As head of Davis Polk’s Investment Management Group, Ms. Jordan advises clients on collective investment vehicles, including hedge funds, mutual funds, closed-end funds and private equity funds. She acts as counsel to the adviser, the fund or the independent directors, depending on the client. Many of her matters involve advising clients concerning compliance with the Investment Company Act and Investment Advisers Act.

Ms. Jordan has worked on a number of internal and SEC investigations involving asset managers and has also worked on a number of acquisitions, reorganizations and structurings of asset managers. She also provides exemptive advice concerning the Investment Company Act for industrial holding companies and non-U.S. trading companies, banks, insurance companies and other financial institutions.

Ms. Jordan frequently provides advice to financial institutions that have affiliated asset managers and broker-dealers. Principal and agency transactions between asset manager clients and broker-dealers are highly regulated, and she provides advice on these regulations as well as other issues affecting advisers, private funds and mutual funds.

Work Highlights
Representations

Compliance and regulatory advice to some of the largest hedge funds in the United States, including Bridgewater, Lone Pine, Perella and Avenue Capital
Morgan Stanley in its investments in various hedge fund managers (Avenue Capital Group, Lansdowne Partners, FrontPoint Partners), as well as its merger with Dean Witter
The boards of directors of a complex of registered funds (almost $2 billion) that invest in hedge funds
SPDR S&P and other ETF Trusts sponsored by NYSE Euronext
Major financial institution in connection with an SEC-required review of trading between its advisory subsidiaries and its broker-dealer subsidiaries
Morgan Stanley in its sale of its retail investment management business
Citi in the creation of a joint venture with Morgan Stanley, Morgan Stanley Smith Barney

Recognition

Named one of the “50 Leading Women in Hedge Funds” – Hedge Fund Journal 2013
Named one of the “500 Leading Lawyers in America” – Lawdragon 2015
Listed as a leading fund lawyer in several legal industry publications, including:
- Chambers Global: The World’s Leading Lawyers for Business
- Chambers USA: America’s Leading Lawyers for Business
- Legalease’s The Legal 500 (United States)
- IFLR1000: The Guide to the World’s Leading Financial Law Firms
- Legal Media Group’s Expert Guide to the World’s Leading Private Equity Lawyers
- Euromoney's Guide to the World’s Leading Women in Business Law
- American Lawyer’s “45 under 45” Rising Stars of the Corporate Bar (2003)
- American Lawyer: On cover and in feature article of the June 2003 edition entitled, “Women in the Law: Blooms in the Desert, Why Some Firms Get It, While Others Still Don’t”

Awards

Of Note

Chair of annual PLI conference on hedge funds
Speaker, panelist and author on a variety of investment management topics (e.g., hedge fund, investment adviser, international and Investment Company Act issues)

Memberships

Vice-Chair, Board of Directors, The American Skin Association
Member, Board of Visitors, Duke Law School

Authorships

Co-author, Advising Private Funds: A Comprehensive Guide to Representing Hedge Funds, Private Equity Funds and Their Advisers, West
Co-author, “The Appointment of Delegates Under the AIFMD, Key considerations and practical implications,” The Hedge Fund Journal
Author, “Trends in Prime Brokerage,” Practical Law -- The Journal
Author, “New Case Law on Suspension of Hedge Fund Redemptions,” Financier Worldwide

Video Interview

Exploring the Volcker Rule’s Effect on Banks: Wall Street Journal

PROFESSIONAL HISTORY

Practice Group Coordinator, Investment Management Group, 2003-present
Partner, 1995-present
Associate, 1983-1995

Bar Admissions

State of New York

Education

B.A., University of Notre Dame, 1980
- cum laude
J.D., Duke University School of Law, 1983
- with honors
- Moot Court Board
- Note and Comment Editor, Duke Law Journal