Partner in BLG’s Securities and Capital Markets Group and Investment Management Focus Group. Practises exclusively in securities and corporate commercial law, with particular expertise in M&A transactions and a wide variety of investment fund matters, including acting for private equity funds, hedge funds, mutual funds and closed-end investment funds and their investment fund managers, advisors and exempt market dealers. Focuses on mergers and acquisitions, as well as corporate finance, including advising on TSX and TSX-V listings, initial public offerings and reverse takeovers. Investment funds expertise includes M&A transactions; hedge fund, private equity and mutual fund formation and offerings; fund documentation, including simplified prospectuses, annual information forms, fund facts and other disclosure documentation; a wide range of fund governance issues, compliance policies and procedures, investment restrictions and related issues. Also advises on advisor, dealer and investment fund manager registration and compliance, and related governance issues.
Year Called to the Bar:
1990 (ON); 2000 (BC); 1988 (New York)
Investment Funds & Asset Management - Investment Funds