Investment funds

Investment funds

 Stikeman Elliott is one of the firms most prominent in the area of ​​investment funds in Canada. His practice group in this sector is active in the major financial centers of the world, including Montreal, Toronto, Vancouver, London and New York. The Canadian Legal Lexpert Directory underlines our firm is "repeatedly recommended" in the area of ​​investment funds. We are one of the few firms to offer our expertise nationally and internationally in the field of asset management and investment funds, especially in terms of fund formation and operations offers public on behalf of domestic and foreign investors, as well as in the context of regulatory issues.

We participated in many mandates markets equity funds of public and private companies, including market funds of funds and private equity funds. We count among our clients equity funds and private companies, managers, brokers and advisors investment funds (both domestic and foreign), as well as financial institutions and other institutional investors. The members of our group represent collective investment using public savings, investment funds traded fixed capital, hedge funds and entities. We are also involved in mergers and acquisitions in the area of ​​investment funds as well as in negotiating and drafting of all trade agreements, outsourcing and joint ventures required in connection with the creation and operating funds. We regularly provide advice on governance and compliance within established and emerging markets. As members of the Institute of Investment Funds Institute of Canada, we regularly sponsor its annual conference.

We have experience in the following:

Structuring trusts and investment companies with variable capital and fixed and limited partnerships, funds futures market, hedge funds, funds of private equity, fund of income trusts REITs and royalty trusts;
Tax structuring investment funds, their managers and other stakeholders;
Advice aimed specifically fund of funds structures (including structures "master feeder" including advice on due diligence, operations, purchase and sale of portfolio securities (secondaries) and tax optimization of these operations;
Providing advice on products and the development of innovative financial products, including structures converting income trusts that use forward purchase contracts conventional and prepaid;
Providing advice in connection with offerings of investment funds, including public offerings and issuances of restricted distribution, and investments in Canada, the United States and elsewhere;
Structuring of asset management agreements, including service agreements sub-advisors and recommendations;
Advising on mergers in the area of ​​investment funds;
Advising investment funds and their managers, advisors and agents on regulatory issues and compliance, including emerging issues such fund governance, measures to counter money laundering and the financing terrorism, timing the market, operations with conditions and for the best performance, and
Representation in matters of law enforcement, investigations, regulatory bodies and civil litigation, including class actions.

Recognition of our work
The Canadian Legal Lexpert Directory emphasizes that our firm has been "repeatedly recommended" in the area of ​​investment funds. Some members of our group have also received a single in The Best Lawyers in Canada in the field of mutual funds, The International Who's Who of Business Lawyers in the area of ​​private equity and the Guide to the World's Leading Investment Funds Lawyers and PLC Which Lawyer? of IFLR in the areas of investment funds.

Recent Group Activities
Lawyers in the area of ​​investment funds coĆ©crivent the Canadian chapter of a publication on management
Alix of Anglejan-Chatillon and Jeffrey Elliott, Stikeman Elliott lawyers, co-authored the Canadian chapter of the publication The Asset Management Review. This publication provides a business perspective, an overview and analysis of the regulation and the latest developments in the market for asset management in 33 jurisdictions worldwide. Click here to read the entire publication. This article was published for the first time in the publication The Asset Management Review, 1st Edition (June issue 2012 - editor, Paul Dickson) from Law Business Research Ltd.., London.

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