- Responsible for all legal and regulatory matters relating to $10 billion outsourced chief investment officer, including multi-asset privately offered fund of funds vehicle - Negotiate legal agreements with institutional clients, including investment management agreements, side letters, investment policy statements - Conduct legal due diligence on prospective investments across all asset classes, including private equity, hedge funds, global equity, and fixed income and negotiate associated legal documentation, including limited partnership agreements, investment management agreements, and side letters - Created and implemented a multi-departmental investment pipeline to ensure all steps are followed to make monthly investments on behalf of clients - Actively involved on a daily basis with compliance, operations, and business teams

- Primary legal counsel for private onshore and offshore investment funds, including creating and implementing collective investment trusts - Drafted and negotiated and managed institutional client agreements, including investment management agreements and side letters - Reviewed and supported institutional requests-for-proposal, including those for state and local governments - Lead counsel for Form ADV, implementation of Form PF and CFTC matters, including advising on all regulatory filings

- Assisted General Counsel with legal advice to family of registered investment companies - Drafted and negotiated institutional investment management agreements and investment guidelines

- Institutional asset management attorney with responsibility for separate accounts and privately offered funds - International assignment at parent corporation in Zurich, Switzerland, November 2005 - May 2006

Senior Counsel & Chief Compliance Officer - Primary legal responsibility for funds of hedge funds, including creation of offshore fund of hedge funds and listing on Irish Stock Exchange - Created and implemented compliance program for newly-SEC registered investment adviser - Represented firm in SEC exam that resulted in no findings of material deficienciesManager of Business Development - Responsible for entire client onboarding process for funds of hedge funds, including serving as point of contact for prospective investors - Developed and implemented procedures that governed all aspects of six-person investor relations group

- Managed legal, trading and operational relationships with distribution intermediaries for The Oakmark Family of Funds - Developed and implemented FINRA and SEC marketing review procedures for the firm

- Represented Lloyds of London reinsurers in arbitrations with U.S. insurance companies

- Represented insurance companies in national environmental coverage litigation