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www.algoodbody.com DUBLIN BELFAST LONDON NEW YORK PALO ALTO SAN FRANCISCO EXPERIENCE J Deutsche Bank AG on the establishment and authorisation of their Irish exchange traded fund (ETF) platform and structuring of a broad range of products, including swap based, physical replicating, smart beta and active ETFs. J Van Eck Associates Corporation on the establishment and authorisation of their Irish UCITS management company and a physical ETF platform. J Hibernia REIT plc on its successful €365m fundraising and launch in the last quarter of 2013 and its second round fundraising in Q3 3014. J Irish Property Unit Trust on the establishment and authorisation of IPUT plc, the first Irish internally managed alternative investment fund under the AIFM Regulations. J Oaktree Capital on the establishment of a qualifying investor fund focused on investment in Irish real estate. J DMS on its application for authorisation as an alternative investment fund manager under the AIFMD and additional authorisation as a UCITS management company (a so called “Super ManCo”). J Intermediate Capital Group plc on the establishment of a qualifying investor alternative investment fund making use of the “super QIF” structure, by holding investments through Irish section 110 companies, allowing the fund to optimise the tax treatment of its investments. J A large Danish pension fund, one of Europe’s largest pension funds, on the establishment of a UCITS investment company. J A consortium of international investors on the establishment of a qualifying investor fund for the purpose of acquiring a portfolio of loans secured on real estate. J M&G Investment Management in connection with the setup of its first Irish CCF umbrella and the first sub-funds, including the M&G Inflation Opportunities Fund. J A number of money market funds in relation to negative yield challenges and issues arising from the liquidity crisis. J FundLogic SAS in relation to its Irish UCITS umbrella fund and the establishment of a range of structured and swap based UCITS products. FundLogic Global Solutions is a joint initiative between Morgan Stanley’s investment bank and its investment management division. J Brooks Macdonald on the first Central Bank approved UCITS merger by acquisition. A&L Goodbody’s Asset Management & Investment Funds team is a top ranked, experienced and dynamic group of specialists, offering a comprehensive legal, regulatory and taxation service to clients. The team has been at the forefront of the Investment Funds industry in Ireland since its inception a number of decades ago. Clients include international investment banks, asset managers, investors in funds such as pension funds and insurance companies, fund administration groups, global custodians, prime brokers and other financial services organisations. Asset Management & Investment Funds ...extremely helpful and really educated us on fund restructuring... very proactive and worked very quickly... the lawyers have a great technical grounding. Chambers Europe, 2014 Excellent service was provided by partners and associates. IFLR1000, 2015 EUROPEAN LAW FIRM OF THE YEAR IRELAND’S MOST INNOVATIVE LAW FIRM TIER 1 RANKING IN ALL 22 PRACTICE AREAS
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Asset Management & Investment Funds - A&L Goodbody LLP

Oct 16, 2021

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Page 1: Asset Management & Investment Funds - A&L Goodbody LLP

www.algoodbody.comDUBLIN BELFAST LONDON NEW YORK PALO ALTOSAN FRANCISCO

EXPERIENCE

JJ Deutsche Bank AG on the establishment and authorisation of their Irish exchange traded fund (ETF) platform and structuring of a broad range of products, including swap based, physical replicating, smart beta and active ETFs.

JJ Van Eck Associates Corporation on the establishment and authorisation of their Irish UCITS management company and a physical ETF platform.

JJ Hibernia REIT plc on its successful €365m fundraising and launch in the last quarter of 2013 and its second round fundraising in Q3 3014.

JJ Irish Property Unit Trust on the establishment and authorisation of IPUT plc, the first Irish internally managed alternative investment fund under the AIFM Regulations.

JJ Oaktree Capital on the establishment of a qualifying investor fund focused on investment in Irish real estate.

JJ DMS on its application for authorisation as an alternative investment fund manager under the AIFMD and additional authorisation as a UCITS management company (a so called “Super ManCo”).

JJ Intermediate Capital Group plc on the establishment of a qualifying investor alternative investment fund making use of the “super QIF” structure, by holding investments through Irish section 110 companies, allowing the fund to optimise the tax treatment of its investments.

JJ A large Danish pension fund, one of Europe’s largest pension funds, on the establishment of a UCITS investment company.

JJ A consortium of international investors on the establishment of a qualifying investor fund for the purpose of acquiring a portfolio of loans secured on real estate.

JJ M&G Investment Management in connection with the setup of its first Irish CCF umbrella and the first sub-funds, including the M&G Inflation Opportunities Fund.

JJ A number of money market funds in relation to negative yield challenges and issues arising from the liquidity crisis.

JJ FundLogic SAS in relation to its Irish UCITS umbrella fund and the establishment of a range of structured and swap based UCITS products. FundLogic Global Solutions is a joint initiative between Morgan Stanley’s investment bank and its investment management division.

JJ Brooks Macdonald on the first Central Bank approved UCITS merger by acquisition.

A&L Goodbody’s Asset Management & Investment Funds team is a top ranked, experienced and dynamic group of specialists, offering a comprehensive legal, regulatory and taxation service to clients. The team has been at the forefront of the Investment Funds industry in Ireland since its inception a number of decades ago.

Clients include international investment banks, asset managers, investors in funds such as pension funds and insurance companies, fund administration groups, global custodians, prime brokers and other financial services organisations.

Asset Management & Investment Funds

...extremely helpful and really educated us on fund restructuring... very proactive and worked very quickly...

the lawyers have a great technical grounding.

Chambers Europe, 2014

Excellent service was provided by partners and associates.

IFLR1000, 2015

EUROPEAN LAW FIRM OF THE

YEAR

IRELAND’S MOST

INNOVATIVE LAW FIRM

TIER 1 RANKING IN ALL 22

PRACTICE AREAS

Page 2: Asset Management & Investment Funds - A&L Goodbody LLP

IFSC, North Wall Quay, Dublin 1, IrelandT. +353 1 649 2000 | F. +353 1 649 2649 | E. [email protected] | W. www.algoodbody.com

JJ Santander Brazil on the establishment of a Non-UCITS qualifying investor fund investing in complex currency derivative transactions and the approval of Santander Brazil as investment manager to Irish funds and a Santander group entity as promoter, a first for both entities.

JJ RBS Asset Management on the first conversion of an existing Irish UCITS to a UCITS feeder fund.

JJ An Irish UCITS management company on its application to passport services to Luxembourg.

JJ LBBW Asset Management on the launch of a qualifying investor fund which invests in physical holdings of platinum and palladium.

JJ A large US institutional investment manager on its range of Irish funds comprising an umbrella UCITS and an umbrella UCITS CCF and the establishment of its UCITS management company.

JJ Majedie Asset Management in respect of its Irish UCITS platform.

JJ Sarasin & Partners on the first unit trust redomiciliation from Guernsey to Ireland which comprises nine unit trusts and the establishment of a UCITS management company and a UCITS CCF.

JJ Sarasin & Partners on the establishment of a UCITS platform for Sarasin as a CCF with the initial sub-fund, the Sarasin Diversified Fund for Charities specifically targeting charities to take advantage of the tax transparency of the structure.

JJ A large European asset manager on the redomiciliation of a number of different fund products from various offshore domiciles to Ireland.

JJ Miton Asset Management in connection with the setup of their first Irish UCITS umbrella company and launch of its first fund, the Miton Global Diversified Income Fund.

JJ GR-Neam on the establishment and authorisation of a UCITS investment company.

JJ CIMB–Principal on the establishment of a UCITS Shariah compliant umbrella with three sub-funds and the first approval of a Malaysian entity as investment manager to an Irish fund.

JJ Tendercapital Limited on the establishment of a UCITS umbrella fund with five sub funds and a QIF umbrella fund investing in infrastructure, sustainable energy, private equity and real estate assets.

JJ A promoter and investment manager on the establishment of an Irish QIF investing in private equity fund of funds.

JJ Lothbury Investment Management Limited in respect of its three property funds and the establishment of a non-UCITS management company.

JJ A number of custody service providers on compliance with the depository requirements under AIFMD.

KEY CONTACTS

Brian McDermottPartner and Head of Asset Management & Investment FundsT: +353 1 649 2307E: [email protected]

Mary McKennaPartnerT: +353 1 649 2344 E: [email protected]

Michael BarrPartnerT: +353 1 649 2327 E: [email protected]

Niamh RyanPartnerT: +44 20 73 820 820 E: [email protected]

Elaine KeanePartnerT: +353 1 649 2544 E: [email protected]

Stephen CarsonPartnerT: +353 1 649 2317E: [email protected]