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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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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Customers Bank Completes Sale of $500 Million Portfolio

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

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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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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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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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Stradley Ronon Represents XPYRIA in Merger with Cerity Partners

Stradley Ronon represented XPYRIA Investment Advisors, a Pittsburgh-based independent investment adviser, in a merger with Cerity Partners.

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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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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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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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Stradley Ronon Advises Franklin Templeton on Historic Spot Ether ETF

Stradley Ronon served as counsel to Franklin Templeton on the formation, registration, listing and launch of a new exchange-traded product, Franklin Ethereum ETF.

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Stradley Ronon Advises Horizon BCBSNJ in Joint Venture with Deerfield Management

Stradley Ronon represented Horizon Blue Cross Blue Shield of New Jersey, the state’s oldest and largest health insurer, in a joint venture with Deerfield Management Co.

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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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