Based in Washington, D.C., Julien Bourgeois focuses on the asset management industry, advising U.S. registered investment companies and their directors, as well as their investment advisers and other service providers, on regulatory, compliance, governance and enforcement matters.
Mr. Bourgeois has experience with all aspects of investment company representations, including: board matters; exemptive applications; initial and ongoing registrations; complex fund reorganization transactions; affiliation considerations; and structuring funds of funds, manager of managers funds and registered funds using alternative investment strategies and fee arrangements.
As a general matter, Mr. Bourgeois enjoys working on complex projects involving multidisciplinary advice. A native of France, he is uniquely positioned to represent global (notably French and European) asset management groups on U.S. matters that apply to them – under U.S. federal and state securities laws or otherwise.
He assists them with forming and integrating their U.S. business, using U.S. subsidiaries or their domestic locations, in order to manage U.S. assets or offer investment products in the United States. He has extensive experience in dual-hatting and participating affiliate arrangements, and in working on global compliance approaches.
Mr. Bourgeois was named as a Rising Star by the Euromoney Legal Media Group in 2017 as part of its Expert Guides series. He is a frequent speaker at conferences in the United States and abroad and the author of numerous publications for the asset management industry. Mr. Bourgeois serves as a member of the firm’s Washington, D.C. Pro Bono Committee.
EDUCATION :
- University of Paris Nanterre – Paris X, Bi-Deug, 1996
- University of Paris Nanterre – Paris X, License, 1997
- University of Paris Nanterre – Paris X, Maîtrise, Business Law, 1998, cum laude
- University of Richmond School of Law, J.D., 2000
ADMISSIONS :
- District of Columbia
- Maryland
MEMBERSHIPS : American Bar Association
Cost
Rate : $$$
