Legal Update Archive

Collateralized Fund Obligations: Understanding the Diligence, Documentation, and Rating Agency Process

Because collateralized fund obligations ("CFOs") can be customized to the unique needs of both funds and investors, those...

Kiel A. Bowen, Todd N. Bundrant, Mark C. Dempsey, Michael P. Gaffney, Lawrence R. Hamilton, Jennifer T. Hartnett, Ann Richardson Knox, Arthur S. Rublin, Ryan Suda, Sagi Tamir, Andrew L. Hogan

Collateralized Fund Obligations: The Advantages of CFOs

CFOs have become an increasingly popular alternative investment vehicle. They offer a way for portfolio investors, secondary funds,...

Kiel A. Bowen, Todd N. Bundrant, Mark C. Dempsey, Michael P. Gaffney, Lawrence R. Hamilton, Jennifer T. Hartnett, Andrew L. Hogan, Ann Richardson Knox, Arthur S. Rublin, Ryan Suda, Sagi Tamir

Collateralized Fund Obligations: A Growing CDO/CLO and Fund Finance Liquidity Solution

One of the hottest fund finance trends is an alternative investment vehicle that has become increasingly popular. A...

Kiel A. Bowen, Todd N. Bundrant, Mark C. Dempsey, Michael P. Gaffney, Lawrence R. Hamilton, Jennifer T. Hartnett, Ann Richardson Knox, Arthur S. Rublin, Ryan Suda, Sagi Tamir

The Spectrum of Loan Portfolio Backleverage Options: A Primer for Private Credit Funds

There is a spectrum of potential financing structures for a private credit fund (a “Credit Fund”) to obtain...

Laura M. Watson, Todd N. Bundrant, Mark C. Dempsey, Michael P. Gaffney, Linda E. Boss, Ryan Suda, Susannah L. Schmid, Matthew D. O’meara

Private Credit Portfolio Back Leverage

The rise of the direct lending market has led to a dramatic rise in supporting liquidity strategies to optimize the market. These strategies include the use of financings to provide market participants with leverage and/or supplemental liquidity to support their direct lending activities.

Michael P. Gaffney, Mark C. Dempsey, Todd N. Bundrant, Sheel Patel, Linda E. Boss

Insurance Company Investment – Rated Note Feeder Structures – 2025 Update

On February 11, Mayer Brown’s cross-practice team delivered a webinar on the use of rated note feeders to...

Todd N. Bundrant, Lawrence R. Hamilton, Jennifer T. Hartnett, Claire Gibson Ragen, Jan C. Stewart

NAV Credit Facility Primer: A Fund Finance Guide

Net Asset Value Credit Facilities: An Overview The Advantages of Net Asset Value Credit Facilities NAV Credit Facilities:...

Evolving Competitor Definitions in Fund Finance

Recent developments in fund finance documentation reflect a significant shift in how insurance companies are treated under assignment...

Kiel A. Bowen, Jennifer A. Kratochvil

How Regulation W Affects Subscription Credit Facilities

Section 23A of the Federal Reserve Act and its implementing regulation, Regulation W, impose restrictions on banks concerning...

Kiel A. Bowen, Mark C. Dempsey, Todd N. Bundrant, Jonathon R. Rosaluk, Matthew Bisanz

Tips for New Fund Finance Professionals

In this Legal Update, we provide suggestions for junior finance professionals new to the fund finance market and...

Kiel A. Bowen, Jonathon R. Rosaluk, Magdalena I.S. Schenone

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Legal Update Archive