• “Private Funds – Market Trends Report,” Schulte Publication, June 2021
• “Private Funds – Market Trends Report,” Schulte Publication, October 2020
• “Private Funds – Market Trends Report,” Schulte Publication, 13 May 2020
• “Private Funds – Ideas for Raising New Capital During the COVID-19 Dislocation,” Schulte Publication, 26 March 2020; republished in The Hedge Fund Journal, May 2020
• “UK Update: Guidance for FCA-Regulated Managers (COVID-19),” Schulte Alert, 18 March 2020
• “Private Funds Guidance – Considerations During Volatile Markets for Hedge Funds and Credit, Direct Lending and Distressed Funds (COVID-19),” Schulte Publication, 16 March 2020
• “Hong Kong Fund Flops,” HFM Compliance, 5 March 2020 (quoted)
• “Schulte Roth & Zabel Expands Presence in London Funds Market,” The American Lawyer, 26 Nov. 2018 (quoted)
• “US Private Fund Advisers Likely to Have Another Year to Comply with the AIFM Directive for Marketing in the UK,” Schulte Alert, 2 May 2013, co-author
• “Final Rules for the Private Fund Investment Advisers Registration Act of 2010,” Schulte Client Memorandum, 8 Aug. 2011, co-author
• “New FSA Policy on Prime Brokerage Client Assets,” Schulte Alert, 9 Nov. 2010, co-author
• “Dodd-Frank Becomes Law: Key Issues for Private Fund Managers,” The Hedge Fund Journal, September 2010, co-author
• “Proposed European Union Directive on Alternative Investment Fund Managers,” Schulte Client Memorandum, 15 July 2009
• “UCITS and Hedge Funds: Fact, Fiction and the Real Opportunities,” The Hedge Fund Journal, April 2009, co-author
• “FSA Clarifies Short Sale Disclosure Requirements,” Schulte Alert, 31 Oct. 2008, co-author
• “FSA Clarifies Short Sale Prohibition and Disclosure Requirements,” Schulte Alert, 25 Sept. 2008, co-author 

• “US Regulation – State of Play,” Schulte London Investment Management Hot Topics, May 2024 

• “U.S. regulatory update for non-U.S. managers,” MFA Webinar, February 2024

• “Fund Terms,” Schulte London Investment Management Hot Topics, May 2023 
• “Next Generation Managers 10 Years On – Hindsights and Forecasts,” Alternative Investment Management Association Next Generation Manager Forum, May 2023
• “Navigating the Surge of SEC Examinations in the UK: Implications for Your Business,” Optima Partners Client Breakfast, April 2023
• “Marketing Alternative Investment Funds,” Schulte Webinar, May 2020
• “Where To start? Creating a Fund in 2020,” HFM European Emerging Managers Summit 2020, Bagshot, UK, February 2020
• “Investor Trends,” Schulte London Investment Management Hot Topics, June 2019
• Schulte Breakfast Briefing: Marketing Materials: Preparation and Distribution, London, June 2019
• “Seeding Panel,” Bloomberg Hedge Fund Start-up Conference, March 2019
• “Implementing ESG in a Hedge Fund Construct” and “Marketing: Compliance Pitfalls,” UBS Hedge Fund COO Conference, October 2018
• “Getting to Grips with Succession Planning and ‘Future-Proofing’ Your Business,” HFM European Operational Leaders and Legal Summit, September 2018
• “Co-Investment Vehicles,” Schulte London Investment Management Hot Topics, July 2018
• Maples and Calder Investment Funds Forum, 8-10 Feb. 2018
• “Trends in EU Regulation,” Schulte 27th Annual Private Investment Funds Seminar, New York, January 2018
• “Introduction,” and Moderator, “A Market Perspective,” Schulte London Investment Management Hot Topics, 8 March 2017
• “Section 871(m): U.S. Withholding on Deemed Dividends,” Schulte Webinar, 29 Nov. 2016
• “Trade Errors – Who Is At Risk?” Willis Towers Watson and HighWater Seminar, 14 Nov. 2016
• “Evolution of a Management Company,” Schulte London Investment Management Hot Topics, 16 March 2016
• Maples and Calder Investment Funds Forum, 25-27 Feb. 2016
• Credit Suisse Seeding & Strategic Partnership Luncheon, 10 Dec. 2015
• “U.S. Firms’ Marketing Rules, UCITS, Fund Structures, AIFMD and MiFID II,” J.P. Morgan Capital Introduction Group Manager Education Series – Marketing 3.0, 17 Nov. 2015
• “Regulatory Landscape – Regulations Impacting You,” J.P. Morgan The COO of Tomorrow – Hedge Fund Operational Leadership Forum, 16 Sept. 2015
• “Unchartered Territory: The Legal Professional’s Role in Mapping the Future of Their Firm,” HFMWeek Operational & Legal Summits, 14-16 Sept. 2015
• “Current Issues for Managers,” Schulte London Investment Management Hot Topics, 11 March 2015
• “Legal and Compliance Panel,” Goldman Sachs Fifth Annual European Hedge Fund Leadership Conference, 8-10 March 2015
• “Legal – Getting It Right From the Start,” Bloomberg Hedge Fund Start-Up Conference, 5 March 2015
• “European Case Study,” Maples and Calder Investment Funds Forum, 5-7 Feb. 2015
• “Legal View: Dealing with the Past, Living with the Present and Looking Ahead  to the Future,” HFMWeek European Operational Leaders Summit, 15-17 Sept. 2014
• “Fundraising in the Current Regulatory Environment,” J.P. Morgan Manager Education Series – Marketing 2.0, 26 June 2014
• “Management Company Structuring and Operations,” Schulte London Investment Management Hot Topics, 12 March 2014
• “Legal and Regulatory Update,” Goldman Sachs Fourth Annual European Hedge Fund Leadership Conference, 12 Feb. 2014
• “Planning Pays – Remuneration, Taxation, Regulation,” Deutsche Bank Breakfast Private Round Table, 16 Jan. 2014
• “AIFM Directive for EU Private Fund Managers: Remuneration Rules,” Schulte AIFM Directive Update: Requirements for Private Fund Managers Webinar Series, 12 Nov. 2013
• “AIFM Directive Marketing Rules for US, EU and Non-EU AIFMs,” Schulte AIFM Directive Update: Requirements for Private Fund Managers Webinar Series, 22 Oct. 2013
• “Underpaid and Over There: Raising Assets in the US,” HFMWeek European Operational Leaders Summit, 16-18 Sept. 2013
• “AIFMD for EU Private Fund Managers: Marketing in the EU,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, 19 March 2013
• “Capital Raising in 2013,” Schulte London Investment Management Hot Topics, 14 March 2013
• “AIFMD for EU Private Fund Managers: General Requirements,” Schulte AIFM Directive: Requirements for Private Fund Managers Webinar Series, 13 March 2013
• “Legal and Regulatory Update,” Goldman Sachs Third Annual European Hedge Fund Leadership Conference, 6 Feb. 2013
• “Marketing in Europe: AIFM and Beyond,” Schulte 22nd Annual Private Investment Funds Seminar, 15 Jan. 2013
• “What Hedge Fund Managers Need to Know About the JOBS Act,” AIMA JOBS Act Seminar, 18 Sept. 2012 
• “Safety in Numbers: Change, Consolidation and M&A in the Hedge Fund Space,” HFMWeek Legal Summit, 11-12 Sept. 2012
• “Bottom Line – Fund Terms, Managing Fees and Expenses,” Deutsche Bank Global Prime Finance European Hedge Fund Symposium, 24 May 2012
• AIMA Half Yearly Meeting, 21 May 2012
• “Current Terms: Hedge Funds,” International Bar Association 13th Annual International Conference on Private Investment Funds, 11 March 2012
• “Institutional Investors and Operational Issues,” Schulte London Investment Management Hot Topics, 28 Feb. 2012
• “US Regulatory Update,” Maples and Calder Investment Funds Forum, 10 Feb. 2012
• “Relationships With Institutional Investors,” Schulte 21st Annual Private Investment Funds Seminar, 18 Jan. 2012
• “Dodd Frank and the SEC Supervision of UK-based Firms Panel,” ACA Compliance Regulatory Horizon 2012, 13 Oct. 2011
• “The Evolving Shape of Management Business and Funds,” HFMWeek Legal Summit, 20 Sept. 2011
• “Regulation Update,” Goldman Sachs Client Webcast, 7 July 2011
• “Blurring the Lines – The Continuing Convergence Between Traditional and Alternative Investment Funds,” Irish Funds Industry Association’s Annual Global Investment Funds Conference, 2 June 2011
• “Regulatory Changes,” Bank of America Merrill Lynch COO Roundtable, 24 May 2011
• “US Regulatory Issues for Non-US Managers,” Schulte Audio Conference Series, 20 April 2011
• Stanford Resourcing Limited Hedge Fund Breakfast Forum, 19 April 2011, London
• “Legal and Regulatory Developments,” Goldman Sachs European Hedge Fund Leadership Conference, 30 March 2011
• “The European Perspective, Landscape and Market,” Maples and Calder Investment Funds Forum, 10 Feb. 2011
• “What are the Major Differences Between the EU and US with Regards to Regulatory Policy?” Funds Summit, 24 Nov. 2010
• "Dodd-Frank for Non-US Managers," Goldman Sachs Client Event, 28 Sept. 2010
• "Global Regulatory Developments," AIMA Annual Conference, AGM and 20th Anniversary Celebration, 23 Sept. 2010
• "Global Regulatory Environment," Credit Suisse Hedge Fund Leadership Conference, 21 Sept. 2010
• "International Regulatory Update," HFMWeek Legal Summit, 14 Sept. 2010
• “SEC Registration for Non-US Managers,” Goldman Sachs Client Event, 7 Sept. 2010
• “Impact on Non-US Managers of the Financial Reform Bill,” Goldman Sachs Client Webcast, 2 July 2010
• “Regulation & Compliance Priorities for 2010,” IBC 9th Annual Hedge Fund Operations Conference, 8 June 2010
• “The EU Alternative Investment Fund Managers Directive: What Now?” Schulte Audio Conference Series, 27 May 2010
• “Accessing Complementary Distribution Channels for Alternative Investment Fund Managers Via UCITS,” Distribution of Alternative Funds Outside the United States, Carne Group/Schulte/Morgan Stanley Seminar, 18 March 2010
• “Current Terms: Hedge Funds,” IBA 11th Annual Private Investment Funds Conference, 8 March 2010
• “New Legislative and Regulatory Initiatives,” Schulte 19th Annual Private Investment Funds Seminar, 14 Jan. 2010
• “EU Directive and Proposed SEC Registration,” Hedge Fund Leaders Conference, 1 Dec. 2009
• “Alternative Investments in the Regulatory Spotlight,” ALFI European Alternative Investment Funds, 24 Nov. 2009
• “US Regulatory Developments for UK, European and Other Non-US Investment Managers,” Schulte Audio Conference Series, 20 Oct. 2009
• “Comparing US and UK Regulatory,” FINRA US Securities Regulation Course, 14 Oct. 2009
• “European Union Draft Directive on Alternative Investment Fund Managers – What US Managers Need to Know,” Bank of America Merrill Lynch Seminar, 17 Sept. 2009
• “EC Draft Directive on Alternative Investment Fund Managers – What You Need To Know, What You Need To Do,” Bank of America Merrill Lynch Seminar, 22 July 2009
• “Accessing Complementary Distribution Channels Via Regulated Products Including UCITS for Alternative Managers,” Building a Sustainable Asset Management Business, Carne Group/Schulte/Morgan Stanley Seminar, 3 June 2009
• “What Managers Need to Know About the New European Directive,” Schulte Audio Conference Series, 8 May 2009
• “Publicly Offered Hedge Funds in Europe – New Possibilities for UCITS Products,” Schulte Audio Conference Series, 17 March 2009

• Previous Head of US Regulation Committee; Previous Head of US Financial Reforms Working Group, Alternative Investment Management Association (AIMA)

Named as a leading hedge fund lawyer in: 

• Chambers Europe
• Chambers UK
• IFLR1000
• The Legal 500 UK
• Best Lawyers
• Financial News 40 Under 40 Rising Stars of Hedge Funds 2012
• Financial News 40 Under 40 Rising Stars of Legal Services 2013
• PLC Cross-border Investment Funds Handbook
• Who’s Who Legal: The International Who’s Who of Private Funds Lawyers

• Shearman & Sterling