Jodi L. Lashin

Biography

Jodi brings over 20 years of experience representing registered investment advisers and sponsors of private funds, investors, investment banks and privately held funds, and companies and entrepreneurs from a broad range of industries. She focuses her practice on alternative asset management, counseling investment advisers, sponsors, and private funds on the structuring of complex fund platforms and seed investments, drafting relevant documentation throughout the lifecycle of the fund, and counseling investors in connection with their investments in such funds. Tangential to this focus, Jodi also assists on transactions that involve private fund structures, such as loan facilities to fund sponsors or investors or M&A transactions involving such parties or the funds themselves. She also advises on general corporate matters, including the negotiation of investment management agreements, platform maintenance, compliance and regulatory concerns, and investment activity.

Offering her clients further insights and differentiation of counsel, Jodi spent over two years on secondment at UBS Hedge Fund Solutions LLC, one of the largest fund of funds in the world. While there, she served as the lead on drafting and negotiation of commingled and customized domestic and offshore fund documentation related to investments in the UBS-managed products and the deployment of invested capital in hedge funds. She also acted as in-house corporate counsel related to day-to-day matters and as primary counsel on drafting and negotiation of purchase and sale agreements in connection with secondary portfolio fund interest sales. This dual role offered Jodi a keen understanding for what her clients expect from their outside counsel.

Additionally, over the course of her career, Jodi has advised public and private company clients on a variety of matters, such as mergers and acquisitions, public offerings, and general securities and corporate law. Her clients represent a wide array of industries, including healthcare, financial services, media and technology, consumer goods, transportation, entertainment, and sports. 

Prior to joining Blank Rome, Jodi served as counsel at a leading Am Law 100 firm.

Experience

Investment Management

  • A privately owned venture capital and private equity firm based in St. Louis, Missouri, with assets under management of approximately $1 billion in connection with successor fund formation and ongoing fund maintenance.
  • A multi-national private equity fund of funds platform managing $8.1 billion in assets in connection with primary investments, co-investments, and secondary investments and sales.
  • A leading international, family-owned portfolio company based in Germany in connection with venture capital investments in the United States.
  • A Beverly Hills-based sponsor with extensive expertise in commercial real estate in the formation of a real estate private equity fund structure.
  • A sponsor led by former executives at Susquehanna, Carlyle, Man Group and Saybrook in the formation of a $50 million private equity fund focused on lower middle-market companies.
  • A Washington, D.C.-based real estate developer operating a deal-by-deal private fund structure in connection with all fund-related matters.
  • An impact venture sponsor in the formation of a private equity fund investing in seed-stage through expansion-stage companies that will generate social and financial returns.
  • A well-known real estate owner, operator, developer, and manager in the formation of successor funds to pursue various strategies, including distressed real estate and debt opportunities, bridge lending, and affordable housing.
  • A leading online gaming asset manager and seeder of gaming development in investment management aspects of the gaming funds.
  • Goldman Sachs, J.P. Morgan, and other prominent lenders in connection with financing of investment advisers, related principals, or limited partners in private equity or hedge funds.
  • A Dallas-based independent, family and partner-owned multi-family office in connection with successor fund formation and ongoing fund maintenance.
  • A Beverly Hills-based financial advisory firm and registered investment adviser managing approximately $250 million in assets in connection with ongoing fund maintenance.
  • A registered investment adviser based in Philadelphia managing approximately $8 billion in connection with successor fund formation, ongoing fund maintenance, and secondary sales.
  • Secondment at UBS Hedge Fund Solutions LLC, one of the largest fund of funds in the world, for more than two years.
  • A leading global investment management group in their secondary sales and purchases of hedge fund and private equity fund interests.
  • An institutional alternative investment management firm in connection with its multimanager equity long-short strategy in all aspects of the onboarding of portfolio managers, including the drafting and negotiation of portfolio management agreements.
  • An entertainment industry sponsor in the formation of a $150 million onshore private equity fund structure investing in consumer products brands.
  • A maritime industry sponsor in the formation of a $250 million master-feeder hybrid private equity and hedge fund structure.
  • A well-known music producer and executive, talent manager, and record label owner in the formation of a $50 million opportunistic hedge fund structure.
  • An asset management firm in the formation of a $500 million long-only hedge fund structure.
  • A Dallas-based sponsor in the formation of a $100 million electricity and natural gas-focused hedge fund structure.
  • A wealth management group in the formation of a long-short equities, options, and event-driven/special situations hedge fund structure seeded by a leading global investment management firm.

Mergers & Acquisitions Transactions

  • A well-known California-based technology company in a Series D Preferred Stock offering of an undisclosed amount to private equity funds and individual investors, as well as serving as outside general counsel for over two years.
  • A Luxembourg-based hotel management company with global operations in a Series A Preferred Stock offering of an undisclosed amount.
  • A nationally distributed pet food company in its sale through a merger to one of the world’s largest suppliers of fresh and prepared produce for approximately $350 million.
  • A wine and food media and publishing company in a joint venture with undisclosed parties to own and operate a wine-themed restaurant and private wine club in New York City.
  • A large hedge fund complex in the asset acquisition of a California-based registered investment adviser and related private fund re-domestication and creation of offshore master and feeder funds.
  • One of the oldest hedge fund managers in a merger with one of the leading activist hedge fund managers, resulting in a registered investment adviser with assets under management of $225 million.

Recognitions

  • 2011–2012, “Rising Star” in New York City, listed in Super Lawyers

Affiliations

Memberships

  • American Bar Association
  • Association of the Bar of the City of New York

Credentials

Admissions

  • New York

Education

  • University of Pennsylvania Law School, JD, cum laude
  • University of Michigan, BA, Phi Beta Kappa