Expert in Financial Services Custom and Practice
Pasha S. Anwar, et al vs. Fairfield Greenwich Limited, et al
Provided confidential rebuttal report and deposition testimony in United States District Court for the Southern District of New York addressing the customary and contractual duties and responsibilities of securities custodians.
Weavering Macro Fixed Income Fund Limited (In Liquidation) v PNC Global Investment Servicing (Europe) Limited now known as BNY Mellon Investment Servicing (International) Limited
Provided expert advice regarding customary and contractual duties and responsibilities of a fund administrator in service to a Cayman domiciled hedge fund in a matter before the High Commercial Court Ireland.
Boldwater Credit Opportunities Fund I L.P. et.al. v. Derivatives Portfolio Management, L.L.C. et.al.
Provided expert advice and deposition testimony relating to the role and responsibility of hedge fund administrators, the contractual obligations typically contained in administration agreements, the administrator’s performance under the agreement, investor perceptions of operations risk, and the incentives contained in earn-out purchase agreements.