Investment Management

Cadwalader's Investment Management Practice provides sophisticated, experienced and creative legal counsel to the alternative asset management industry. Our market-leading practices across disciplines allow Cadwalader to provide unparalleled advice in the full life cycle of an investment manager's business - from establishing a scalable business, to structuring funds and other investment products, raising capital, negotiating prime brokerage, documenting financing and derivative transactions, advising on day-to-day business issues, assisting in the deployment of capital, and guiding clients through regulatory, litigation, employment and investor-relations issues. Each matter is treated with speed and efficiency by practical, result-oriented counsel who focus not only on the technical details of each issue but also its larger implications. Our clients, in turn, can concentrate on achieving their core business objectives in an increasingly regulated and competitive environment.

We represent some of the world's largest and best-known hedge funds and asset management firms, financial institutions, private equity firms, insurance companies, mid-size funds, and emerging managers with the potential for significant growth. In fact, Cadwalader counts over half of the 25 largest hedge funds and approximately half of the 100 largest hedge funds among its clients with assets under management in excess of $2.8 trillion.

Cadwalader assists these clients in developing novel products, using its extensive experience in structuring and forming hedge funds, hybrid funds, funds of funds, private equity funds, and custom investment vehicles tailored to clients' specific needs. Many of these fund products are domiciled in offshore or other foreign jurisdictions, and may have their securities listed on international exchanges.

The Investment Management Practice also represents funds, managers and investors in executing their investment strategies. Combining our deep knowledge of the legal, financial and regulatory environment within which hedge funds and other alternative managers operate with our leading transactional experience, we provide holistic advice to clients in structuring, negotiating, documenting and successfully executing complicated investment and financing transactions. Among the strategies in which we are experienced are multi-strategy, activist, algorithmic, emerging market, emerging market debt, risk arbitrage, country and sector, long/short equity, global macro, multi-manager, distressed debt, PIPEs, hybrid private equity, real estate, structured finance, climate change and green, futures, fixed income, mortgage-backed, commodity pools, and Shari’ah compliant assets. In addition, we advise alternative asset managers and financial institutions with respect to strategic business transactions, including investments into alternative managers, spinoffs, mergers and acquisitions, and public offerings.

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  • 4.8/5.0 (62)
  • Legal Knowledge

    4.8/5.0
  • Analytical Capability

    4.8/5.0
  • Judgment

    4.8/5.0
  • Communication

    4.7/5.0
  • Legal Experience

    4.8/5.0

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Client Reviews

  • 4.6/5.0 (3)
  • 100% (3)
  • Communication

    4.7/5.0
  • Responsiveness

    4.7/5.0
  • Quality of Service

    4.7/5.0
  • Value for Money

    4.3/5.0

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Diversity

 

We believe that our continued strength lies in ensuring that we attract, retain, and nurture the very best talent from all backgrounds, and we expect the future complexion of Cadwalader, Wickersham & Taft LLP will, with each passing year, more closely reflect the global community that we serve. 

Cadwalader has worked diligently to promote an inclusive work environment and, over the years, has developed many initiatives to fit our unique goals and challenges on issues of diversity and inclusion.  With the creation of the Cadwalader Center for Diversity & Inclusion (CCDI), a central resource for the firm’s diversity programs, initiatives and policies, we aim to improve upon our successes and follow through on our promise to weave diversity and inclusion principles into the fabric of our culture. 

The mission of the CCDI is to enhance gender, racial/ethnic, and LGBT diversity and inclusion within the firm to create an unrivalled environment that attracts, retains and promotes the best and brightest talent available to serve our clients. Governed by the Global Diversity Committee, chaired by Patrick T. Quinn, Managing Partner, the CCDI is a vehicle to support the work we currently perform, to reinforce our dedication to that work, to recognize outstanding effort and to communicate - to each other and to the clients we serve - our longstanding commitment to diversity and inclusion.

Recent Programs & Events

The Cadwalader Center for Diversity and Inclusion hosts programs and events throughout the year that are designed to increase cultural competence, celebrate history and heritage and educate attorneys on how to work effectively on diverse teams.

From Megan’s Law to Bernie Madoff: A Conversation with Judge Chin

- July 23, 2015

The Cadwalader Asian Pacific American Attorney Resource Group hosted a conversation with the Honorable Denny Chin, United States Circuit Judge for the Second Circuit.  During the interactive conversation, Judge Chin discussed his experiences as a federal judge and his path to the bench. Attendees had the opportunity to network and speak with Judge Chin during the cocktail reception that followed.

The Fight for Marriage Equality in the Supreme Court

- June 9, 2015

The Cadwalader LGBT Network and the Gay & Lesbian Advocates & Defenders (GLAD) hosted a Pride Month event, The Fight for Marriage Equality in the Supreme Court, featuring Mary Bonauto, GLAD’s Civil Rights Project Director and Janson Wu, GLAD’s Executive Director. During the presentation Mary discussed her experience arguing before the U.S. Supreme Court for marriage equality and Janson discussed the future of the LGBT rights movement.

Justice Denied: Wards Cove Packing Co. v. Atonio

- May 12, 2015

Members of the Asian American Bar Association of New York, including Cadwalader attorneys and the Honorable Denny Chin of the U.S. Court of Appeals for the Second Circuit presented a case reenactment of Wards Cove Packing Co. v. Atonio, a landmark employment discrimination case. The presentation told the story of the Wards Cove workers through narration, reenactment of court proceedings, and historic photographs. To view the performance, click here.

The Partner Track

- May 5, 2015

The Cadwalader Asian Pacific American Attorney Resource Group and the Women’s Leadership Initiative co-hosted a panel discussion with Cadwalader Partners, Ingrid Bagby, Kathy Chin and Athena Eastwood, focusing on their career experiences and paths to partnership. The panel was moderated by Helen Wan, author of The Partner Track, a fictional story about a young Asian-American corporate associate up for partner at her New York law firm.

“From Selma to Ferguson to Today: Why Civil Rights Matter,” featuring Professor Charles Ogletree, Harvard Law School

- April 29, 2015

The Cadwalader Black and Latino Association hosted a conversation with Charles Ogletree, Harvard Law School Jesse Climenko Professor of Law, and Founding and Executive Director of the Charles Hamilton Houston Institute for Race and Justice.  The conversation was followed by a cocktail reception where attorneys had the opportunity to network  and speak with Professor Ogletree.

The Art of Building Business Relationships and Executive Presence

- March 25, 2015

The Women’s Leadership Initiative and Diane Darling, Founder of the Darling Institute, hosted a workshop on building business relationships and executive presence.  This interactive presentation explored how professionals at all stages of their career can integrate networking and relationship-building into their everyday lives. 

WLI London Client Event: “Walking the Nile” by Levison Wood

– March 12, 2015

The Women’s Leadership Initiative hosted a special evening at our London office with Levison Wood, explorer, writer, and photographer. Formerly an officer in the British Parachute Regiment, Wood has led pioneering journeys into undiscovered regions, travelling to more than 80 countries. His nine-month walk along the length of the Nile, from source to sea, is chronicled in a recent Channel 4 documentary. During the presentation Wood described the amazing people, breathtaking places and shocking sights he encountered on his ground-breaking expedition.


 

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