Investment Funds

​​​​​​For many pension fund investors, the most efficient or practical means of accessing any alternative asset class is through participation in an investment fund. Our investment fund practice is among the most deep and diverse practices in the country. We have extensive experience in all aspects of the investment fund industry, including the structure and formation of investment funds, providing compliance advice and providing advice on governance matters. With both active investor and fund sponsor practices, we are able to take a 360-degree approach to advising our clients because we understand the legal issues and concerns from both a fund sponsor and investor’s perspective.

A significant part of our Investment Funds practice is advising pension funds and other institutional investors on their fund investments.  We have assisted some of Canada’s largest and most active pension funds on their fund investments, both in Canada and globally. We have advised pension fund and institutional investor clients on investments with such well-known fund sponsors as AlpInvest, Apax Partners, BC Partners, QT, First Reserve, Francisco Partners, Goldman Sachs, ICG, Investindustrial, LaSalle, Macquarie, Paul Capital, Triton and Wynnchurch, as well as a wide range of other players. We also advise our investor clients on more tailored fund arrangements and in situations where the client is a “flagship” investor. Our experience extends to all elements of the fund life cycle, from fund formation through to the investment period and until the wind up of a fund, and we work closely with our clients throughout this life cycle as investment, governance and other questions arise.​​​​​​​​