Washington University School of Law,
J.D., cum laude, 2009
Washington University Law Review, Senior Editor
Thompson Coburn LLP
Ropes & Gray LLP
Jonathan's practice focuses on representing registered investment companies and their independent directors in a variety of matters, including fund reorganizations and compliance matters, launching new investment products, investment activities, and advisory and other service provider arrangements.
He also has extensive experience representing investment advisers to mutual funds, private equity funds, hedge funds and separate accounts. Jonathan is an associate in the firm's corporate and securities practice group.
Oversaw annual registration statement update process for a mutual fund complex with over 100 funds representing nearly $70 billion in assets
Negotiated prime brokerage agreements on behalf of a $150 billion mutual fund complex
Drafted proxy statements and assisted in the registration process for over 90 mutual fund mergers on behalf of a leading mutual fund complex
Assisted in the organization and launch of a $300 million closed-end fund
Represented a closed-end fund and its independent directors in several protracted proxy contests
Negotiated ISDA Master Agreements and agreements with futures commission merchants and options brokers on behalf of the endowment and retirement system for a large state university system
Worked with numerous advisers in launching hedge funds and other pooled investment vehicles
Assisted numerous private equity and hedge fund advisers in registering as investment advisers with the SEC and developing Advisers Act compliance programs
Advised various advisers and fund complexes regarding commodity pool operator and commodity trading adviser registration exemptions
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