Act as a recognized authority in Environmental, Social, and Governance (ESG) and Sustainability matters, providing exemplary legal guidance and strategic insights.Provide counsel to private and registered funds complexes to ensure continued compliance with ongoing client and regulator obligations.Successfully navigate interactions with regulatory bodies targeting managers implementing ESG consideration into their investment process, demonstrating adeptness in addressing compliance and reporting requirements in this evolving regulatory landscape.Expertly offer strategic legal counsel on complex regulatory matters concerning Barings' status as a registered investment adviser.Thoroughly review and analyze rulemakings under multiple U.S. regulatory regimes, ensuring thorough and precise comprehension for informed decision-making and ensuring proactive action or advocacy as required for Barings' compliance.Demonstrate strong support and proficiency during SEC and other regulatory examinations, ensuring smooth and compliant processes.

Assumed responsibility for legal, compliance and governance functions for Fundrise’s exempt and registered funds which included a top-15 by AUM real estate interval fund and a groundbreaking growth equity tender offer fund among a portfolio of nearly 20 fund private and registered fund offerings totaling over $2.5 billion in AUM.Efficiently managed the legal aspects of onboarding and offboarding hundreds of Fundrise's software vendors, including working with various business units to ensure the timely, accurate, and efficient review, drafting, negotiation, and execution of contracts and supporting documentation.Successfully implemented self-custody processes and procedures across the Fundrise portfolio of funds, ensuring regular, efficient and accurate payment of client funds for a client base of over 350,000 individuals.Expertly managed the quarterly and annual board meetings of the Funrise registered fund complex, providing essential counsel and thorough preparation to the Fundrise executive team and independent fund directors on all material developments and future strategic initiatives of each of the registered funds.Provided essential counsel across diverse areas of the business including, marketing and advertising reviews, portfolio management considerations, client and partnership agreements, litigation management, employment, new product development and compliance and educational training.

Provides advice on all matters relating to the day-to-day operation of Mercer’s alternatives and private markets investment consulting and fund-of-fund businesses in the US, focusing primarily on the operation of Mercer's US- and Cayman-based hedge funds and private markets funds-of-funds. Provides counsel regarding the structure and design, disclosures, regulatory obligations, cross-border placement activities and investment operations matters of Mercer's alternative funds.Drafts and negotiates complex investment advisory and investment management agreements with institutional investor clients; including endowments, foundations, defined benefit and defined contribution plans, and wealth management intermediaries. Work closely with Compliance and Investments team colleagues on legal and tax due diligence matters and training.

Successfully managed the legal aspects of the launch and ongoing operation of over fifty sponsored products including hedge funds, offshore funds, and bank-maintained collective trusts on behalf of Wellington Management and its affiliates.Expertly managed the negotiation of distribution agreements and coordination of fund registration, providing ongoing support for global fund distribution arrangements and serving on the Distribution Review CommitteeConducted research and drafted memoranda for the General Counsel’s Leadership Team ensuring department leadership was apprised of material changes in the global regulatory landscape and provided supporting legal and business advice related to these material changes and potential impact to Wellington Management’s business.Collaborated with an international team of lawyers, regulatory analysts and compliance personnel located in Boston, London and Hong Kong on various special projects and assignments.

Provided advice, support, and interpreted rules for the business units relating to applicable domestic and foreign rules and regulations. Drafted, negotiated and reviewd non-disclosure agreements, master service agreements and vendor contracts.Prepared board materials and maintained board minutes for European and Australian subsidiaries. Preserved compliance with foreign regulatory rules by maintaining quarterly compliance program for foreign affiliates.Managed the regulatory filing process for Form PF, Form CPO PQR, AIFMD, TIC S, 13F, 13H, foreign registrations, and foreign short sale filings as the business requires.Provided legal advice concerning the eligibility and restrictions surrounding corporate actions.Assisted and advised with the preparation of the Firm’s annual assessment program and Compliance Manual.Conducted ad hoc legal research and prepare memoranda as necessary.

Assisted with the drafting of quarterly and annual Rule 38a-1 CCO reports to fund boards.Coordinated and participated in the review, update, and filing of Forms ADV for SEC-registered investment advisers and other required regulatory filings with the NFA and CFTC, as necessary.Updated and disseminated Fund policies and procedures.

Performed research for ongoing cases involving medical and legal malpractice, premises liability and non-compete agreements.Wrote a variety of documents, including legal memoranda, motions, answers to interrogatories and answers to requests for production of documents.Attended arbitrations, depositions and hearings with supervising attorney.

Conducted research and wrote motions, memoranda, briefs and pleadings for cases involving workers’ compensation, insurance litigation and agency representation.Researched a variety of issues, including Daubert standards, slip and fall precedent, and civil procedure.Attended depositions, arbitrations, trials and hearings as workload permits.Assisted attorneys in preparing for depositions, hearings and trials.

Drafted legal memoranda, motions, briefs and letters on cases pertaining to workers’ compensation, property liability and defense and indemnityMaintained communication with clients, outside counsel, doctors, experts and investigators.Analyzed and summarize discovery, facts, cases, depositions and medical records for attorney edification.Conducted in-depth research utilizing LexisNexis and the firm’s centralized library.

Administered, provided and sold hedge fund and private equity fund research to financial institutions and high-net worth clients worldwide.Attended alternative investment conferences covering such topics as South East Asian Private Equity, Asian Pacific Bonds and Islamic Banking and Finance.Serviced current clients by performing ad hoc qualitative and quantitative analysis.