planning

Special Situations

Concise Capital

Restructure of Concise Capital Management Master Feeder Hedge Fund

Stradley Ronon represented Concise Capital Management, an SEC-registered investment adviser with $400 million in AUM specializing in short-duration, under-followed, high-yield bonds.

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Union Square Capital Partners Acquires The Management of PREDEX

Stradley Ronon represented Union Square Capital Partners (USQ), a wholly-owned subsidiary of Chatham Financial Corp, in its acquisition of the management of PREDEX.

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Redevelopment Project in Stone Harbor

Stradley Ronon represented the Sisters, Servants of the Immaculate Heart of Mary (IHM) with a redevelopment project in Stone Harbor, New Jersey.

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Stradley Ronon Advises Fountain Life in LifeOmic Acquisition

Stradley Ronon represented Fountain Life, an advanced diagnostics and preventative health company, in its acquisition of health data technology company LifeOmic.

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Stradley Ronon Advises CenterSquare in Investment in Aligned Data Centers

Stradley Ronon represented CenterSquare Investment Management, a global real estate investment manager, in connection with an equity investment in Aligned Data Centers.

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Stradley Ronon Advises Franklin Templeton on Industry-First Spot Bitcoin ETF

Stradley Ronon advised Franklin Templeton on the formation, registration, listing and launch of the Franklin Bitcoin ETF, one of 11 spot bitcoin exchange-traded funds (ETFs) to receive listing approval from the U.S. Securities and Exchange Commission (SEC) on January 10.

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Motion to Dismiss Granted to ExamWorks

Stradley Ronon client ExamWorks, LLC, a leading provider of independent medical examinations, peer reviews, bill reviews, Medicare compliance, case management, record retrieval, document management and related services, was granted a motion to dismiss by the Superior Court of New Jersey, Essex County.

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Pacific Asset Management Acquired by Aristotle

Stradley Ronon represented Pacific Life Insurance Company with the sale of its third‐party credit asset management firm, Pacific Asset Management, LLC.

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Summary Judgment for SEPTA Discrimination Claims in the EDPA

Stradley Ronon secured summary judgment for SEPTA in the Eastern District of Pennsylvania for discrimination claims based on age, sex and race.

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HRP Breaks Ground on First Phase of The Bellwether District

Stradley Ronon joined client Hilco Redevelopment Partners (HRP), elected officials, and business and community leaders at the groundbreaking for the first phase of The Bellwether District.

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Lumina Completes Merger with Cerity Partners

Stradley Ronon represented Lumina Financial Consultants, a financial planning and wealth management services provider specifically focused on women and their families, in a merger with Cerity Partners.

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United Packaging Acquired by Envoy Solutions

United Packaging Acquired by Envoy Solutions

Stradley Ronon represented Bristol, PA-based United Packaging, a leading distributor of high-quality packaging, shipping, safety and janitorial supplies in its acquisition by Envoy Solutions.

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Customers Bank Completes Sale of $500 Million Portfolio

Stradley Ronon represented Customers Bank, the primary subsidiary of Customers Bancorp, Inc.

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Stradley is committed to diversity for many reasons: because it provides a voice to the unique perspectives of all our attorneys; because it reflects the evolving face of the legal profession; and because it allows us to provide the highest-quality services to our clients, who are as diverse as we are. Most of all, though, Stradley is committed to diversity because we believe there is strength in the differences among our experiences and world views. Read More...