Kevin Rusli
Partner | Toronto
Toronto: 416-863-4020

Kevin's practice focuses on private equity funds and investment products and asset management. He has extensive experience in advising domestic and foreign clients on developing conventional and non-conventional ways to build out their private equity and asset management platforms, including through mergers and acquisitions, investment products, and corporate finance.

Kevin regularly provides legal advice regarding the regulation and registration of investment fund managers, portfolio advisers and dealers, and has considerable experience in structuring and implementing new fund platforms in Canada for both domestic and international sponsors. He is a regular conference speaker and major contributing author of many fund publications.

Kevin is also an active member of the Blakes Cannabis group.

Kevin recently spent one year in the Firm's New York office, where he focused on Canada/U.S. cross-border mergers and acquisitions transactions while providing Canadian corporate advice to both Canadian and foreign clients conducting business or offerings in Canada.

SELECT EXPERIENCE

Recent significant transactions include acting as counsel to:

Mergers & Acquisitions/Private Equity

  • TerrAscend Corp. on its announced transformative private placement of units comprising shares and warrants to Canopy Growth, Canopy Rivers Corporation and JW Asset Management LLC

  • IMCD Group, a Netherlands-based public company, in connection with its acquisition of L.V. Lomas, a private Canadian and US specialty and ingredients distributor

  • A private equity firm in connection with its acquisition and continuing consolidation of specialist dental practices across Canada
  • Bluespire Marketing, an affiliate of High Road Capital Partners, in connection with its acquisition of Ariad Communications
  • Borealis Infrastructure and LifeLabs Medical Laboratory Services in connection with LifeLabs' acquisition of CML Healthcare Inc.
  • KSL Capital in connection with its acquisition of 24 per cent of Whistler-Blackcomb Holdings
  • Gilead Sciences, Inc. in connection with its US$500-million acquisition of YM BioSciences Inc.
  • H&R REIT on its acquisition of Primaris Retail REIT and subsequent agreement to sell a portfolio of 18 Primaris properties to a consortium led by KingSett Capital
  • Nexen Inc. in connection with its acquisition by CNOOC Limited
  • BHP Billiton on its offer to acquire Potash Corporation of Saskatchewan

Investment Product & Asset Management

  • Several Canadian and US ETF sponsors and asset managers, including First Asset Investment Management Inc., Manulife Asset Management Limited, Horizons ETF Management (Canada) Inc., AlphaPro Management Inc., Sphere Investment Management Inc., Questrade Wealth Management Inc., Harvest Portfolios Group Inc., State Street Global Advisors, Rafferty Asset Management LLC., Van Eck Associates Corporation, Evolve Funds Group Inc., and Direxion Shares ETF Trust
  • Numerous closed-end and open-end mutual fund sponsors in connection with their continuous offerings covering a wide array of domestic and international asset classes, derivatives, structures and reorganizations
  • Lead underwriters and agents in connection with several initial public offerings, re-openings, warrants and rights offerings

Fairness

  • Advising numerous investment banks, including Credit Suisse, Jefferies and Moelis, in connection with their roles as financial advisors to acquirors and targets in M&A transactions

AWARDS & RECOGNITION
  • Chambers Canada: Canada's Leading Lawyers for Business 2018 (Investment Funds)

  • Chambers Canada: Canada's Leading Lawyers for Business 2017 (Investment Funds)

  • Chambers Canada: Canada's Leading Lawyers for Business 2016 (Investment Funds)

PUBLICATIONS
Show Past:
Page: 1 of 1       1        Items per page: 25 | 50 | ALL
Author: Make an informed decision when investing in ETFs
Your Guide to ETF Investing, Spring 2016, May 11, 2016
Blakes Bulletin on Investment Products & Asset Management, December 23, 2015.
Blakes Bulletin on Capital Markets and Information Technology, October 14, 2015.
Author: A few ETF Facts About the Industry's Proposed Disclosure Regime Canadian ETF Watch
Volume 6, Issue 4, July 2015.
Author: A Perfect Storm for ETFs
Canadian ETF Watch, Volume 6, Issue 3, May 2015.
Author: ETFs could disrupt the status quo (again), through active management ETF Investing
Globe and Mail, February 10, 2015
Page: 1 of 1       1        Items per page: 25 | 50 | ALL
PROFESSIONAL APPEARANCES
Page: 1 of 1       1        Items per page: 25 | 50 | ALL
Speaker: Breaking Ground: The ETF Opportunity
Toronto, Ontario, September 12, 2016.
Speaker: ETF Regulatory Overview Exchange Traded Forum
Fairmont Waterfront, Vancouver, June 8, 2016.
Panellist: How to build and launch an ETF in Canada
Toronto Stock Exchange Webcast, Toronto, April 29, 2016.
Workshop Leader: Looking into the Future of the Global ETP Marketplace
12th Global Annual ETF Rewards, New York, April 21, 2016.
Workshop Leader: How ETF Regulation Will Impact Your Business and Clients
Exchange Traded Forum, North Toronto, October 20, 2015.
Panellist: Federation of Asian Canadian Lawyers Annual Conference
Toronto Region Board of Trade, September 26, 2015.
Panellist: How ETF Regulation Will Impact Your Business and Clients
Exchange Traded Forum, Vancouver, June 3, 2015.
Panellist: How ETF Regulation Will Impact Your Business and Clients
Exchange Traded Forum, Toronto, May 27, 2015.
Panellist: ETF Master Class
Panel Discussion ETF Summit, Ritz Carlton, Toronto, March 3, 2015
Page: 1 of 1       1        Items per page: 25 | 50 | ALL
MEDIA APPEARANCES
Page: 1 of 1       1        Items per page: 25 | 50 | ALL
Interviewed: Evolution of ETFs in Canada
Moderated by Deborah Fuhr, Asset TV, November 12, 2015.
Interviewed: Evolution of ETFs in Canada
Moderated by Deborah Fuhr, Asset TV, November 12, 2015.
Quoted: Mutual fund fees under fire
Article by Allan Tong, Advisor.ca, September 18, 2015.
Benefits Canada, Article by Brooke Smith, March 4, 2015
Quoted: 5 Things I learned at the 2015 ETF Summit Canadian Investment Review
Article by Caroline Cakebread, March 11, 2015
Page: 1 of 1       1        Items per page: 25 | 50 | ALL