Selling into the United States
Overview
Selling into the U.S. – Still the largest market for virtually everything, the United States poses an opportunity for asset managers elsewhere looking to unlock the assets of its investors – but navigating the rules and industry conventions can become a morass without the right perspectives and counsel. This session shows foreign (non-U.S.) managers what is required to enter the market and illustrates somewhat packaged as well as bespoke approaches for getting in front of the right markets.
Where
Dial-in details will be sent once registration is complete
CAASA’S Virtual PlatformSPEAKERS
André Nance
Partner
Stroock & Stroock & Lavan
Joshua Leonardi
Director and the U.S. Head of Capital Introduction
TD Prime Services
Tom Johnston
Canadian Market Head
iCapital Network
James Burron
President & Co-Founder
CAASA
André Nance
Partner
Stroock & Stroock & Lavan
André Nance focuses his practice on the representation of private fund sponsors in connection with the formation, capital raising and operation of domestic and offshore real estate funds, private equity funds, hedge funds, funds-of-funds and other privately-offered pooled investment vehicles. In addition, he has significant experience representing the wealth management divisions of banks and other financial institutions in connection with the distribution of alternative investments to high net worth individuals and institutional clients on a worldwide basis.
André also has substantial experience representing public pension plans and other institutional investors in connection with their fund investments and advising clients on corporate transactional matters, including joint ventures, private placements, and both private and public mergers and acquisitions.
Representative clients include J.P. Morgan Asset Management, Morgan Stanley Wealth Management and Bank of America Merrill Lynch.
Joshua Leonardi
Director and the U.S. Head of Capital Introduction
TD Prime Services
Josh Leonardi is a Director and the U.S. Head of Capital Introduction at TD Securities LLC. Josh joined TD in May 2018 and is responsible for overseeing TD’s Capital Introduction offering. Prior to joining TD, Josh was at Goldman, Sachs & Co. for 7 years where he first served as a Vice President and Assistant General Counsel for the Prime Services business before moving to Goldman’s Capital Introduction team in 2015. Josh began his career at Fried Frank in 2006 where he was an associate in the firm’s Asset Management practice and focused primarily on the structuring and representation of hedge funds and other alternative investment products. Josh received a B.B.A. in Finance from The George Washington University and his J.D. from New York Law School.
CAASA Members
Event Registration Closed
Non-Members of CAASA
Event Registration Closed