Bar Admissions
- New York
Education
- University of Michigan Law School, JD, 1995
- Articles Editor, University of Michigan Journal of Law Reform
- Vol. 29, Author of "Electronic Mail and Public Disclosure Laws," University of Michigan Journal of Law Reform, Vol. 28. No. 2
- University of Michigan, AB, 1991
- cum laude
- high honors in history
Daniel F. Hunter
Partner
Co-Head of the Investment Management Group. Focuses on building complex hedge funds and credit funds across the liquidity spectrum (evergreen, open-end and closed-end).
Dan's clients manage sophisticated private funds that invest in private credit, including venture debt funds, closed-end private debt funds, direct lending funds, loan funds, distressed credit funds, opportunity funds and more.
In addition, he has more than 20 years of experience advising hedge fund managers. He focuses on multi-strategy managers, multi-manager firms, quantitative managers and cross-over managers, among other types of asset management firms. He works on groundbreaking funds and strategies with new and emerging managers, as well as hedge fund formations for prominent brand-name global leading managers. He also provides day-to-day regulatory, operational, M&A and restructuring advice, and advises fund managers regarding the receipt of seed capital.
Dan is ranked Band 3 in Chambers Global Hedge Funds – USA 2024. He has been ranked by Chambers USA in Investment Funds: Hedge Funds – Nationwide as well as by The Legal 500 US in Investment Fund Formation and Management – Alternative/Hedge Funds. Chambers notes that clients praised him as “outstanding to work with,” adding that “he is very smart, very experienced and very responsive.”
-
“CFTC Hikes Financial Bar for Hedge Fund, Commodity Investors,” FundFire, September 2024 (quoted)
- “CFTC Increases Financial Thresholds for Qualified Eligible Person Status,” Schulte Alert, Sept. 18, 2024
- “Hedge funds want in on private credit – but are they ready for it?” 9fin, June 21, 2024 (quoted)
- “Private Funds Market Trends Report,” Schulte Publication, June 2021
- “What LPs Are Looking For After COVID: Cash is King,” Alt Credit Fund Intelligence, Nov. 2020 (quoted)
- “Simultaneous Management of PE and Private Credit Funds: Techniques for Properly Allocating Investments, Fees and Employees (Part Two of Two),” Private Equity Law Report, Nov. 2020 (quoted)
- “Simultaneous Management of PE and Private Credit Funds: Use of Walls and Other Tactics to Manage MNPI Risks (Parts One and Two),” Private Equity Law Report, November 2020 (quoted)
- “Private Funds – Market Trends Report,” Schulte Publication, October 2020
- “Forming Private Credit Funds: How Material Variations in Fee Structures and Recycled Proceeds Compare to PE Funds (Part Two of Two),” Private Equity Law Report, May 19, 2020 (quoted)
- “Private Funds – Market Trends Report,” Schulte Publication, May 13, 2020
- “Forming Private Credit Funds: Key Differences in Fund Lifecycle and the Use of Subscription Facilities Versus PE Funds (Part One of Two),” Private Equity Law Report, May 12, 2020 (quoted)
- “Private Funds – Ideas for Raising New Capital During the COVID-19 Dislocation,” Schulte Publication, March 26, 2020; republished in The Hedge Fund Journal, May 2020
- “Private Funds Guidance – Considerations During Volatile Markets for Hedge Funds and Credit, Direct Lending and Distressed Funds (COVID-19),” Schulte Publication, March 16, 2020
- Hedge Funds: Formation, Operation and Regulation, ALM Law Journal Press, co-author; Full Court Press, 2022, co-author
- “Don’t Play Favourites With Your Investors,” HFMWeek, April 2018 (quoted)
- “Reminder: TIC SHC Reports Due by March 3, 2017,” Schulte Alert, Feb. 14, 2017, co-author
- “Co-Investments with Schulte’s Leading Fund Formation Group,” The Hedge Fund Journal, March 2016 (quoted)
- “New ESMA Guidance on European Short Selling Rules – Effective 1 November 2012,” Schulte Alert, Oct. 18, 2012, co-author
- “New European Rules on Short Selling – Effective 1 November 2012,” The Hedge Fund Journal, September/October 2012
- “New European Rules on Short Selling – Effective 1 November 2012,” Schulte Alert, Oct. 5, 2012, co-author
- “Paulson’s Lacoursiere Said to Leave to Start Own Hedge Fund,” Bloomberg, March 13, 2012 (quoted)
- “EU Short Selling Update: France, Belgium and Spain Lift Short Selling Restrictions on Financial Companies,” Schulte Alert, Feb. 16, 2012, co-author
- “CFTC Finalizes Significant Rule Changes Affecting Fund Managers and Investment Companies,” Schulte Alert, Feb. 10, 2012, co-author
- “Focus On: US Investors in LatAm,” LatAm Fund Manager, February 2012, co-author
- “CCOs Advised on Form SLT,” Compliance Reporter, Jan. 20, 2012 (quoted)
- “France, Spain, Italy, Belgium and Greece Extend Short Sale Bans on Financial Companies,” Schulte Alert, Oct. 25, 2011, co-author
- “France, Spain, Italy, Belgium and Other Jurisdictions Impose Short Sale Restrictions on Financial Companies,” Schulte Alert, Oct. 12, 2011, co-author
- “France, Spain, Italy and Belgium to Impose Short Sale Restrictions on Financial Companies Effective August 12, 2011; ESMA Issues Statement,” Schulte Alert, Oct. 11, 2011
- “New Treasury Department Reporting Obligations for Certain U.S. Investment Managers,” Schulte Alert, Sept. 7, 2011, co-author
- “Private Investment Funds Sweat CFTC Oversight,” Compliance Reporter, March 21, 2011 (quoted)
- “CFTC Proposes to Discontinue Widely Used Registration Exemption,” Schulte Alert, March 10, 2011, co-author
- “The Changing Face of Capital Introduction,” MFA Reporter, April 2006
- “Fundraising,” 33rd Annual Schulte Private Capital Forum, January 2024
- “Fund Insights – Marketing, Strategies and Terms,” Schulte 32nd Annual Private Investment Funds Seminar, January 2023
- Goldman Sachs 25th Annual Hedge Fund Conference, Miami, May 2022
- “Crypto Legal Structuring and Compliance," lecture to the Peer Exchange, March 2022
- “Fund Finance,” Schulte 31st Annual Private Investment Funds Seminar, Jan. 2022
- “Industry Trends in Legal and Tax,” Prime Services 2021 Hedge Fund Conference, May 2021
- “Emerging Managers,” Schulte 30th Annual Private Investment Funds Seminar, Jan. 2021
- “Management Company Planning, Disputes and Transitions,” Schulte 30th Annual Private Investment Funds Seminar, Jan. 2021
- “Credit & Distressed Fund Trends,” Schulte Webinar, October 2020
- “The Return of Distressed Debt Opportunities: Staying Ahead of the Curve,” Intertrust Webinar, October 2020
- “Capital Raising in a Virtual World,” Bloomberg Webinar, September 2020
- “Trends in Fund Terms and Navigating Side Letters,” Bank of America Webinar, March 2020
- CohnReznick 2020 Hedge Fund Managers Summit, New York, February 2020
- “Terms and Trends,” Schulte 29th Annual Private Investment Funds Seminar, New York, January 2020
- “Current Issues Impacting Private Investment Funds,” Schulte Breakfast Briefing, October 2019
- Goldman Sachs 22nd Annual Hedge Fund Conference, Denver, May 2019
- Maples and Calder Investment Funds Forum, Grand Cayman, Cayman Islands, February 2019
- “Insurance Dedicated Funds and Related Strategies” and “Credit and Specialty Finance,” Schulte 28th Annual Private Investment Funds Seminar, New York, January 2019
- “Fund Economics,” Schulte 27th Annual Private Investment Funds Seminar, New York, January 2018
- Financial Executives Alliance Regulatory Hot Topics for Hedge Funds, New York, September 2017
- “Succession Planning,” Goldman Sachs 20th Annual Hedge Fund Conference, Nashville, May 2017
- “Assessing Your Fund for Institutional Growth,” Wells Fargo Prime Services The Institutional Road: Infrastructure and Operational Considerations to Attract Institutional Capital, New York, February 2017
- “Regulatory Focus: AML, Cybersecurity and FCPA,” Schulte 26th Annual Private Investment Funds Seminar, New York, January 2017
- Bank of America Merrill Lynch Strategic Capital Considerations — Hedge Fund M&A Teach-In, New York, January 2017
- “Insurance-Dedicated Funds: Tax and Corporate Issues,” Schulte Webinar, September 2016
- Schulte Breakfast Briefing — Current Issues Impacting Private Investment Funds, Old Greenwich, Conn., September 2016
- AIMA Navigating the Landscape of Side Letter Terms Seminar, New York, September 2016
- “Current Terms and Conditions for Anchor and Seed Investments for Hedge Funds,” Wells Fargo Prime Brokerage, New York, February 2016
- “Evolving Terms and Considerations Across the Fund Spectrum” and “Permanent Capital and Other Registered Funds: Access to New Capital Sources,” Schulte 25th Annual Private Investment Funds Seminar, New York, January 2016
- Schulte and MFA Credit Funds: Structuring & Management Panel, New York, September 2015
- “Regulatory Roulette: Knowing the Rules,” Ascendant Compliance Management Compliance as Gatekeepers — NextGen Skills for Effective Compliance Management Conference, Bonita Springs, Fla., March 2015
- Schulte Advanced ERISA Luncheon: An In-Depth Look at Its Impact on Private Equity and Hedge Funds, New York, March 2015
- “Preserving Legal Privilege,” Goldman Sachs General Counsel Conference, New York, March 2015
- “Estate Planning, Charitable Giving and Other Considerations,” Schulte 24th Annual Private Investment Funds Seminar, New York, January 2015
- “AIFMD: Practical Implications for U.S. Managers,” KB Associates Global Fund Distribution: New Opportunities, New Challenges, New York, October 2014
- “Managing Business Growth: Trends in Compensation, Cybersecurity, and Regulatory Risk Management,” CounselWorks SummerTime Summit 2014, Montauk, N.Y., June 2014
- “Global Regulatory Issues,” IIR 3rd Annual InvestorOps, New York, June 2014
- Guest Lecturer, New York University School of Continuing and Professional Studies, Introduction to Hedge Funds, May 2014
- “Recent Developments in the Cayman Islands,” NYSBA Business Law Section Spring Meeting, New York, May 2014
- “Swaps Update: Segregation of Initial Margin for Uncleared Swaps,” Schulte Webinar, April 2014
- “A New Paradigm: Customized Solutions for Investors” and “Running Hedge and Private Equity Strategies Side by Side,” Schulte 23rd Annual Private Investment Funds Seminar, New York, January 2014
- “Regulatory Enforcement, Dispute Resolution and Asset Recovery,” IIR Fund Governance Summit, New York, October 2013
- “JOBS Act and AIFMD for U.S. Managers,” HFMWeek U.S. Breakfast Briefing, New York, September 2013
- “AIFMD for US Private Fund Managers,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, March 2013
- “Day in the Life of a Hedge Fund COO/General Counsel,” University of Michigan Stephen M. Ross School of Business Alternative Investment Management “Fireside Chat,” Ann Arbor, February 2013
- “Form PF Workshop” and “Opportunities for Hedge Fund Managers in the Registered Funds Space,” Schulte 22nd Annual Private Investment Funds Seminar, New York, January 2013
- “New Private Placement Rules Under the JOBS Act,” Financial Executives Alliance, New York, October 2012
- “Compliance and CFTC Issues for Brazilian Managers,” Goldman Sachs Prime Brokerage Conference, Sao Paulo, October 2012
- “FATCA and Dividend Equivalent Withholding Developments,” Schulte Investment Management Hot Topics, New York, April 2012
- “Brazilian Investment Management 101: Opportunities and Challenges in Starting a Brazilian Investment Management Business,” Schulte Conference, New York, February 2012
- “Form PF Workshop,” Schulte 21st Annual Private Investment Funds Seminar, New York, January 2012
- “Legal, Regulatory & Tax,” Goldman Sachs Prime Brokerage Hedge Fund Conference, Rio de Janeiro, October 2011
- “TIC Form SLT,” Goldman Sachs Prime Brokerage Regulatory Reporting Overview, New York, October 2011
- “The Nuts & Bolts of Managing ERISA Plan Assets,” Schulte Investment Management Hot Topics, New York, June 2011
- “Managing the Unique Due Diligence Considerations for Hedge Funds & Other Alternative Investments,” FRA Due Diligence for Institutional Investors, March 2011
- “Hedge Fund Compliance,” Sage Tree Seminars, March 2011
- “Running a Multi-Jurisdictional Adviser,” Schulte 20th Annual Private Investment Funds Seminar, January 2011
- “Preparing for Compliance with the Investment Advisers Act,” Sage Tree Seminars, November 2010
- “Hedge Funds — Structure and Terms,” Morgan Stanley, November 2010
- “Developments in U.S. Financial Institution Regulation,” The Changing Face of Global Financial Services Regulation Webinar, The Cross Border Group, November 2009
- Moderator, “Acquiring and Financing Distressed Assets,” Schulte 18th Annual Private Investment Funds Seminar, January 2009
- “Disclosure Issues in Connection with Side Pockets and Side Letters,” West LegalWorks’ New Frontiers in Hedge Fund Due Diligence Conference, March 2007
- University of Michigan Honors Alumni Council
- Chambers Global
- Chambers USA
- The Legal 500 US
-
“CFTC Hikes Financial Bar for Hedge Fund, Commodity Investors,” FundFire, September 2024 (quoted)
- “CFTC Increases Financial Thresholds for Qualified Eligible Person Status,” Schulte Alert, Sept. 18, 2024
- “Hedge funds want in on private credit – but are they ready for it?” 9fin, June 21, 2024 (quoted)
- “Private Funds Market Trends Report,” Schulte Publication, June 2021
- “What LPs Are Looking For After COVID: Cash is King,” Alt Credit Fund Intelligence, Nov. 2020 (quoted)
- “Simultaneous Management of PE and Private Credit Funds: Techniques for Properly Allocating Investments, Fees and Employees (Part Two of Two),” Private Equity Law Report, Nov. 2020 (quoted)
- “Simultaneous Management of PE and Private Credit Funds: Use of Walls and Other Tactics to Manage MNPI Risks (Parts One and Two),” Private Equity Law Report, November 2020 (quoted)
- “Private Funds – Market Trends Report,” Schulte Publication, October 2020
- “Forming Private Credit Funds: How Material Variations in Fee Structures and Recycled Proceeds Compare to PE Funds (Part Two of Two),” Private Equity Law Report, May 19, 2020 (quoted)
- “Private Funds – Market Trends Report,” Schulte Publication, May 13, 2020
- “Forming Private Credit Funds: Key Differences in Fund Lifecycle and the Use of Subscription Facilities Versus PE Funds (Part One of Two),” Private Equity Law Report, May 12, 2020 (quoted)
- “Private Funds – Ideas for Raising New Capital During the COVID-19 Dislocation,” Schulte Publication, March 26, 2020; republished in The Hedge Fund Journal, May 2020
- “Private Funds Guidance – Considerations During Volatile Markets for Hedge Funds and Credit, Direct Lending and Distressed Funds (COVID-19),” Schulte Publication, March 16, 2020
- Hedge Funds: Formation, Operation and Regulation, ALM Law Journal Press, co-author; Full Court Press, 2022, co-author
- “Don’t Play Favourites With Your Investors,” HFMWeek, April 2018 (quoted)
- “Reminder: TIC SHC Reports Due by March 3, 2017,” Schulte Alert, Feb. 14, 2017, co-author
- “Co-Investments with Schulte’s Leading Fund Formation Group,” The Hedge Fund Journal, March 2016 (quoted)
- “New ESMA Guidance on European Short Selling Rules – Effective 1 November 2012,” Schulte Alert, Oct. 18, 2012, co-author
- “New European Rules on Short Selling – Effective 1 November 2012,” The Hedge Fund Journal, September/October 2012
- “New European Rules on Short Selling – Effective 1 November 2012,” Schulte Alert, Oct. 5, 2012, co-author
- “Paulson’s Lacoursiere Said to Leave to Start Own Hedge Fund,” Bloomberg, March 13, 2012 (quoted)
- “EU Short Selling Update: France, Belgium and Spain Lift Short Selling Restrictions on Financial Companies,” Schulte Alert, Feb. 16, 2012, co-author
- “CFTC Finalizes Significant Rule Changes Affecting Fund Managers and Investment Companies,” Schulte Alert, Feb. 10, 2012, co-author
- “Focus On: US Investors in LatAm,” LatAm Fund Manager, February 2012, co-author
- “CCOs Advised on Form SLT,” Compliance Reporter, Jan. 20, 2012 (quoted)
- “France, Spain, Italy, Belgium and Greece Extend Short Sale Bans on Financial Companies,” Schulte Alert, Oct. 25, 2011, co-author
- “France, Spain, Italy, Belgium and Other Jurisdictions Impose Short Sale Restrictions on Financial Companies,” Schulte Alert, Oct. 12, 2011, co-author
- “France, Spain, Italy and Belgium to Impose Short Sale Restrictions on Financial Companies Effective August 12, 2011; ESMA Issues Statement,” Schulte Alert, Oct. 11, 2011
- “New Treasury Department Reporting Obligations for Certain U.S. Investment Managers,” Schulte Alert, Sept. 7, 2011, co-author
- “Private Investment Funds Sweat CFTC Oversight,” Compliance Reporter, March 21, 2011 (quoted)
- “CFTC Proposes to Discontinue Widely Used Registration Exemption,” Schulte Alert, March 10, 2011, co-author
- “The Changing Face of Capital Introduction,” MFA Reporter, April 2006
- “Fundraising,” 33rd Annual Schulte Private Capital Forum, January 2024
- “Fund Insights – Marketing, Strategies and Terms,” Schulte 32nd Annual Private Investment Funds Seminar, January 2023
- Goldman Sachs 25th Annual Hedge Fund Conference, Miami, May 2022
- “Crypto Legal Structuring and Compliance," lecture to the Peer Exchange, March 2022
- “Fund Finance,” Schulte 31st Annual Private Investment Funds Seminar, Jan. 2022
- “Industry Trends in Legal and Tax,” Prime Services 2021 Hedge Fund Conference, May 2021
- “Emerging Managers,” Schulte 30th Annual Private Investment Funds Seminar, Jan. 2021
- “Management Company Planning, Disputes and Transitions,” Schulte 30th Annual Private Investment Funds Seminar, Jan. 2021
- “Credit & Distressed Fund Trends,” Schulte Webinar, October 2020
- “The Return of Distressed Debt Opportunities: Staying Ahead of the Curve,” Intertrust Webinar, October 2020
- “Capital Raising in a Virtual World,” Bloomberg Webinar, September 2020
- “Trends in Fund Terms and Navigating Side Letters,” Bank of America Webinar, March 2020
- CohnReznick 2020 Hedge Fund Managers Summit, New York, February 2020
- “Terms and Trends,” Schulte 29th Annual Private Investment Funds Seminar, New York, January 2020
- “Current Issues Impacting Private Investment Funds,” Schulte Breakfast Briefing, October 2019
- Goldman Sachs 22nd Annual Hedge Fund Conference, Denver, May 2019
- Maples and Calder Investment Funds Forum, Grand Cayman, Cayman Islands, February 2019
- “Insurance Dedicated Funds and Related Strategies” and “Credit and Specialty Finance,” Schulte 28th Annual Private Investment Funds Seminar, New York, January 2019
- “Fund Economics,” Schulte 27th Annual Private Investment Funds Seminar, New York, January 2018
- Financial Executives Alliance Regulatory Hot Topics for Hedge Funds, New York, September 2017
- “Succession Planning,” Goldman Sachs 20th Annual Hedge Fund Conference, Nashville, May 2017
- “Assessing Your Fund for Institutional Growth,” Wells Fargo Prime Services The Institutional Road: Infrastructure and Operational Considerations to Attract Institutional Capital, New York, February 2017
- “Regulatory Focus: AML, Cybersecurity and FCPA,” Schulte 26th Annual Private Investment Funds Seminar, New York, January 2017
- Bank of America Merrill Lynch Strategic Capital Considerations — Hedge Fund M&A Teach-In, New York, January 2017
- “Insurance-Dedicated Funds: Tax and Corporate Issues,” Schulte Webinar, September 2016
- Schulte Breakfast Briefing — Current Issues Impacting Private Investment Funds, Old Greenwich, Conn., September 2016
- AIMA Navigating the Landscape of Side Letter Terms Seminar, New York, September 2016
- “Current Terms and Conditions for Anchor and Seed Investments for Hedge Funds,” Wells Fargo Prime Brokerage, New York, February 2016
- “Evolving Terms and Considerations Across the Fund Spectrum” and “Permanent Capital and Other Registered Funds: Access to New Capital Sources,” Schulte 25th Annual Private Investment Funds Seminar, New York, January 2016
- Schulte and MFA Credit Funds: Structuring & Management Panel, New York, September 2015
- “Regulatory Roulette: Knowing the Rules,” Ascendant Compliance Management Compliance as Gatekeepers — NextGen Skills for Effective Compliance Management Conference, Bonita Springs, Fla., March 2015
- Schulte Advanced ERISA Luncheon: An In-Depth Look at Its Impact on Private Equity and Hedge Funds, New York, March 2015
- “Preserving Legal Privilege,” Goldman Sachs General Counsel Conference, New York, March 2015
- “Estate Planning, Charitable Giving and Other Considerations,” Schulte 24th Annual Private Investment Funds Seminar, New York, January 2015
- “AIFMD: Practical Implications for U.S. Managers,” KB Associates Global Fund Distribution: New Opportunities, New Challenges, New York, October 2014
- “Managing Business Growth: Trends in Compensation, Cybersecurity, and Regulatory Risk Management,” CounselWorks SummerTime Summit 2014, Montauk, N.Y., June 2014
- “Global Regulatory Issues,” IIR 3rd Annual InvestorOps, New York, June 2014
- Guest Lecturer, New York University School of Continuing and Professional Studies, Introduction to Hedge Funds, May 2014
- “Recent Developments in the Cayman Islands,” NYSBA Business Law Section Spring Meeting, New York, May 2014
- “Swaps Update: Segregation of Initial Margin for Uncleared Swaps,” Schulte Webinar, April 2014
- “A New Paradigm: Customized Solutions for Investors” and “Running Hedge and Private Equity Strategies Side by Side,” Schulte 23rd Annual Private Investment Funds Seminar, New York, January 2014
- “Regulatory Enforcement, Dispute Resolution and Asset Recovery,” IIR Fund Governance Summit, New York, October 2013
- “JOBS Act and AIFMD for U.S. Managers,” HFMWeek U.S. Breakfast Briefing, New York, September 2013
- “AIFMD for US Private Fund Managers,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, March 2013
- “Day in the Life of a Hedge Fund COO/General Counsel,” University of Michigan Stephen M. Ross School of Business Alternative Investment Management “Fireside Chat,” Ann Arbor, February 2013
- “Form PF Workshop” and “Opportunities for Hedge Fund Managers in the Registered Funds Space,” Schulte 22nd Annual Private Investment Funds Seminar, New York, January 2013
- “New Private Placement Rules Under the JOBS Act,” Financial Executives Alliance, New York, October 2012
- “Compliance and CFTC Issues for Brazilian Managers,” Goldman Sachs Prime Brokerage Conference, Sao Paulo, October 2012
- “FATCA and Dividend Equivalent Withholding Developments,” Schulte Investment Management Hot Topics, New York, April 2012
- “Brazilian Investment Management 101: Opportunities and Challenges in Starting a Brazilian Investment Management Business,” Schulte Conference, New York, February 2012
- “Form PF Workshop,” Schulte 21st Annual Private Investment Funds Seminar, New York, January 2012
- “Legal, Regulatory & Tax,” Goldman Sachs Prime Brokerage Hedge Fund Conference, Rio de Janeiro, October 2011
- “TIC Form SLT,” Goldman Sachs Prime Brokerage Regulatory Reporting Overview, New York, October 2011
- “The Nuts & Bolts of Managing ERISA Plan Assets,” Schulte Investment Management Hot Topics, New York, June 2011
- “Managing the Unique Due Diligence Considerations for Hedge Funds & Other Alternative Investments,” FRA Due Diligence for Institutional Investors, March 2011
- “Hedge Fund Compliance,” Sage Tree Seminars, March 2011
- “Running a Multi-Jurisdictional Adviser,” Schulte 20th Annual Private Investment Funds Seminar, January 2011
- “Preparing for Compliance with the Investment Advisers Act,” Sage Tree Seminars, November 2010
- “Hedge Funds — Structure and Terms,” Morgan Stanley, November 2010
- “Developments in U.S. Financial Institution Regulation,” The Changing Face of Global Financial Services Regulation Webinar, The Cross Border Group, November 2009
- Moderator, “Acquiring and Financing Distressed Assets,” Schulte 18th Annual Private Investment Funds Seminar, January 2009
- “Disclosure Issues in Connection with Side Pockets and Side Letters,” West LegalWorks’ New Frontiers in Hedge Fund Due Diligence Conference, March 2007
- University of Michigan Honors Alumni Council
- Chambers Global
- Chambers USA
- The Legal 500 US
Daniel F. Hunter
Partner
Co-Head of the Investment Management Group. Focuses on building complex hedge funds and credit funds across the liquidity spectrum (evergreen, open-end and closed-end).
Dan's clients manage sophisticated private funds that invest in private credit, including venture debt funds, closed-end private debt funds, direct lending funds, loan funds, distressed credit funds, opportunity funds and more.
In addition, he has more than 20 years of experience advising hedge fund managers. He focuses on multi-strategy managers, multi-manager firms, quantitative managers and cross-over managers, among other types of asset management firms. He works on groundbreaking funds and strategies with new and emerging managers, as well as hedge fund formations for prominent brand-name global leading managers. He also provides day-to-day regulatory, operational, M&A and restructuring advice, and advises fund managers regarding the receipt of seed capital.
Dan is ranked Band 3 in Chambers Global Hedge Funds – USA 2024. He has been ranked by Chambers USA in Investment Funds: Hedge Funds – Nationwide as well as by The Legal 500 US in Investment Fund Formation and Management – Alternative/Hedge Funds. Chambers notes that clients praised him as “outstanding to work with,” adding that “he is very smart, very experienced and very responsive.”
Bar Admissions
- New York
Education
- University of Michigan Law School, JD, 1995
- Articles Editor, University of Michigan Journal of Law Reform
- Vol. 29, Author of "Electronic Mail and Public Disclosure Laws," University of Michigan Journal of Law Reform, Vol. 28. No. 2
- University of Michigan, AB, 1991
- cum laude
- high honors in history
-
“CFTC Hikes Financial Bar for Hedge Fund, Commodity Investors,” FundFire, September 2024 (quoted)
- “CFTC Increases Financial Thresholds for Qualified Eligible Person Status,” Schulte Alert, Sept. 18, 2024
- “Hedge funds want in on private credit – but are they ready for it?” 9fin, June 21, 2024 (quoted)
- “Private Funds Market Trends Report,” Schulte Publication, June 2021
- “What LPs Are Looking For After COVID: Cash is King,” Alt Credit Fund Intelligence, Nov. 2020 (quoted)
- “Simultaneous Management of PE and Private Credit Funds: Techniques for Properly Allocating Investments, Fees and Employees (Part Two of Two),” Private Equity Law Report, Nov. 2020 (quoted)
- “Simultaneous Management of PE and Private Credit Funds: Use of Walls and Other Tactics to Manage MNPI Risks (Parts One and Two),” Private Equity Law Report, November 2020 (quoted)
- “Private Funds – Market Trends Report,” Schulte Publication, October 2020
- “Forming Private Credit Funds: How Material Variations in Fee Structures and Recycled Proceeds Compare to PE Funds (Part Two of Two),” Private Equity Law Report, May 19, 2020 (quoted)
- “Private Funds – Market Trends Report,” Schulte Publication, May 13, 2020
- “Forming Private Credit Funds: Key Differences in Fund Lifecycle and the Use of Subscription Facilities Versus PE Funds (Part One of Two),” Private Equity Law Report, May 12, 2020 (quoted)
- “Private Funds – Ideas for Raising New Capital During the COVID-19 Dislocation,” Schulte Publication, March 26, 2020; republished in The Hedge Fund Journal, May 2020
- “Private Funds Guidance – Considerations During Volatile Markets for Hedge Funds and Credit, Direct Lending and Distressed Funds (COVID-19),” Schulte Publication, March 16, 2020
- Hedge Funds: Formation, Operation and Regulation, ALM Law Journal Press, co-author; Full Court Press, 2022, co-author
- “Don’t Play Favourites With Your Investors,” HFMWeek, April 2018 (quoted)
- “Reminder: TIC SHC Reports Due by March 3, 2017,” Schulte Alert, Feb. 14, 2017, co-author
- “Co-Investments with Schulte’s Leading Fund Formation Group,” The Hedge Fund Journal, March 2016 (quoted)
- “New ESMA Guidance on European Short Selling Rules – Effective 1 November 2012,” Schulte Alert, Oct. 18, 2012, co-author
- “New European Rules on Short Selling – Effective 1 November 2012,” The Hedge Fund Journal, September/October 2012
- “New European Rules on Short Selling – Effective 1 November 2012,” Schulte Alert, Oct. 5, 2012, co-author
- “Paulson’s Lacoursiere Said to Leave to Start Own Hedge Fund,” Bloomberg, March 13, 2012 (quoted)
- “EU Short Selling Update: France, Belgium and Spain Lift Short Selling Restrictions on Financial Companies,” Schulte Alert, Feb. 16, 2012, co-author
- “CFTC Finalizes Significant Rule Changes Affecting Fund Managers and Investment Companies,” Schulte Alert, Feb. 10, 2012, co-author
- “Focus On: US Investors in LatAm,” LatAm Fund Manager, February 2012, co-author
- “CCOs Advised on Form SLT,” Compliance Reporter, Jan. 20, 2012 (quoted)
- “France, Spain, Italy, Belgium and Greece Extend Short Sale Bans on Financial Companies,” Schulte Alert, Oct. 25, 2011, co-author
- “France, Spain, Italy, Belgium and Other Jurisdictions Impose Short Sale Restrictions on Financial Companies,” Schulte Alert, Oct. 12, 2011, co-author
- “France, Spain, Italy and Belgium to Impose Short Sale Restrictions on Financial Companies Effective August 12, 2011; ESMA Issues Statement,” Schulte Alert, Oct. 11, 2011
- “New Treasury Department Reporting Obligations for Certain U.S. Investment Managers,” Schulte Alert, Sept. 7, 2011, co-author
- “Private Investment Funds Sweat CFTC Oversight,” Compliance Reporter, March 21, 2011 (quoted)
- “CFTC Proposes to Discontinue Widely Used Registration Exemption,” Schulte Alert, March 10, 2011, co-author
- “The Changing Face of Capital Introduction,” MFA Reporter, April 2006
- “Fundraising,” 33rd Annual Schulte Private Capital Forum, January 2024
- “Fund Insights – Marketing, Strategies and Terms,” Schulte 32nd Annual Private Investment Funds Seminar, January 2023
- Goldman Sachs 25th Annual Hedge Fund Conference, Miami, May 2022
- “Crypto Legal Structuring and Compliance," lecture to the Peer Exchange, March 2022
- “Fund Finance,” Schulte 31st Annual Private Investment Funds Seminar, Jan. 2022
- “Industry Trends in Legal and Tax,” Prime Services 2021 Hedge Fund Conference, May 2021
- “Emerging Managers,” Schulte 30th Annual Private Investment Funds Seminar, Jan. 2021
- “Management Company Planning, Disputes and Transitions,” Schulte 30th Annual Private Investment Funds Seminar, Jan. 2021
- “Credit & Distressed Fund Trends,” Schulte Webinar, October 2020
- “The Return of Distressed Debt Opportunities: Staying Ahead of the Curve,” Intertrust Webinar, October 2020
- “Capital Raising in a Virtual World,” Bloomberg Webinar, September 2020
- “Trends in Fund Terms and Navigating Side Letters,” Bank of America Webinar, March 2020
- CohnReznick 2020 Hedge Fund Managers Summit, New York, February 2020
- “Terms and Trends,” Schulte 29th Annual Private Investment Funds Seminar, New York, January 2020
- “Current Issues Impacting Private Investment Funds,” Schulte Breakfast Briefing, October 2019
- Goldman Sachs 22nd Annual Hedge Fund Conference, Denver, May 2019
- Maples and Calder Investment Funds Forum, Grand Cayman, Cayman Islands, February 2019
- “Insurance Dedicated Funds and Related Strategies” and “Credit and Specialty Finance,” Schulte 28th Annual Private Investment Funds Seminar, New York, January 2019
- “Fund Economics,” Schulte 27th Annual Private Investment Funds Seminar, New York, January 2018
- Financial Executives Alliance Regulatory Hot Topics for Hedge Funds, New York, September 2017
- “Succession Planning,” Goldman Sachs 20th Annual Hedge Fund Conference, Nashville, May 2017
- “Assessing Your Fund for Institutional Growth,” Wells Fargo Prime Services The Institutional Road: Infrastructure and Operational Considerations to Attract Institutional Capital, New York, February 2017
- “Regulatory Focus: AML, Cybersecurity and FCPA,” Schulte 26th Annual Private Investment Funds Seminar, New York, January 2017
- Bank of America Merrill Lynch Strategic Capital Considerations — Hedge Fund M&A Teach-In, New York, January 2017
- “Insurance-Dedicated Funds: Tax and Corporate Issues,” Schulte Webinar, September 2016
- Schulte Breakfast Briefing — Current Issues Impacting Private Investment Funds, Old Greenwich, Conn., September 2016
- AIMA Navigating the Landscape of Side Letter Terms Seminar, New York, September 2016
- “Current Terms and Conditions for Anchor and Seed Investments for Hedge Funds,” Wells Fargo Prime Brokerage, New York, February 2016
- “Evolving Terms and Considerations Across the Fund Spectrum” and “Permanent Capital and Other Registered Funds: Access to New Capital Sources,” Schulte 25th Annual Private Investment Funds Seminar, New York, January 2016
- Schulte and MFA Credit Funds: Structuring & Management Panel, New York, September 2015
- “Regulatory Roulette: Knowing the Rules,” Ascendant Compliance Management Compliance as Gatekeepers — NextGen Skills for Effective Compliance Management Conference, Bonita Springs, Fla., March 2015
- Schulte Advanced ERISA Luncheon: An In-Depth Look at Its Impact on Private Equity and Hedge Funds, New York, March 2015
- “Preserving Legal Privilege,” Goldman Sachs General Counsel Conference, New York, March 2015
- “Estate Planning, Charitable Giving and Other Considerations,” Schulte 24th Annual Private Investment Funds Seminar, New York, January 2015
- “AIFMD: Practical Implications for U.S. Managers,” KB Associates Global Fund Distribution: New Opportunities, New Challenges, New York, October 2014
- “Managing Business Growth: Trends in Compensation, Cybersecurity, and Regulatory Risk Management,” CounselWorks SummerTime Summit 2014, Montauk, N.Y., June 2014
- “Global Regulatory Issues,” IIR 3rd Annual InvestorOps, New York, June 2014
- Guest Lecturer, New York University School of Continuing and Professional Studies, Introduction to Hedge Funds, May 2014
- “Recent Developments in the Cayman Islands,” NYSBA Business Law Section Spring Meeting, New York, May 2014
- “Swaps Update: Segregation of Initial Margin for Uncleared Swaps,” Schulte Webinar, April 2014
- “A New Paradigm: Customized Solutions for Investors” and “Running Hedge and Private Equity Strategies Side by Side,” Schulte 23rd Annual Private Investment Funds Seminar, New York, January 2014
- “Regulatory Enforcement, Dispute Resolution and Asset Recovery,” IIR Fund Governance Summit, New York, October 2013
- “JOBS Act and AIFMD for U.S. Managers,” HFMWeek U.S. Breakfast Briefing, New York, September 2013
- “AIFMD for US Private Fund Managers,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, March 2013
- “Day in the Life of a Hedge Fund COO/General Counsel,” University of Michigan Stephen M. Ross School of Business Alternative Investment Management “Fireside Chat,” Ann Arbor, February 2013
- “Form PF Workshop” and “Opportunities for Hedge Fund Managers in the Registered Funds Space,” Schulte 22nd Annual Private Investment Funds Seminar, New York, January 2013
- “New Private Placement Rules Under the JOBS Act,” Financial Executives Alliance, New York, October 2012
- “Compliance and CFTC Issues for Brazilian Managers,” Goldman Sachs Prime Brokerage Conference, Sao Paulo, October 2012
- “FATCA and Dividend Equivalent Withholding Developments,” Schulte Investment Management Hot Topics, New York, April 2012
- “Brazilian Investment Management 101: Opportunities and Challenges in Starting a Brazilian Investment Management Business,” Schulte Conference, New York, February 2012
- “Form PF Workshop,” Schulte 21st Annual Private Investment Funds Seminar, New York, January 2012
- “Legal, Regulatory & Tax,” Goldman Sachs Prime Brokerage Hedge Fund Conference, Rio de Janeiro, October 2011
- “TIC Form SLT,” Goldman Sachs Prime Brokerage Regulatory Reporting Overview, New York, October 2011
- “The Nuts & Bolts of Managing ERISA Plan Assets,” Schulte Investment Management Hot Topics, New York, June 2011
- “Managing the Unique Due Diligence Considerations for Hedge Funds & Other Alternative Investments,” FRA Due Diligence for Institutional Investors, March 2011
- “Hedge Fund Compliance,” Sage Tree Seminars, March 2011
- “Running a Multi-Jurisdictional Adviser,” Schulte 20th Annual Private Investment Funds Seminar, January 2011
- “Preparing for Compliance with the Investment Advisers Act,” Sage Tree Seminars, November 2010
- “Hedge Funds — Structure and Terms,” Morgan Stanley, November 2010
- “Developments in U.S. Financial Institution Regulation,” The Changing Face of Global Financial Services Regulation Webinar, The Cross Border Group, November 2009
- Moderator, “Acquiring and Financing Distressed Assets,” Schulte 18th Annual Private Investment Funds Seminar, January 2009
- “Disclosure Issues in Connection with Side Pockets and Side Letters,” West LegalWorks’ New Frontiers in Hedge Fund Due Diligence Conference, March 2007
- University of Michigan Honors Alumni Council
- Chambers Global
- Chambers USA
- The Legal 500 US
-
“CFTC Hikes Financial Bar for Hedge Fund, Commodity Investors,” FundFire, September 2024 (quoted)
- “CFTC Increases Financial Thresholds for Qualified Eligible Person Status,” Schulte Alert, Sept. 18, 2024
- “Hedge funds want in on private credit – but are they ready for it?” 9fin, June 21, 2024 (quoted)
- “Private Funds Market Trends Report,” Schulte Publication, June 2021
- “What LPs Are Looking For After COVID: Cash is King,” Alt Credit Fund Intelligence, Nov. 2020 (quoted)
- “Simultaneous Management of PE and Private Credit Funds: Techniques for Properly Allocating Investments, Fees and Employees (Part Two of Two),” Private Equity Law Report, Nov. 2020 (quoted)
- “Simultaneous Management of PE and Private Credit Funds: Use of Walls and Other Tactics to Manage MNPI Risks (Parts One and Two),” Private Equity Law Report, November 2020 (quoted)
- “Private Funds – Market Trends Report,” Schulte Publication, October 2020
- “Forming Private Credit Funds: How Material Variations in Fee Structures and Recycled Proceeds Compare to PE Funds (Part Two of Two),” Private Equity Law Report, May 19, 2020 (quoted)
- “Private Funds – Market Trends Report,” Schulte Publication, May 13, 2020
- “Forming Private Credit Funds: Key Differences in Fund Lifecycle and the Use of Subscription Facilities Versus PE Funds (Part One of Two),” Private Equity Law Report, May 12, 2020 (quoted)
- “Private Funds – Ideas for Raising New Capital During the COVID-19 Dislocation,” Schulte Publication, March 26, 2020; republished in The Hedge Fund Journal, May 2020
- “Private Funds Guidance – Considerations During Volatile Markets for Hedge Funds and Credit, Direct Lending and Distressed Funds (COVID-19),” Schulte Publication, March 16, 2020
- Hedge Funds: Formation, Operation and Regulation, ALM Law Journal Press, co-author; Full Court Press, 2022, co-author
- “Don’t Play Favourites With Your Investors,” HFMWeek, April 2018 (quoted)
- “Reminder: TIC SHC Reports Due by March 3, 2017,” Schulte Alert, Feb. 14, 2017, co-author
- “Co-Investments with Schulte’s Leading Fund Formation Group,” The Hedge Fund Journal, March 2016 (quoted)
- “New ESMA Guidance on European Short Selling Rules – Effective 1 November 2012,” Schulte Alert, Oct. 18, 2012, co-author
- “New European Rules on Short Selling – Effective 1 November 2012,” The Hedge Fund Journal, September/October 2012
- “New European Rules on Short Selling – Effective 1 November 2012,” Schulte Alert, Oct. 5, 2012, co-author
- “Paulson’s Lacoursiere Said to Leave to Start Own Hedge Fund,” Bloomberg, March 13, 2012 (quoted)
- “EU Short Selling Update: France, Belgium and Spain Lift Short Selling Restrictions on Financial Companies,” Schulte Alert, Feb. 16, 2012, co-author
- “CFTC Finalizes Significant Rule Changes Affecting Fund Managers and Investment Companies,” Schulte Alert, Feb. 10, 2012, co-author
- “Focus On: US Investors in LatAm,” LatAm Fund Manager, February 2012, co-author
- “CCOs Advised on Form SLT,” Compliance Reporter, Jan. 20, 2012 (quoted)
- “France, Spain, Italy, Belgium and Greece Extend Short Sale Bans on Financial Companies,” Schulte Alert, Oct. 25, 2011, co-author
- “France, Spain, Italy, Belgium and Other Jurisdictions Impose Short Sale Restrictions on Financial Companies,” Schulte Alert, Oct. 12, 2011, co-author
- “France, Spain, Italy and Belgium to Impose Short Sale Restrictions on Financial Companies Effective August 12, 2011; ESMA Issues Statement,” Schulte Alert, Oct. 11, 2011
- “New Treasury Department Reporting Obligations for Certain U.S. Investment Managers,” Schulte Alert, Sept. 7, 2011, co-author
- “Private Investment Funds Sweat CFTC Oversight,” Compliance Reporter, March 21, 2011 (quoted)
- “CFTC Proposes to Discontinue Widely Used Registration Exemption,” Schulte Alert, March 10, 2011, co-author
- “The Changing Face of Capital Introduction,” MFA Reporter, April 2006
- “Fundraising,” 33rd Annual Schulte Private Capital Forum, January 2024
- “Fund Insights – Marketing, Strategies and Terms,” Schulte 32nd Annual Private Investment Funds Seminar, January 2023
- Goldman Sachs 25th Annual Hedge Fund Conference, Miami, May 2022
- “Crypto Legal Structuring and Compliance," lecture to the Peer Exchange, March 2022
- “Fund Finance,” Schulte 31st Annual Private Investment Funds Seminar, Jan. 2022
- “Industry Trends in Legal and Tax,” Prime Services 2021 Hedge Fund Conference, May 2021
- “Emerging Managers,” Schulte 30th Annual Private Investment Funds Seminar, Jan. 2021
- “Management Company Planning, Disputes and Transitions,” Schulte 30th Annual Private Investment Funds Seminar, Jan. 2021
- “Credit & Distressed Fund Trends,” Schulte Webinar, October 2020
- “The Return of Distressed Debt Opportunities: Staying Ahead of the Curve,” Intertrust Webinar, October 2020
- “Capital Raising in a Virtual World,” Bloomberg Webinar, September 2020
- “Trends in Fund Terms and Navigating Side Letters,” Bank of America Webinar, March 2020
- CohnReznick 2020 Hedge Fund Managers Summit, New York, February 2020
- “Terms and Trends,” Schulte 29th Annual Private Investment Funds Seminar, New York, January 2020
- “Current Issues Impacting Private Investment Funds,” Schulte Breakfast Briefing, October 2019
- Goldman Sachs 22nd Annual Hedge Fund Conference, Denver, May 2019
- Maples and Calder Investment Funds Forum, Grand Cayman, Cayman Islands, February 2019
- “Insurance Dedicated Funds and Related Strategies” and “Credit and Specialty Finance,” Schulte 28th Annual Private Investment Funds Seminar, New York, January 2019
- “Fund Economics,” Schulte 27th Annual Private Investment Funds Seminar, New York, January 2018
- Financial Executives Alliance Regulatory Hot Topics for Hedge Funds, New York, September 2017
- “Succession Planning,” Goldman Sachs 20th Annual Hedge Fund Conference, Nashville, May 2017
- “Assessing Your Fund for Institutional Growth,” Wells Fargo Prime Services The Institutional Road: Infrastructure and Operational Considerations to Attract Institutional Capital, New York, February 2017
- “Regulatory Focus: AML, Cybersecurity and FCPA,” Schulte 26th Annual Private Investment Funds Seminar, New York, January 2017
- Bank of America Merrill Lynch Strategic Capital Considerations — Hedge Fund M&A Teach-In, New York, January 2017
- “Insurance-Dedicated Funds: Tax and Corporate Issues,” Schulte Webinar, September 2016
- Schulte Breakfast Briefing — Current Issues Impacting Private Investment Funds, Old Greenwich, Conn., September 2016
- AIMA Navigating the Landscape of Side Letter Terms Seminar, New York, September 2016
- “Current Terms and Conditions for Anchor and Seed Investments for Hedge Funds,” Wells Fargo Prime Brokerage, New York, February 2016
- “Evolving Terms and Considerations Across the Fund Spectrum” and “Permanent Capital and Other Registered Funds: Access to New Capital Sources,” Schulte 25th Annual Private Investment Funds Seminar, New York, January 2016
- Schulte and MFA Credit Funds: Structuring & Management Panel, New York, September 2015
- “Regulatory Roulette: Knowing the Rules,” Ascendant Compliance Management Compliance as Gatekeepers — NextGen Skills for Effective Compliance Management Conference, Bonita Springs, Fla., March 2015
- Schulte Advanced ERISA Luncheon: An In-Depth Look at Its Impact on Private Equity and Hedge Funds, New York, March 2015
- “Preserving Legal Privilege,” Goldman Sachs General Counsel Conference, New York, March 2015
- “Estate Planning, Charitable Giving and Other Considerations,” Schulte 24th Annual Private Investment Funds Seminar, New York, January 2015
- “AIFMD: Practical Implications for U.S. Managers,” KB Associates Global Fund Distribution: New Opportunities, New Challenges, New York, October 2014
- “Managing Business Growth: Trends in Compensation, Cybersecurity, and Regulatory Risk Management,” CounselWorks SummerTime Summit 2014, Montauk, N.Y., June 2014
- “Global Regulatory Issues,” IIR 3rd Annual InvestorOps, New York, June 2014
- Guest Lecturer, New York University School of Continuing and Professional Studies, Introduction to Hedge Funds, May 2014
- “Recent Developments in the Cayman Islands,” NYSBA Business Law Section Spring Meeting, New York, May 2014
- “Swaps Update: Segregation of Initial Margin for Uncleared Swaps,” Schulte Webinar, April 2014
- “A New Paradigm: Customized Solutions for Investors” and “Running Hedge and Private Equity Strategies Side by Side,” Schulte 23rd Annual Private Investment Funds Seminar, New York, January 2014
- “Regulatory Enforcement, Dispute Resolution and Asset Recovery,” IIR Fund Governance Summit, New York, October 2013
- “JOBS Act and AIFMD for U.S. Managers,” HFMWeek U.S. Breakfast Briefing, New York, September 2013
- “AIFMD for US Private Fund Managers,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, March 2013
- “Day in the Life of a Hedge Fund COO/General Counsel,” University of Michigan Stephen M. Ross School of Business Alternative Investment Management “Fireside Chat,” Ann Arbor, February 2013
- “Form PF Workshop” and “Opportunities for Hedge Fund Managers in the Registered Funds Space,” Schulte 22nd Annual Private Investment Funds Seminar, New York, January 2013
- “New Private Placement Rules Under the JOBS Act,” Financial Executives Alliance, New York, October 2012
- “Compliance and CFTC Issues for Brazilian Managers,” Goldman Sachs Prime Brokerage Conference, Sao Paulo, October 2012
- “FATCA and Dividend Equivalent Withholding Developments,” Schulte Investment Management Hot Topics, New York, April 2012
- “Brazilian Investment Management 101: Opportunities and Challenges in Starting a Brazilian Investment Management Business,” Schulte Conference, New York, February 2012
- “Form PF Workshop,” Schulte 21st Annual Private Investment Funds Seminar, New York, January 2012
- “Legal, Regulatory & Tax,” Goldman Sachs Prime Brokerage Hedge Fund Conference, Rio de Janeiro, October 2011
- “TIC Form SLT,” Goldman Sachs Prime Brokerage Regulatory Reporting Overview, New York, October 2011
- “The Nuts & Bolts of Managing ERISA Plan Assets,” Schulte Investment Management Hot Topics, New York, June 2011
- “Managing the Unique Due Diligence Considerations for Hedge Funds & Other Alternative Investments,” FRA Due Diligence for Institutional Investors, March 2011
- “Hedge Fund Compliance,” Sage Tree Seminars, March 2011
- “Running a Multi-Jurisdictional Adviser,” Schulte 20th Annual Private Investment Funds Seminar, January 2011
- “Preparing for Compliance with the Investment Advisers Act,” Sage Tree Seminars, November 2010
- “Hedge Funds — Structure and Terms,” Morgan Stanley, November 2010
- “Developments in U.S. Financial Institution Regulation,” The Changing Face of Global Financial Services Regulation Webinar, The Cross Border Group, November 2009
- Moderator, “Acquiring and Financing Distressed Assets,” Schulte 18th Annual Private Investment Funds Seminar, January 2009
- “Disclosure Issues in Connection with Side Pockets and Side Letters,” West LegalWorks’ New Frontiers in Hedge Fund Due Diligence Conference, March 2007
- University of Michigan Honors Alumni Council
- Chambers Global
- Chambers USA
- The Legal 500 US