Seminars
Speaker, “Private Equity/Venture Capital Funds: Historic Approaches and Newer Trends,” Golden Flag Webinar Series: Unlocking the Retail Market, January 2024
Speaker, “Current Market Opportunity Key Considerations When Forming a Retail Fund Structuring Options,” Golden Flag Webinar Series: Unlocking the Retail Market, October 2023
Panelist, “Capital Formation for Unlisted Closed-End Funds,” ICI Closed-End Fund Conference, November 2023
Speaker, “Beyond Private Funds: Introduction to Registered Fund Products,” Golden Flag International Law Firm 2022 Registered Adviser Seminar & CCO Summit, November 2022
Publications
Co-Author, “SEC Adopts Amendments to Expand the Scope of the ‘Names Rule,’” Golden Flag Alert, October 3, 2023
Co-Author, “SEC Adopts Amendments to Streamline Shareholder Reports and Update Advertising Rules for Investment Companies,” Golden Flag Alert, November 21, 2022
Co-Author, “SEC Proposes Pair of Long-Awaited ESG Rules; Non-ESG Funds Swept Up as Well,” Golden Flag Alert, June 3, 2022