Jeffrey Skinner focuses his practice on securities offerings, investment companies, investment partnerships and investment advisers. Mr. Skinner has extensive experience assisting clients with ongoing investment management and securities law compliance responsibilities, both on the federal and state level. He provides counsel and business advice to public companies on SEC filings, corporate governance and disclosure matters on a regular basis. Mr. Skinner's funds practice includes registered and unregistered funds, and involves regular counsel on registration statements, prospectuses and related offering documentation, as well as blue sky and corporate law issues. His pooled vehicle experience includes mutual funds, hedge funds, funds of funds, private equity funds, and real estate. Mr. Skinner has been lead counsel in numerous public and private securities offerings, venture capital and other private financings, proxy solicitations, and disclosure and overall securities regulatory compliance by public companies. He regularly represents investment companies in securities, regulatory and compliance matters. Mr. Skinner's experience includes representation of numerous investment advisers in legal and compliance matters, including SEC examinations and investigations. He counsels independent directors and trustees of mutual funds and mutual fund complexes. Mr. Skinner also provides assistance to start-up companies with seed capital and early-round venture financing needs, and has experience in various corporate and commercial transactions, including mergers, acquisitions and joint ventures. Experience Representation of investment adviser and mutual fund family, Ongoing representation of multi-billion dollar investment manager with specialized focus on 401(k) products; and ongoing representation of related mutual fund family. Mutual fund family representation, Providing counsel to the registered investment adviser of a multi-billion dollar real estate investment company and its index mutual fund family. Grandparent adoption, Represents caregivers seeking to adopt children. One of the firm's signature pro bono programs is the Grandparent Adoption Program. Dozens of lawyers have been trained to represent grandparents and other relative caregivers who step up to raise young children in their extended family when the children's parents are unable or unwilling to do so. Working in partnership with local legal aid programs, lawyers accept referrals of eligible families, and prepare and file the required documents to effect the adoption. Hundreds of children's lives have been stabilized as a result of the firm's involvement. In-fill real estate projects representation for Grubb Ventures LLC, Represented Grubb Ventures LLC in various in-fill real estate projects in Raleigh, North Carolina, including acquisition, redevelopment and structuring of investment partnerships for financing Country Club Homes Apartments, Whitaker Mill Apartments, Palms Apartments and Methodist office building and redevelopment of Glenwood Place office park. Representing investment manager in structuring investment vehicles, Representing and advising a $1 billion investment manager in structuring privately-offered domestic and offshore investment vehicles. Registered INHAM adviser to major U.S. timber producer, Registered corporate "INHAM" adviser to a major U.S. forest products manufacturer. Ongoing representation of INHAM adviser and related multi-billion dollar pension fund in alternative and other investments. Mutual fund and investment management disputes for large financial institution, Represented multi-billion dollar mutual fund family for a Fortune 500 financial institution in action alleging inappropriate investments in securities lending arrangement with mutual fund's custodian and lending agent. Investment partnership, Served as counsel to family office investment management company providing private wealth management services. Registered investment adviser and mutual fund, Represented $500 million registered investment adviser to long-short mutual fund and domestic hedge funds. Merger of mutual funds company, Represented $100 million mutual fund family and registered investment adviser with merger. Real estate investment, development and finance company, Represented $1 billion real estate investment, development and finance company in connection with private real estate investment funds. Improper trading activity by an investment advisor, Represented financial institution and investment adviser in alleged improper trading activity by a portfolio manager. *Experience gained by attorney prior to joining Kilpatrick Townsend Publications 17 January 2012, New Department of Labor Regulations Offer More Investment Advisers the Opportunity to Provide Advice to Participants in 401(K) Plans and IRAs, Legal Alerts 23 September 2011, Private Equity Firms Should Prepare for Exemption Changes
Source: Triad Business Journal, Articles 20 September 2011, Deadline for Meeting the New Investment Adviser Regulatory Requirements Under the Dodd-Frank Act is Quickly Approaching, Legal Alerts 09 November 2010, SEC Adopts New Form ADV, Part 2, Legal Alerts 30 September 2010, SEC Proposes New Approach to Mutual Fund Asset-Based Distribution Fees, Legal Alerts 13 July 2010, The SEC Targets the Advertising of "Target Date Funds" with New Proposed Rules, Legal Alerts 19 January 2010, The SEC Amends Custody Rule for Registered Investment Advisers, Legal Alerts 11 September 2009, Investment Companies May Provide Summary Prospectuses to 401(k) and Other ERISA Plans Offering Their Funds, Legal Alerts 12 August 2009, UPDATE: IRS Extends Deadline for FBAR Reporting Requirements for Hedge Funds, Private Equity Funds and Similar Commingled Investments, Legal Alerts 13 July 2009, SEC Proposes Amendments to Money Market Fund Regulation, Legal Alerts 25 June 2009, UPDATE: IRS Modifies FBAR Reporting Requirements for Hedge Fund and Similar Investments, Legal Alerts 24 June 2009, Recently Announced FBAR Reporting Requirements for Hedge Fund and Similar Investments - Due June 30, 2009, Legal Alerts 05 March 2009, SEC Adopts Revisions to Form D and Mandates Electronic Filing, Legal Alerts 17 February 2009, Implementing E Proxy in 2009-Some Practical Considerations, Legal Alerts 31 December 2008, SEC Adopts New Disclosure Rules for Mutual Funds, Legal Alerts 25 November 2008, Mutual Fund Boards Should Consider Proposed Guidance Regarding Fund Brokerage Trading Practices, Legal Alerts 30 April 2008, SEC Proposes New Changes to Form ADV Part II, Legal Alerts 31 March 2008, SEC Accepts Comments Regarding Proposed "Summary Prospectus" and Related Proposed Amendments, Legal Alerts 23 January 2008, No Private Right of Action Under Section 10(b) Against Third Party Wrongdoers, Legal Alerts 10 October 2007, Heightened SEC Oversight and New Rules to Benefit Investors, Legal Alerts 27 August 2007, New Developments in Private Fund Regulation, FINRA and New Proxy Solicitation Rules, Legal Alerts 20 July 2007, SEC Publishes Compliance Alert, Legal Alerts 21 May 2007, Court Vacates SEC Rule 202(a)(11)-1 that Excluded Certain Brokers from the Definition of an Investment Adviser Under the Investment Advisers Act of 1940, Legal Alerts 08 February 2007, SEC Proposes New Rules Regarding Fraud by Advisers to Pooled Investment Vehicles and Raising the Asset Minimum for "Accredited Investors" to $2.5 million, Legal Alerts 04 August 2006, SEC Adopts Interpretive Release RE: Soft Dollars Safe Harbor, Legal Alerts 01 December 2001, Money Managers and Information Technology Outsourcing Agreements
Source: The Investment Lawyer, Articles 01 October 2001, Leveraging Technology for Knowledge Management
Source: Paper and Panelist, Articles 01 July 2001, Drafting for a Long-Term Relationship: Money Managers and IT Outsourcing Agreement
Source: Investment Lawyer, Articles 01 September 1995, Why the Best Interests Standard Should Survive Peterson v. Rogers
Source: North Carolina Law Review, Articles 01 June 1995, Resolving the Doubt about the True Doubt Rule in Director, Office of Workers' Compensation v. Greenwich Collieries
Source: North Carolina Law Review, Articles 01 June 1995, Why the Best Interests Standard Should Survive Petersen v. Rogers
Source: North Carolina Law Review, Articles 01 March 1995, Resolving the Doubt About the True Doubt Rule in Directors, Office of Workers' Compensation v. Greenwich Collieries
Source: North Carolina Law Review, Articles News 07 July 2011, Kilpatrick Townsend's Jeffrey Skinner, Sarah Lowe and Sterling Perkinson Discuss Navigating Retirement Plan Investment Rules, News Releases Events 29 April 2009, Strategies During the Downturn, Events 23 October 2008, Pension and 401(k) Investments: Avoiding the Pitfalls, Events 25 February 2008, 2008 Hedge Fund Operational Risk Management Summit, Events (Also at Atlanta, Georgia Office) |