Brian M. Bowman

Private Fund Formation and Structuring

• Counsel to a leading alternative investment technology platform in developing branded single- and multi-manager vehicles and turn-key conduit solutions providing wealth managers with streamlined access to alternative investment strategies.
• Counsel to a top investment advisory firm on the launch of bespoke “access” funds for high-net-worth and family-office clients, offering exposure to private equity, credit, and venture capital managers.
• Counsel to the sponsor of a multi-jurisdictional, real estate-backed lending platform on the formation of its lending solutions fund.
• Advise the wealth-management platform of a leading global bank on the structuring and launch of feeder and access vehicles into flagship hedge funds, private credit, special situations, special opportunities, and multi-strategy private-markets products sponsored by top-tier alternative asset managers.
• Advise the alternative investment products arm of a global financial institution on the structuring and launch of single-investor and fund-of-one vehicles, both closed-end and evergreen, providing high-net-worth and institutional clients with tailored exposure to private equity, traditional, and alternative asset classes.
• Advise a growth-equity sponsor focused on music and media in launching a joint-venture fund with a global alternatives platform.

Institutional Investor and Secondary Market Transactions

• Advise a leading insurance and retirement services provider on secondary transactions involving the purchase, sale, and cross-border transfer of limited partnership interests across private equity, credit, and infrastructure funds.
• Represent corporate investment arms, pension plans and asset managers in secondary transactions involving the sale, internal reallocation, and acquisition of diversified portfolios of private equity, real estate, infrastructure, credit, and co-investment fund interests.
• Represent a U.S. state pension plan in connection with substantial commitments to flagship private equity funds, including technology-focused, buyout, and energy sector strategies sponsored by leading asset managers.
• Advise corporate pension trusts, charitable foundations, family offices, insurers, and asset managers on commitments to a range of private investment funds, including real estate, special situations, hedge, credit, and sector-focused strategies.

Liquidity and Portfolio-Level Solutions

• Advise an institutional investor in structuring and issuing a collateralized fund obligation backed by private equity fund interests.
• Advise a global asset manager on the securitization of a diversified portfolio of private equity interests.
• Counsel to a major U.S. insurer in a large-scale secondary transaction and securitization of a private equity portfolio.

Advisory Businesses Transactions

• Represent a privately held investment partnership in launching a joint-venture manager and its inaugural private equity fund.
• Advise a global investment bank on strategic partnerships, equity investments, and recapitalizations involving alternative asset managers, including the negotiation of revenue-sharing arrangements.

Registered Fund Advisory

• Counsel to a registered closed-end fund on Investment Company Act compliance, corporate governance and public-company reporting.
• Prepare the Section 15(c) contract-renewal disclosure language for a multi-fund, U.S. registered investment company complex.