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Private Equity Forum 2013 (Fourteenth Annual)


Speaker(s): Amanda N. Persaud, Bruce L. Lieb, David A. Vaughan, David S. Allinson, Heather S. Cruz, Jennifer M. Cattier, John D. Amorosi, John R. O'Neil, Jonathan Kaufman, Kari K. Harris, Kenneth J. Berman, Laura S. Friedrich, Marco V. Masotti, Mark Lucas, Michael W. Wolitzer, Ross A. Oliver, Stephanie R. Breslow, Yukako Kawata
Recorded on: Jul. 8, 2013
PLI Program #: 43162

 


Bruce L. Lieb is Managing Partner of Proskauer Rose LLP and a member of Proskauer’s private equity group.  Mr. Lieb formerly served as co-Chair of Proskauer’s Corporate Department and as a member of Proskauer’s seven-person Executive Committee.  Mr. Lieb concentrates his practice on private equity transactions, including the formation of private investment funds, institutional investments and mergers and acquisitions.  He represents sponsors of, investors in and placement agents for buyout funds, venture capital funds, real estate funds, infrastructure funds, funds of funds and hedge funds.

Memberships

Private Investment Fund Forum

Awards & Recognition

Best Lawyers "New York City Corporate Lawyer of the Year" 2013

Lawdragon "500 Leading Lawyers in America" 2007

Lawdragon "3000 Leading Lawyers in America" 2010

Best Lawyers in America 2007-2017

The International Who's Who of Private Funds Lawyers 2011-2014

US Legal 500: Investment Fund Formation & Management 2007-2010

US Legal 500: Mergers & Acquisitions: Private Equity Buyouts 2007

New York Super Lawyers 2010-2016

Related Practices

Private Investment Funds

Private Equity

Financial Services

Mergers & Acquisitions

Finance

Education

New York University School of Law, J.D., 1979
cum laude
Order of the Coif


Heather Cruz represents investment advisers and investment banks in connection with the structuring and distribution of U.S. and international private investment products, including private equity funds, multi- and single-strategy hedge funds, real estate funds, infrastructure funds, credit and distressed debt funds, as well as fund of funds. She also advises clients on the establishment, operation and sale of investment adviser and broker-dealer businesses.

With respect to private investment funds, Ms. Cruz advises clients on a broad spectrum of legal issues and considerations relating to the establishment and operation of private investment funds marketed and operated on a global basis. She also represents institutional investors seeking to invest in private investment funds and in investment advisers.

In addition, Ms. Cruz has extensive experience providing regulatory advice to broker-dealers and investment advisers, including regarding compliance with various aspects of the Dodd-Frank Act, with a particular focus on the Volcker Rule. She also advises on a range of issues relating to U.S. Investment Advisers Act, the U.S. Investment Company Act, and the rules and regulations of FINRA.

Ms. Cruz has repeatedly been selected for inclusion in Chambers Global: The World’s Leading Lawyers for Business and Chambers USA: America’s Leading Lawyers for Business. She also was named in Expert Guides – The World’s Leading Lawyers Chosen By Their Peers, The Best Lawyers in America and as a worldwide leading lawyer in Euromoney Institutional Investor’s 2015 Banking Finance and Transactional Expert Guide.

Ms. Cruz received her J.D. from New York University School of Law and her M.B.A. from NYU Leonard Stern School of Business. She also holds a B.S. from University of Southern California. Ms. Cruz is member of the Private Investment Funds Committee of the Association of the Bar of the City of New York.


Jennifer Cattier is a Director and Senior Counsel and the Head of Alternatives Legal for Deutsche Bank Asset and Wealth Management. Prior to that she was an Executive Director at Morgan Stanley in the Legal and Compliance Division, overseeing legal and compliance matters for private equity funds, hedge funds, and funds of funds. Prior to joining Morgan Stanley, Ms. Cattier was an Associate in the New York office of Sullivan & Cromwell. Ms. Cattier received her J.D. from Brooklyn Law School, summa cum laude, and a B.S. in Biochemistry from Trinity College. Ms. Cattier is admitted to the New York and Connecticut Bar Associations.


John Amorosi is a member of Davis Polk's Corporate Department, concentrating in mergers and acquisitions.

WORK HIGHLIGHTS

Mr. Amorosi has regularly acted for a number of strategic and private equity clients, and has extensive experience in the full range of M&A transactions, including acting for or on the following transactions:

Public Company M&A

  • CVS on its:
  • $26 billion combination with Caremark Rx
  • $9.6 billion consortium purchase of Albertson's
  • Morgan Stanley on its acquisition of Saxon Capital for $800 million

Private Strategic M&A/Auctions
  • Morgan Stanley on the sale of its:
  • Aircraft leasing business to Terra Firma for $2.5 billion
  • Retail asset management business to Invesco for $1.5 billion
  • RJR Nabisco on the sale of its international tobacco business to Japan Tobacco for $7.8 billion

Private Equity

  • GSCP and Advent on their $3 billion acquisition of TransUnion
  • General Atlantic and its portfolio companies on the $3 billion sale of Emdeon and the $1.5 billion sale of Qualicorp to Carlyle
  • Crestview on its $537 million purchase of Symbion
  • EBX on the $2 billion investment by sovereign wealth fund Mubadala Development Corporation
  • GP Investimentos on the acquisition of Fogo de Chao
  • GSCP, Corsair, Metalmark, MSCP, DLJMB and Tailwind on various other private equity transactions

Joint Ventures/Restructurings/Unconventional M&A Transactions

  • The New York Federal Reserve Bank on AIG
  • E*TRADE on a $2.55 billion transaction with Citadel Investments
  • Morgan Stanley on its investment banking joint venture with Mitsubishi UFJ Group in Japan
  • Cross-Border Transactions
  • ARM Holdings in its $1 billion acquisition of Artisan Components
  • CNOOC in connection with its attempted acquisition of Unocal for $18.5 billion
  • Cosan on its $12 billion joint venture with Shell
  • MMX on its splitup and $5.5 billion sale to Anglo American
  • EBX on a $2 billion investment by Mubadala

OF NOTE

Mr. Amorosi is listed as one of the leading M&A lawyers in both Chambers Global and Chambers Latin America, and one of the leading private equity lawyers in Legalease's The Legal 500 United States.
 
He is also a member of the Advisory Board of the Practical Law Company and has chaired PLI's Private Equity panel on a number of occasions.

PROFESSIONAL HISTORY

Partner, 2003-present
Associate, 1995-2003
Menlo Park office, 2004
London office, 1999-2001



Stephanie R. Breslow is a partner at Schulte Roth & Zabel, where she is co-head of the Investment Management Group and a member of the firm’s Executive Committee and Operating Committee. Currently, Stephanie actively represents more than 50 fund complexes, and her practice includes investment management, partnerships and securities, with a focus on the formation of liquid-securities funds (including hedge funds, hybrid funds, credit funds and activist funds), private equity funds (including LBO, mezzanine, distressed, real estate and venture) as well as providing regulatory advice to investment managers. She also represents fund sponsors and institutional investors in connection with seed-capital investments in fund managers and acquisitions of interests in investment-management businesses and funds of funds and other institutional investors in connection with their investment activities, including blockchain technology and virtual currency offerings and transactions.

Stephanie has received the highest industry honors. Among many other recent accomplishments, Stephanie was named to the inaugural Legal 500 Hall of Fame in the category of “Investment Fund Formation and Management: Alternative/Hedge Funds.” The Legal 500 Hall of Fame singled out Stephanie as among the select “individuals who have received constant praise by their clients for continued excellence.” Launched in 2017, the Hall of Fame highlights “the law firm partners who are at the pinnacle of the profession.”

Stephanie is also listed in Chambers USA: America’s Leading LawyersChambers Global: The World’s Leading LawyersIFLR1000Best Lawyers in AmericaWho’s Who Legal: The International Who’s Who of Business Lawyers (which ranked her one of the world’s “Top Ten Private Equity Lawyers”), Who’s Who Legal’s “Thought Leaders,” Who’s Who Legal: The International Who’s Who of Private Funds Lawyers (which ranked her at the top of the world’s “Most Highly Regarded Individuals” list), Expert Guide to the Best of the Best USAExpert Guide to the World’s Leading Banking, Finance and Transactional Law Lawyers, Expert Guide to the World’s Leading Women in Business Law and PLC Cross-border Private Equity Handbook, among other leading directories. Stephanie was named the “Private Funds Lawyer of the Year” at the Who’s Who Legal Awards 2014 and the Euromoney Legal Media Group’s “Best in Investment Funds” at the inaugural Americas Women in Business Law Awards. Stephanie is also recognized as one of The Hedge Fund Journal’s 50 Leading Women in Hedge Funds.

Recently serving as chair of the Private Investment Funds Subcommittee of the International Bar Association, Stephanie is a founding member and former chair of the Private Investment Fund Forum. Stephanie is highly sought-after speaker on fund formation and operation and compliance issues, and she regularly publishes articles on the latest trends in these areas.

Stephanie co-authored Private Equity Funds: Formation and Operation (Practising Law Institute) and Hedge Funds: Formation, Operation and Regulation (ALM Law Journal Press). She contributed a chapter on “Hedge Fund Investment in Private Equity” for inclusion in PLC Cross-border Private Equity Handbook 2005/06 (Practical Law Company), contributed a chapter on “Advisers to Private Equity Funds — Practical Compliance Considerations” for Mutual Funds and Exchange Traded Funds Regulation, Volume 2 (Practising Law Institute), and wrote New York and Delaware Business Entities: Choice, Formation, Operation, Financing and Acquisitions (West) and New York Limited Liability Companies: A Guide to Law and Practice (West).

Stephanie earned her J.D. from Columbia University School of Law, where she was a Harlan Fiske Stone Scholar, and her B.A., cum laude, from Harvard University.


Mr. Allinson is the global Co-chair of the firm's Mergers & Acquisitions Practice and the former Co-chair of the Private Equity Practice Group and the New York Corporate Department.

Profile

Mr. Allinson has broad mergers and acquisitions experience, encompassing both public and private acquisitions, dispositions, carve-outs, tender offers, going-private transactions, co-investments, joint ventures and general corporate matters, including corporate governance and takeover defense.

Mr. Allinson primarily focuses his practice on the representation of private equity firms, including ArcLight Capital Partners, The Blackstone Group, Blue Road Capital, Carlyle Power Partners, Columbus Nova Partners, Consonance Capital Partners, Irving Place Capital, One Equity Partners, Ospraie Special Opportunities Group, Panda Power Funds and Rhône Capital.

Experience

Mr. Allinson's private equity experience includes the representation of:

ArcLight Capital Partners in a number of transactions, including its US$2.1 billion acquisition with the Blackstone Energy Group of four power plants from American Electric Power, its acquisition of Associated Asphalt and Axeon Marketing, its acquisition of pipeline interests from BP, its acquisition of Hovensa’s terminal facilities, its acquisition of Leeward Renewable Energy and its acquisition of the New England hydroelectric power portfolio of TransCanada, consisting of 13 facilities.

Blue Road Capital in its acquisition of Diamond of California from Snyder’s-Lance

Carlyle Power Partners and Cogentrix Energy, Inc. in a number of transactions, including the acquisition of Rhode Island State Energy Center, the carve-out sale of 14 Cogentrix Energy power projects to Energy Investors Funds and the sale of Cogentrix Energy’s North American power generation assets and power projects development platform to Carlyle Infrastructure Partners

Shamrock Capital Advisors in its acquisition of Consolis, Inc. and Huron Legal

The Blackstone Group in its US $1.5 billion investment in Cheniere Energy

Dubai International Capital in its sale of MAUSER Group to Clayton, Dubilier & Rice for US$1.7 billion

Consonance Capital Partners in a number of transactions, including its acquisition of Bako Integrated Physician Services, its acquisition of Enclara Health,its acquisition of APS Healthcare, its acquisition of The Keystone Peer Review Organization and its acquisition of excelleRx and PBH Holding 

ING U.S. in its sale of private equity limited partnership investment interests to Pomona Capital

Ospraie Special Opportunities Group in a number of transactions, including the creation of the Fermaca Global joint venture, Fermaca Global’s acquisition of Mexican pipeline assets, Fermaca Global’s development of the Chihuahua Pipeline and the sale of pipeline assets to Partners Group

US Power Generating Company in its sale to Tenaska Capital Management


Ms. Kawata is co-head of Davis Polk’s Investment Management/Private Funds Group. She advises clients on the formation and operation of private investment funds and other investment vehicles exempt under the U.S. Investment Company Act, including private equity funds, hedge funds, venture capital funds, fund of funds and funds investing in particular sectors or countries. She also advises clients on the establishment and operations of private fund managers, including private equity and hedge fund firms.

In the private funds practice, Ms. Kawata advises clients on the full spectrum of legal and marketing considerations involved in establishing private funds with diverse investment strategies that are marketed to investors on a worldwide basis, including institutional investors and high net worth individuals. She also advises fund sponsors seeking to establish “carried interest” plans and other profit-sharing arrangements for their employees, as well as various types of after-tax and phantom employee investment programs. In addition, her practice includes the representation of institutional investors seeking to invest in private funds, such as private equity funds, venture capital funds and hedge funds.

She advises numerous private funds and private fund sponsors and advisers as to the regulatory considerations applicable to their ongoing operations and investment activities, including compliance with the U.S. Investment Advisers Act and the U.S. Investment Company Act. Her practice includes compliance reviews of hedge fund managers and private equity fund managers under the Investment Advisers Act, as well as advice on the effect of a private fund’s investment activities on the ongoing operations of other businesses affiliated with the private fund. In addition, Ms. Kawata has obtained exemptive relief from the SEC for employee investment funds as “employees’ securities companies” under the Investment Company Act.

RECOGNITION

Ms. Kawata was named one of the "Lawyers of the Year" for Private Fund - Regulatory at the 2016 Who's Who Legal Awards.

She is consistently recognized as a leading private equity fund formation lawyer in various industry publications:

Chambers Global – Investment Funds: Private Equity: Fund Formation: USA, Band 1, 2017

Chambers USA – Investment Funds: Private Equity: Fund Formation: Nationwide, Band 1, 2016

IFLR1000
Legal 500 U.S.

Who’s Who Legal–International Who’s Who of Business Lawyers and Who’s Who Legal–International Who’s Who of Private Funds Lawyers

Cross-Border Private Equity Handbook and Cross-Border Investment Funds Handbooks

Expert Guides: Private Equity Lawyers, Lawyers–Best of the Best and Investment Funds Lawyers


Amanda N. Persaud is a Partner at Ropes & Gray. Her practice focuses on the organization, fund raising and operation of private investment funds, including private equity funds, real estate funds, hedge funds, credit funds and other asset classes such as special situations, secondary and hybrid funds.

Ms. Persaud has led numerous fund raises for prominent U.S. and international sponsors.  She has significant experience advising sponsors in structuring and reorganizing private investment funds as well as advising sponsors with their internal governance and economic arrangements.  Ms. Persaud regularly advises on strategic investments in, and sales of, alternative asset management businesses, including purchasing minority stakes in asset managers.

Ms. Persaud is listed as a leading private funds lawyer in The Legal 500 U.S, Law Business Research’s International Who’s Who of Private Funds Lawyers and Who’s Who of Business Lawyers and Legal Media Group’s Expert Guide to the World’s Leading Banking Finance and Transactional Lawyers and Expert Guide to Women in Business and The Legal 500 U.S.

Ms. Persaud has written numerous publications and speaks regularly at industry and professional conferences on a wide-range of topics affecting private investment funds.


Laura S. Friedrich is a partner and global head of Shearman & Sterling’s Investment Funds Group, with a concentration in private fund formation, structuring and compliance matters.  Ms. Friedrich has extensive experience working with U.S. and international private equity, venture capital and hedge funds and their sponsors, with investments in the United States, Latin America, Eastern Europe, Western Europe, Africa, India, the Middle East and Asia. She has represented sponsors in a variety of asset categories, including buy-out, real estate, fund of fund, debt, energy, infrastructure, transportation and media. Ms. Friedrich also advises investors on the purchase of interests in private funds, and sponsors on the structuring and documentation of their management company arrangements.  She is based in New York.

Ms. Friedrich graduated from the University of California, Berkeley (magna cum laude) in 1993 with honors in Economics, and from the University of Pennsylvania Law School in 1996.  She served as an Executive Editor of the University of Pennsylvania Law Review

Ms. Friedrich currently serves as Vice Chair of the Emerging Markets Private Equity Association’s Legal & Regulatory Council, and is a member of the Private Investment Funds Forum.


Ross Oliver is the General Counsel of Crestview Partners and is responsible for the firm’s legal and compliance functions. He has over 20 years of experience in private equity, mergers and acquisitions and tax as both a lawyer and a CPA.  Mr. Oliver joined Crestview in 2011 from Davis Polk & Wardwell LLP where he was a member of the investment management and capital markets groups and served as outside counsel to Crestview.  Previously, Mr. Oliver clerked for federal district Judge Cecilia M. Altonaga and was a senior manager in the mergers and acquisitions group at PricewaterhouseCoopers LLP.  Mr. Oliver received a J.D., summa cum laude, from the University of California, Hastings, M.S. in taxation from American University and B.B.A., summa cum laude, from Eastern Michigan University.  Mr. Oliver serves on the board of directors of the American Investment Council, an advocacy and resource organization for the private investment industry.  He is admitted to the bar of New York and is a member of the New York City Bar Association.


David A. Vaughan focuses his practice on investment management, primarily private funds.

David Vaughan has been practicing in the private fund space for well over two decades, including serving for two years as the senior private fund policy adviser in the SEC’s Division of Investment Management, advising on all aspects of legal and regulatory policy related to private funds. During that period, he played a leading role in advising on Title IV of the Dodd-Frank Wall Street Reform and Consumer Protection Act and the rules implementing those provisions, the Volcker Rule, and the European Union Alternative Investment Fund Managers Directive, among other things.

Mr. Vaughan works with hedge funds, private equity funds, venture capital funds and unregistered traditional funds. He represents managers with respect to fund formation, distribution and compliance issues, as well as enforcement matters. He has also represented both insurance companies and fund sponsors with respect to privately placed and offshore variable insurance products.

Mr. Vaughan is a former Director of the Managed Funds Association. In 2010, he received the U.S. Securities & Exchange Commission’s Law and Policy Award, and the Federal Bar Association’s Securities Law Committee’s Philip A. Loomis, Jr. Award. He has been recommended as a leading lawyer for investment funds by both Chambers Global and Chambers USA. According to the most recent edition, market sources describe him as “one of the best technical lawyers and note that he has a great understanding of the laws that impact our industry. He displays intimate knowledge of AIFMD, the Volcker Rule and the Dodd-Frank Act, among other matters.” Past editions state that “the ‘wonderful’ David Vaughan handles an impressive range of structuring and compliance matters for large and small hedge managers alike. He brings particular insight to regulatory policies concerning private funds.” Mr. Vaughan is recommended by The Legal 500 (US), which states that he “is noted for his knowledge of algorithmic trading issues.” He was also listed by Institutional Investor as one of the “Top 20 Hedge Fund Rising Stars,” and as a leading lawyer in the category of U.S. investment funds by IFLR 1000. He was recently a recipient of Dechert’s “Exceptional Teachers Award,” selected by lawyers in the firm for encouraging individual thinking and creativity, and giving associates opportunities to learn and gain experience in many areas.

Mr. Vaughan is also a frequent speaker at industry conferences, including:

  • European Hedge Fund Investment Forum
  • European Fund and Asset Management Association (EFAMA, formerly FEFSI)
  • The Alternative Investment Management Association (Hong Kong and Singapore)
  • Investment Adviser Association Annual Compliance Conference
  • U.S. Securities and Exchange Commission Hedge Fund Roundtable
  • Investment Company Institute Conference on Mutual Funds & Investment Management in Asia
  • MAR Hedge International Conference on Hedge Fund Investments in Bermuda
  • Investment Company Institute Mutual Funds & Investment Management Conference
  • 13th Annual Global Private Equity Conference
  • IA Compliance Best Practices Summit
  • NICSA’s 25th Anniversary Annual Conference & Expo
  • IIR Soft Dollar Practices Forum

Education

  • Georgetown University Law Center, J.D., 1990, cum laude
  • Bowling Green State University, B.A., 1987, cum laude

Bar Admissions/Qualifications

  • District of Columbia
  • New York


John O'Neil is a corporate partner and leads the Firm's Private Funds Group. He is widely recognized as a leader in the field of private equity fund matters having advised clients on a wide range of on-going operational issues as well as extraordinary events involving private investment funds and their sponsors (e.g., "key person" events, investor defaults, spin-outs, zombie funds, valuation matters, conflicts, succession planning, strategic investments in fund sponsors and other significant transactions). Mr. O'Neil regularly represents both domestic and international sponsors of buyout, growth capital, distressed debt, energy, defense, technology, international private equity, mezzanine, credit opportunities and other global investment funds. Recommended as a leading practitioner in his field in many publications, Chambers Global and Chambers USA describe Mr. O'Neil as "top notch and he really understands the pulse of the market" and "smart and creative;" and state that clients appreciate that "you can ask him any question without prior notice and he will answer you as if he has prepared for hours."

Mr. O'Neil is a founding member of the New York Investment Funds Society, a group comprising New York City leading attorneys extensively advising investment fund sponsors. Furthermore, he is a founding member of the Firm's Crisis Management Group, which guides investment fund sponsors, advisory boards and other market participants through extraordinary events.


Kenneth J. Berman is a partner with Debevoise & Plimpton LLP, and a member of the firm’s Investment Management and Financial Institutions Groups. His practice focuses on investment management regulatory issues and related corporate and securities law matters. Prior to joining Debevoise, Ken was Associate Director of the SEC’s Division of Investment Management. He is a member of the American Bar Association (Subcommittee on Investment Companies and Investment Advisers, Subcommittee on Private Investment Entities), the District of Columbia Bar and the New York City Bar Association (Investment Management Regulation Committee). Ken was the co-editor of International Survey of Investment Adviser Regulation (3rd ed.).  He is an adjunct professor of law in Georgetown University’s LLM program.  He received his J.D. from the University of Chicago Law School, where he was a member of the Law Review; he received his B.A. from Dickinson College.


Marco V. Masotti is a partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP. For over two decades, Marco has led and built the firm’s private funds group into one of the elite practices in the marketplace. He has also served as a member of the firm’s Management Committee. Marco’s clients include a “who’s who” of alternative asset managers, including Apollo, Avenue, Blackstone/GSO, General Atlantic, Kohlberg Kravis Roberts & Co., KPS, Oak Hill, Reservoir, Roark, Silver Point and Värde. He also counsels many founders and partners of private equity and hedge fund businesses on their strategic initiatives. Marco represented former Treasury Secretary Timothy Geithner in connection with his joining a major private equity firm.

Over his career, he has assisted with numerous multi-billion dollar fundraises and last year led Apollo’s record-breaking fundraise of $24.7 billion for its flagship buyout fund. Ranked Band 1 in Chambers, Marco is described as a “spectacular private funds practitioner who brings deep industry insight to the mega capital-raising mandates” and clients “trust his judgment completely.” In 2016, he was named one of four lawyers in the nation as an Asset Management MVP by Law360. Marco has been featured by The Deal as one of the ‘Movers & Shakers’ in the industry named by Crain’s New York Business to its annual “40 Under 40” list, and profiled by the New York Observer as one of New York’s top corporate lawyers. Private Equity International named Marco one of “The 100 Most Influential of the Decade.”

Marco was awarded a Fulbright Placement Award upon graduating from the University of Natal Faculty of Law.

EDUCATION

  • LL.M., University of Virginia School of Law, 1992
  • LL.B., University of Natal Faculty of Law, 1991 cum laude
  • B.A., University of Natal, 1988

CLERKSHIP

  • Hon. Albie Sachs, Constitutional Court of South Africa


Mark Lucas is Vice President & Associate General Counsel of the Merchant Banking Division of Goldman, Sachs & Co. in New York. He also provides legal support to the Investment Banking Division's investment initiatives and in connection with other principal investments made by the firm. Prior to joining Goldman, Sachs & Co. in 2011, Mark was a Senior Associate in the Corporate, Mergers & Acquisitions I Private Equity Group of Fried, Frank, Harris Shriver & Jacobson, LLP in New York where he focused on the representation of both private equity firms and public and private companies in connection with private equity transactions,  mergers and acquisitions, financing transactions and other extraordinary corporate transactions as well as general corporate counseling, including with respect to securities laws and corporate governance matters. He began his legal career as a corporate transactional lawyer with Minter Ellison Lawyers in Melbourne, Australia.


Michael W. Wolitzer is a Partner at Simpson Thacher & Bartlett LLP where he is a member of the Corporate Department.  Mr. Wolitzer's practice focuses on private investing and other facets of "alternative asset management."  He has represented some of the largest and well-known sponsors of private equity funds, such as Apax Partners, Blackstone, Centerbridge, Lexington, JPMorgan/OneEquity, Patria and Silver Lake.  He has also represented sponsors in other asset categories such as real estate, mezzanine, energy/infrastructure and credit/distressed debt.  In addition, he has represented global financial institutions in the establishment of their employee investment programs, has been involved in a number of acquisitions of, and investments in, private investment firms, and has represented buyers, sellers and sponsors regarding the disposition of private fund interests.

Mr. Wolitzer is currently on the Editorial Board of the PLC Cross-border Private Equity Handbook.  He was previously the co-Chairman of the Subcommittee on Private Investment Funds of the International Bar Association and is a member of the Executive Committee (and former Chairman) of the Private Investment Fund Forum (a group comprising of New York City attorneys who practice extensively in the private fund area).  He has served on the Advisory Boards of the Private Equity Analyst (relating to its Survey of Private Equity Partnership Terms and Conditions), the Private Equity Investment Guidelines Group (www.peigg.org) and the Advisory Board of the Private Equity CFO Association.  In addition, he is currently on the Board of Directors of the Association to Benefit Children (www.a-b-c.org).

Chambers & Partners recognized Mr. Wolitzer in the top tier of Private Equity: Fund Formation lawyers in the United States in Chambers USA: America's Leading Lawyers for Business 2012 and in Chambers Global: The World's Leading Lawyers for Business 2012. He was also named a leading lawyer by The Legal 500 United States 2012 and IFLR1000 2012 and "Global Private Funds Lawyer of the Year" for 2013 by Law Business Research's International Who's Who of Private Funds Lawyers. Mr. Wolitzer was also recognized in Euromoney's 2010 Expert Guides and The Best of the Best 2012.

Mr. Wolitzer has served on panels at several industry conferences, including: "How to Negotiate Winning Partnership Terms and Conditions", "Best Practices in PPMs and Roadshows" and "How to Raise Money and on What Terms?" (Private Equity Analyst Conferences); "Consolidation of Private Fund Managers - Challenges and Opportunities', "Buying, Selling and Investing in Private Investment Fund Managers", "Negotiating Fund Terms and Conditions", "Employee Investment Arrangements", "The Push for Standards in the Private Equity Business", "Mergers and Acquisitions of Private Investment Firms", "Convergence of Private Equity and Hedge Funds" and "The Impact of Illiquidity" (IBA/ABA Conferences on Private Investment Funds); "Private Equity Funds:  Investment Constraints and Key Issues to Watch Out For" (City Bar Conference on Leveraged Buyouts and Other Private Equity Investments); "How to Effectively Manage Multiple Funds" "Current Issues Roundtable" and "Private Equity Funds: Partnering and Strategic Alliances" (IIR Conferences on Private Equity Fund Formation); and "The Regulation of Private Funds and Their Advisers" (Private Equity CFO Roundtable).

Mr. Wolitzer has been a partner at Simpson Thacher since 1998.  He received his A.B., magna cum laude, from Duke University in 1986, where he was elected a member of Phi Beta Kappa. Mr. Wolitzer received his J.D. from The Columbia University School of Law in 1989, where he was a James Kent Scholar (1987-1988) and a Harlan Fiske Stone Scholar (1986-1987, 1988-1989).


Mr. Jonathan Kaufman is a Managing Director at The Blackstone Group, Private Equity Group.  Mr. Kaufman leads the private equity group's global debt capital markets activities and also works across Blackstone’s investment and advisory businesses on credit and equity-related matters.  Mr. Kaufman joined The Blackstone Group LP in 2007 and served as its Vice President of Restructuring and Reorganization, where he advised a number of companies and lenders in their chapter ... 11 proceedings, out-of-court restructurings and special situation investments.  He was previously a Principal at the firm with its private equity group.  Mr. Kaufman served as a Manager of Mergers and Acquisition at Platinum Equity, where he evaluated and executed private equity investments in a wide range of industries.  He was an Analyst at Triene.  Mr. Kaufman has also advised an automotive company in managing its exposure to post-retirement employee benefits through the use of a VEBA trust and advised companies in the commercial real estate industry.  Mr. Kaufman received an M.B.A. from the University of Chicago’s Graduate School of Business, where he graduated with high honors and a B.A. in History from Amherst College, where he graduated magna cum laude.