Asset Management
& Investment Funds

OVERVIEW
In our Asset Management & Investment Funds practice, we provide a wide range of services to our clients in all aspects of asset management and investment fund activities covering a broad array of asset classes including equity, fixed income, commodities, hedge, private equity, private debt, real estate and mortgages. Our lawyers in this area group are experts in a wide range of services to sponsors and distributors of investment products. Such services include:
- Establishing firms and obtaining registration (or exemptions from registration) for firms under securities and other relevant legislation;
- Assisting with creating the optimal structure from a tax and regulatory standpoint;
- Preparing offering documentation, subscription agreements and regulatory documentation for a variety of special purpose entities and firms;
- Counselling international investment managers regarding raising capital from Canadian resident investors;
- Advising with respect to financing transactions, including public and private placements of equity and debt securities by sponsors and special purpose entities; and
- Assisting with public and private transactions involving the acquisition and reorganization of structured products sponsors and/or their right to manage investment products.
For more information on our Asset Management & Investment Funds practice area or to speak with us regarding any of your business law needs, please contact any of the Contacts listed to the rightbelow, or call us at 1 866 WILDLAW (945 3529).
RECENT TRANSACTIONS
Formation of Tanda Private Debt Fund Trust
January 31, 2020
Framework Venture Partners Launch $150 Million Fund
December 19, 2018
Plaza Ventures Completes Brokered Private Placement
August 07, 2018
Progressa Completes $6.4 Million Private Placement
August 02, 2018
Formation of FSI Mortgage Fund Trust
August 02, 2018
Galaxy Digital Completes Arrangement Transaction and $305 Million Offering
July 31, 2018
Avenir Senior Memory Care Residences Trust Completes Brokered Private Placement
June 21, 2018
Asset Management
& Investment Funds Contacts
RECENT LEGAL UPDATES
COVID-19 Considerations for Asset Managers
April 20, 2020