Jon focuses his practice on the representation of investment managers in all aspects of their business and operations, with a particular emphasis on the formation, marketing, management and legal and regulatory compliance of private investment funds, as well as the operational, economic, legal and regulatory issues faced by their sponsors. In addition, he advises sponsors on a variety of corporate matters including marketing arrangements, custody issues, subscription lines of credit, limited partner transfers, confidentiality agreements and general firm governance.
Jon counsels sponsors raising various types of private funds, including buyout, growth equity, venture, direct lending, fund of funds, real estate and hedge, as well hybrid structures such as separately managed accounts and single investor funds.
Prior to joining Kirkland & Ellis LLP, Jon had significant experience advising institutional investors and other sources of capital, in particular public retirement plans, ERISA plans, university endowments, and family offices, in connection with investments in alternative investment vehicles, co-investments, direct investments, master/managed custody agreements, the formation of single investor funds and separately managed accounts, and the disposition of portfolio interests to secondary investment fund managers. Jon possesses a deep understanding of the particular fiduciary duty, plan governance and other statutory and policy issues to which institutional investors are subject in connection with their alternative investment activities.
At his prior firm, Jon also assisted emerging growth companies in a variety of transactional matters, including entity structure, formation, corporate governance, venture financing, and other transactions.
Prior Firm Publications
Co-author, “Navigating the Market - Emerging Private Fund Manager Overview to Raising Institutional Investor Capital,” Emerging Manager Monthly, August 2017.
Contributor, “Private Equity Industry Practice Guide,” Lexis Practice Advisor®, July 2017.
Prior Firm Seminars
Led a round table discussion at the CALAPRS (California Association of Public Retirement Systems) Investment Officer Roundtable in June 2017 on the California Fee Transparency Statute (Cal. Gov’t Code Section 7514.7)
Admissions & Qualifications
- Northeastern University School of LawJ.D.2014
Research Assistant to an Executive Professor of Law and Business
Treasurer of the Latin American Law Students Association
- Georgetown UniversityB.A., Spanish; English Minor2004