Margery Neale > Willkie Farr & Gallagher LLP > New York, United States > Lawyer Profile

Willkie Farr & Gallagher LLP‘s ‘deep expertise’ across all types of funds is appreciated by their client base of global fund and asset management firms and their independent fund directors and trustees. The firm supports registered open-end mutual funds, exchange traded funds, closed-ended funds and business development companies. Margery Neale and Lior Ohayon jointly lead the department from New York, with the former also chairing the registered funds practice where she has extensive experience in the creation and operation of registered open-end mutual funds, ETFs, closed-end funds and BDC’s among others. Further key names in the department are New York based Elliot Gluck who contributes extensive knowledge in closed-end fund capital markets offerings to the team while in Washington DC Benjamin Haskin regularly acts for broker-dealers on various fund products. In New York Jay Spinola is a member of the 1940 Act Bar and has extensive experience with ETF products, regulations and related corporate matters. Anne Choe and Neesa Patel Sood are based in Washington DC, with the former focusing on securities regulation and ETFs, and the latter advising closed-end funds on secondary offerings, tender offers and other transactions. Barry Barbash retired in June 2023.

Specializing in advising a range of hedge fund and investment managers on the full range of SEC and CFTC related regulatory matters, the hedge funds team at Willkie Farr & Gallagher LLP is led by a six-person team including Phillip Isom, Margery Neale, Lior Ohayon, Joseph Cunningham, Rita Molesworth, and Mark Vandehaar. The team’s key strengths include assisting with management structuring, acting as fund counsel in negotiations, and advising on fund manager formations. Gabriel Acri regularly handles related cross-border matters, assisting international investment advisers and other clients on securities and alternative investment vehicles, while Deborah Tuchman advises advising on the distribution of real estate investment trusts. All listed lawyers are based in New York.