Examples of Daniel’s experience include:

• Advising sponsors on the structuring and formation of private investment funds.
• Representing fund managers with respect to SEC registrations, filings and examinations.
• Advising digital assets-focused funds regarding regulatory compliance and SEC examinations, including on matters concerning custody of digital assets.
• Representing a cryptocurrency exchange in its acquisition of a digital assets investment manager.
• Advising a private fund sponsor in the negotiation of an AI service provider arrangement and the drafting and implementation of AI use policies and procedures.
• Constructing private fund sponsor compliance programs and ad hoc policies and procedures.
• Advising funds and their sponsors with respect to conflicts of interest, handling of material non-public information, custody issues and marketing of fund interests.
• Counseling private fund sponsors regarding engagement of placement agents and solicitors and compliance with Regulation D, the Investment Advisers Act and the Investment Company Act.
• Drafting and filing Forms ADV and PF.
• Reviewing fund and investment adviser marketing materials.
• Representing a digital assets company in the tokenization of private fund interests.
• Representing an investment management firm in its $3.9 billion acquisition of a real estate investment trust.