Erik integrates experience drawn from private practice and his general counsel role at private fund companies to provide deep insight to his clients.
Erik provides end-to-end legal advice to investment management companies and investment managers, guiding them through virtually all legal and regulatory issues that impact day-to-day operations, as well as larger issues that bear upon overall strategy.
He routinely assists clients with fund formation, handling all drafting and documentation and helping clients work through complex issues related to formation. For established funds actively deploying capital, Erik negotiates and drafts side letters and closing investment documents, manages the closing process, and reviews and responds to all compliance and operational securities issues related to investment funds, investment advisors and broker-dealers.
Erik’s experience covers a wide array of fund types and investment strategies, including private equity, venture capital and real estate funds, and he is frequently called upon to analyze investment funds for pension fund and family office clients.
In addition to his experience in private practice, Erik has significant industry experience, serving as assistant general counsel at private fund companies, where he worked with closed-end investment funds for company capital raising and provided advice regarding investment issues and offerings. He also advised company leadership regarding risk management and relationships with outside parties, including subsidiary investment advisors and mutual funds.