Advise on a wide range of transactional matters involving multi-investor and proprietary investment funds and project partnerships, including preparing and negotiating fund agreements and ancillary fund closing documents, preparing and negotiating fund investor side letter agreements, and closing funds.
Coordinating fund closings with the Investor Relations Department and managing and overseeing outside legal counsel
Manage paralegal preparation of certificates and other ancillary fund closing documents.
Drafting and reviewing post-closing project investment approvals for the Investor Relations Department and coordinating assignment of project investments from warehouse lines of credit to funds.
Performing due diligence and managing the negotiation and execution of legal documents related to the closing of fund-level bridge loans and warehouse lines of credit.
Handling investor transfer requests, including ...