Jessica D. Burt


Jessica Burt


Jessica D. Burt frequently counsels on the applicability and interpretation of federal securities laws, and assists in the representation of clients in the investment management industry, including:

  • Registered Investment Companies: Advises clients on the federal securities laws pertaining to the organization and registration of investment companies. She drafts and reviews critical documentation, such as registration statements, proxy solicitation materials, information statements, shareholder reports, investment adviser registration materials, and compliance policies and procedures.
  • Investment Advisers: Participates in counseling investment advisers with respect to their obligations under the securities laws. She also assists in the representation of investment management clients undertaking a corporate merger or reorganization.
  • Independent Directors: Participates in advising boards of directors on issues arising under the Investment Advisers Act of 1940 and the Investment Company Act of 1940, as well as various governance issues.
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Representative Matters

  • assisted in the representation of a large investment management company complex in its agreement to acquire 17 equity and bond mutual funds with $3.6 billion in assets, including the reorganization of those funds into the complex
  • assisted in the representation of an investment company client in the adoption of various mutual funds
  • handled merger and internal fund reorganization for an investment company client and prepared proxy statement electing trustees and approving new advisory and subadvisory relationships
  • assisted in engagement with a pension consulting firm located in Guam to establish a series of collective trust funds
  • engaged to represent a large investment management company complex with the redomestication of its closed-end funds to Delaware statutory trusts, followed by mergers involving the closed-end funds and various open-end funds
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Bar Admissions
  • District of Columbia
  • New York
  • B.A., magna cum laude, Phi Beta Kappa, University of Rochester
  • M.A., George Washington University Elliott School of International Affairs
  • J.D., cum laude, American University Washington College of Law

  • American Bar Association
  • District of Columbia Bar Association
  • New York State Bar Association
  • Stradley Ronon Associates Committee

  • French
  • Spanish

In The Community

Jessica served as the secretary of the Board of Trustees for The New York Avenue Presbyterian Church.
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