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.