Ed is a partner in our Fund Formation and Investment Management Group. He is a leader in investment management practice and representation of endowments, foundations, pension plans, family offices and outsourced chief investment offices (OCIOs), among other institutional investors. As former chair of the American Bar Association’s (ABA) Institutional Investors Committee and a frequent author and speaker on institutional investment issues, Ed is considered a national thought leader on legal, compliance and policy issues relating to institutional investment. He was a member of the Institutional Limited Partners Association’s steering committee on the recent adoption of model limited partnership forms and a model non-disclosure agreement. His practice also includes representation of academic partners on industry/academic collaborations, consulting and start-ups.
Ed has more than 30 years of experience in investment management, regulatory oversight, risk management, operations, and compliance and ethics programs for both institutional investors and investment advisors. He is a member of the securities law committee of the National Association of Pension Plan Attorneys (NAPPA). From 2012 to 2015, he was a lecturer at the University of Virginia School of Law where he co-taught a course on private equity and hedge funds. He is the author of numerous articles, including, “How Safe Are Institutional Assets in a Custodial Bank’s Insolvency?”, the leading paper on bank custody law. He also is co-author, with Nobel Prize winner H. Robert Horvitz, Ph.D., of Connecting with Companies: A Guide to Biomedical Consulting Agreements (2nd edition, 2014).
Ed was the former general counsel of the University of Virginia Investment Management Company (UVIMCO), where he advised on a range of institutional investment topics, including securities and investment advisory laws, investment advisory contracts, bank custody, and international issues, as well as compliance and operations and board matters from 2008 to 2016. Prior to joining UVIMCO, he was associate general counsel for the Howard Hughes Medical Institute. He began his legal career as an associate at Shearman & Sterling and Paul Weiss Rifkind Wharton & Garrison.
