JOSEPH SCHWARTZ focuses his practice on the formation and operation of private funds and M&A transactions in the investment management space. His private fund formation practice spans across the liquidity spectrum, including hedge funds, private equity funds, venture capital funds, credit funds, special situation funds and other alternative investment funds. He advises and represents a wide range of investment advisory firms, fund sponsors and other asset managers in a variety of formation, transactional and regulatory matters. Joseph draws on his fund formation practice and expertise in connection with his representation of buyers and sellers in the investment management M&A space, advising investment managers, seeders, stakers and other strategic participants in complex negotiations of seed deals, GP stake deals and other strategic transactions as well as acquisitions and reorganizations of investment management firms.
Joseph is a member of Sidley’s Investment Funds practice team that consistently wins top awards in the private funds industry: two-time winner of Chambers and Partners’ “Investment Funds Team of the Year for the U.S.”; Institutional Investor’s Alpha magazine’s 2014 Alpha Awards top “onshore” (U.S.) law firm serving the hedge fund industry; four-time recipient of first-tier national rankings in the U.S. News – Best Lawyers “Best Law Firms” rankings for Private Funds/Hedge Funds Law, and Derivatives and Futures Law; and ranked in the top band for Hedge Funds by Chambers USA every year since 2008.
Joseph received his B.A. from Yeshiva University and his J.D. cum laude from the Northwestern University School of Law, where he was an editor of the Law Review. Joseph graduated from Northwestern as a member of its chapter of The Order of the Coif.