As part of an investment services arbitration, a Brattle principal provided a confidential report and testimony addressing the customary and contractual duties and responsibilities of an administrator in a payment and performance dispute with a hedge fund.
In Weavering Macro Fixed Income Fund Limited (In Liquidation) v. PNC Global Investment Servicing (Europe) Limited, a Brattle principal testified regarding customary and contractual duties and responsibilities of a fund administrator in service to a Cayman domiciled hedge fund.
In Boldwater Credit Opportunities Fund I L.P. et.al. v. Derivatives Portfolio Management, L.L.C. et.al., a Brattle principal provided expert advice and deposition testimony relating to the role and responsibility of hedge fund administrators, the contractual obligations typically contained in administration agreements and in the agreement in question, the administrator’s performance under the agreement, investor perceptions of operations risk, and the incentives contained in earn-out purchase agreements.
Industry Custom and Practice– Overview – Anti-Money Laundering – Bank Regulation – Commercial Lending – Financial Services Risk Management Processes – Investment Management Valuation, Due Diligence, and Disclosure Practices – Market Trading Activities – Mortgage Banking / Securitization – Suitability – The Duties and Responsibilities of Broker Dealers – The Duties and Responsibilities of Hedge Fund Administrators – The Duties and Responsibilities of Securities Custodians
Complex business and legal matters require intellectually honest and analytically rigorous solutions that are thoughtfully developed and clearly communicated. We apply economic and finance principles with uncompromising quality to achieve clarity in the face of complexity. Independent analysis, responsive execution, and compelling presentation. That’s Brattle. That’s the Power of Economics.