In partnership with our
#probono
client
@Just4Greenwood
, our firm is working to ensure the survivors and descendants of the 1921
#TulsaRaceMassacre
finally have their day in court. The fight for justice continues. Learn more and see the full film:
“Victims of the
#TulsaRaceMassacre
will have a chance to confront the institutions who instigated this act of terrorism and seek to repair the continuing harm done to their once thriving community,” said
#SRZ
partner Michael Swartz to
@business
. Read more:
Last night, excitement for SRZ's advance screening of "Black Panther: Wakanda Forever" at AMC Lincoln Square was off the chart! SRZ attorneys and business staff were treated to popcorn, drinks and one of the most anticipated movies of the year. A great time was had by all!
The three known living survivors of the 1921 Tulsa massacre can proceed with a lawsuit seeking financial and other reparations for the death and destruction, a judge in Oklahoma ruled
In this Alert, Schulte lawyers review the implications of the
@FinCENnews
deadline extension from 30 to 90 days for reporting companies created or registered in 2024.
Read more:
#SchulteLaw
SRZ Chief Marketing & Business Development Officer Nicole Petrie discussed the power of alumni as brand ambassadors at
@EnterpriseAlum
's
#TheALUMS
2023 conference.
Join Schulte partner
@IanLevin
at
@PractLawInst
's upcoming program, ERISA 2023: The Evolving World, as he presents on the “ERISA Issues Impacting Transactional Practices” panel on Aug. 1st, beginning at 9:00am ET.
Register here:
Schulte partner Melissa Goldstein will present at
@K2Integrity
’s “AML/CFT Rules for Investment Advisers” webinar on June 12th at 12:30pm ET. Register to attend:
#SchulteLaw
At a Washington, DC, press conference, SRZ associate McKenzie Haynes spoke on the litigation team's pro bono work defending the surviving victims of the Tulsa Race Massacre.
#SRZProBono
#JusticeForGreenwood
Video courtesy of Congresswoman Cori Bush.
Our 31st annual Private Investment Funds Seminar, the financial services industry’s definitive forum on private investment funds, is this Thursday, Jan. 27. SRZ attorneys will discuss tools for managers pursuing growth equity. Watch our teaser to learn more:
SRZ Global Shareholder Activism Group co-chair and partner Ele Klein was recently a guest on
@SkytopStrat
’s In The Studio episode “Small Cap Activism: Outlook for 2023,” where he discussed what investors need to know before conducting successful small cap
#activism
.
#SRZLaw
On Dec. 11,
@USTreasury
issued a statement that it plans to release an updated notice of proposed rulemaking prescribing anti-money laundering/counter terrorist financing obligations for certain investment advisers in the first quarter of 2024. Learn more:
SRZ partner Ian Levin and fellow panelists will present "ERISA: The Transactional Practice" at
@PractLawInst
's upcoming event, ERISA 2022: The Evolving World.
The panel will take place on Tuesday, August 2nd at 9:00am ET. Learn more and register here:
In his recent op-ed for
@AmericanLawyer
, SRZ co-managing partner Marc Elovitz explains that in order to succeed in an increasingly competitive market, law firms must break down the barriers between their lawyers and business professionals.
Read more:
There is still time to attend our 12th Annual Shareholder Activism Conference. Hear about the key issues impacting the activism landscape in the wake of a number of high-profile, successful campaigns this year. Read more and register here:
Cristiano Guerra, Head of Special Situations Research at ISS, speaks with Ele Klein about corporate governance at Schulte’s 2024 Shareholder Activism Conference.
#SchulteLaw
#ShareholderActivism
In a significant step forward, SRZ has filed an amended petition calling for abatement to the public nuisance that began with the Tulsa Race Massacre and continues to impact survivors and the Greenwood community to this day.
Read more:
SRZ partner and Chair of the
@EmoryLaw
Advisory Board Ian Levin teaches a class at
#EmoryLaw
titled “Doing Deals: Employee Compensation & Benefits,” covering compensation and benefits provided to employees by private employers.
Full course description:
New SRZ partner and head of the Intellectual Property, Sourcing & Technology Group Alexander Kim spoke with
@altswatchnews
about the challenges clients are facing as IP & tech issues play an increasingly important role in M&A. Read more:
On July 29, join SRZ special counsel Randall Adams, WIlmerHale partner Tiffany Smith and Debevoise & Plimpton partner Kristin Snyder for their “Crypto Assets: The Future of Capital Markets” panel at the 2022 Lavender Law Conference. Register here:
WEBINAR: Join our panel of experts as they discuss current trends and differences between corporate activism in the U.S., U.K., Europe, and Asia.
📅 January 10, 2023
🕒 10-11 am ET / 3-4 pm GMT
🔗
#Webinar
#CorporateActivism
@SRZLawFirm
SRZ Chief Marketing & Business Development Officer Nicole Petrie will speak on "The Networking Trinity: Friends, Colleagues, Alumni" panel at
#TheALUMS
2023 Conference, hosted by
@EnterpriseAlumni
.
Register for the event:
Whats on at
#TheALUMS
⚡️
The first panel "The Networking Trinity: Friends, Colleagues, Alumni" brings together a mix of voices to discuss how alumni networks assist large organisations, including Marketers, HR professionals and Chief Executives.
Panel moderator -
@JosieCox_NYC
In a recent
@LexisNexis
Practical Guidance practice note, Schulte partner Julian Wise, special counsel Amiel Mandel and associate Aaron Schwed discuss issues and trends relating to intercreditor agreements.
Read more:
#SchulteLaw
#CommercialRealEstate
Schulte partners recognized by
@WhosWhoLegal
: Private Funds. Stephanie Breslow ranked as “Global Elite Thought Leader.” David Efron, Marc Elovitz, Jason Kaplan, Ben Kozinn, David Nissenbaum, Paul Roth and Phyllis Schwartz ranked as “Recommended.”
To our 54 summer associates starting the 2022 SRZ summer program today: Welcome! And get ready to experience an exciting immersion into SRZ and everything you will need to prepare for your legal careers! Learn more about our summer associate program:
In a recent article for
@Law360
, SRZ attorneys Melissa Goldstein, Betty Santangelo and Rebecca Raskind examine a landmark action by FinCEN against virtual currency exchange Bitzlato and discuss a coordinated action between FinCEN and the DOJ.
Read more:
SRZ partner Ele Klein is recognized in
@TheDealNewsroom
for his 2021 shareholder activism representation, including advising TCI Fund Management Ltd. and Sachem Head Capital Management & Clearfield Capital Management LP and serving as counsel to Politan Fund Management LP.
In the most recent edition of the ICLG to Securitisation 2022, SRZ attorneys Craig Stein, Phillip Azzollini and Martin Sharkey discuss current market trends and legal and regulatory developments that are affecting the CLO market. Read more:
Schulte announces the formation of the firm’s Special Situations group, a multidisciplinary team focused on helping clients achieve their legal and financial objectives across the spectrum of stressed and distressed transactions.
Read more:
@douglasmintz
In honor of
@ABAesq
’s National Celebration of Pro Bono, we are highlighting longtime
#probono
client
@NAPW
, a non-profit advocacy organization that works to secure the human and civil rights, health and welfare of pregnant and parenting people.
Learn more:
Most companies experiencing
#ESG
issues also experience issues related to traditional activism. Learn where to begin in The Activist Investing Annual Review:
#AIAR22
#ShareholderActivism
SRZ is pleased to announce that founding partner Paul Roth received the
@MFAupdates
inaugural Lifetime Achievement Award at the organization's Investment Leadership Dinner this week, recognizing his service to the industry and commitment to MFA. Join us in congratulating Paul!
On Feb. 24, 25 and 28, 2022, President Biden and the OFAC announced expansive sanctions on Russia and Belarus in the wake of Russia’s invasion of Ukraine. SRZ’s attorneys review the latest sanctions:
SRZ partners Ele Klein and Marc Weingarten discuss the Activist Investing Annual Review 2022 on the
#podcast
Beyond the Boardroom. Listen to the full episode on Apple podcasts:
#AIAR22
Schulte CIO Andrea Markstrom recently spoke at the
#ILTACON2023
panel, “Female Leadership in a Barbie World: The Challenge of Being Everything,” in which women leaders shared how they manage expectations to find success on their own terms.
In a recent
@BNNBloomberg
article by
@lisapham
, SRZ partner Anna Maleva-Otto shared her thoughts on the recent Sustainable Finance Disclosure Regulation update, which has led to EU funds being reclassified.
Read more:
#SRZLaw
SRZ is pleased to announce that Alexander Kim has joined the firm as a partner and head of the Intellectual Property, Sourcing & Technology Group, based in the NY office. Alex brings considerable experience in
#IntellectualProperty
,
#Privacy
,
#DataProtection
and
#Cybersecurity
.
Join SRZ partners Anna Maleva-Otto, moderating "Digital Assets: The Regulatory Outlook," and Allison Scher Bernbach, moderating "Preparing for Regulatory Examinations," today at the
@MFAupdates
Legal & Compliance London program.
Register here:
SRZ partner Adam Harris connected with
@TheDealNewsroom
to discuss the
#bankruptcy
estate of Ascena Retail Group filing an amendment after a district
#court
threw out the third-party releases it contained. Read the full article:
As we continue to reflect in remembrance of
#civilrights
hero, Dr. Martin Luther King, Jr. we are extremely proud to announce SRZ founding partner William D. Zabel has been appointed to the board of the
@Just4Greenwood
Foundation. Read more here:
Join SRZ partner Ian Levin for his panel, "ERISA: The Transactional Practice," at
@PractLawInst
's event, ERISA 2022: The Evolving World.
The panel discussion will take place tomorrow, August 2nd, at 9:00am ET. Learn more and register here:
Schulte is pleased to announce that James McCann has joined the firm as partner in the Tax Group. Jim has extensive experience with the tax aspects of structuring, launching and operating private investment funds.
Read more:
#SchulteLaw
#NewPartner
Historic ruling! Yesterday, Judge Caroline Wall ruled that the 1921 Tulsa Race Massacre lawsuit can proceed, meaning victims and their families can finally have their day in court. We are proud to be part of the team on this case.
Read more:
Congratulations to our newest partners and special counsel! SRZ is proud to announce the election of six talented lawyers to the firm’s partnership and nine to special counsel. Each has demonstrated commitment to exceptional client service.
Read more:
Our pro bono client, a gay Guyanese man living with HIV, has been granted asylum in the U.S. SRZ represented him alongside
@IEquality
. We are grateful that our client can now build a new life here as his authentic self. Learn more about our pro bono work:
Schulte partner Peter Greene spoke at Eagle Alpha's "The Corporate Data Monetization Opportunity is Now" webinar, where he discussed the evolution of alternative data consumption and compliance, specifically the concept of data provenance.
#DataMonetization
#DataProvenance
The SEC has been very active in proposing new rulemaking and has proposed comprehensive changes to beneficial ownership rules. In the second of a two-part series for
@HFLawReport
, SRZ partners Ele Klein and Adriana Schwartz examine potential outcomes for the new rules.
The SEC proposed a modernization of the beneficial ownership reporting regime. This article explores the proposed amendments to Rules 13d‑3, 13d‑5 and 13d‑6, with insights from
@SRZLawFirm
attorneys.
The Schulte
#probono
team joins
#TulsaRaceMassacre
Survivors' co-counsel at a 12 pm CST press conference today to discuss why they are confident the Oklahoma Supreme Court will reverse the unlawful dismissal of their lawsuit.
Watch press conference:
SRZ celebrated its longtime pro bono partnership with Partners in Health by hosting a conversation to discuss PIH's beginnings, its extraordinary work throughout the world and the work PIH and SRZ do together. Learn more about PIH and their mission:
Activist investors see the most opportunity for activism in Asia and the Pacific, with the U.S. and the EMEA close behind, according to the 2018 Shareholder Activism Insight report, published by SRZ,
@ActivistInsight
and
@OkapiPartners
. Read full report:
SRZ attorneys Anna Maleva-Otto, Tinika Brown and Drew Miller discussed recent and upcoming regulatory developments impacting marketing strategies for raising capital at 2023 London Hot Topics:
"Opportunities for private capital abound in the UK, EU, US and globally, but...
SRZ earned a Band 1 ranking in
#ChambersGlobal2022
for Investment Funds: Hedge Funds, Global: Multi-Jurisdictional. Congratulations to our
#HedgeFunds
practice!
Schulte special counsel Jessica Margolies will speak on the "Regulatory Update - Convergence of AI and AltData" panel at Neudata's New York Data Summit on June 4th at 3:20p ET!
Register to attend:
#SchulteLaw
#AltData
You still have 2 days to register for our 31st annual Private Investment Funds Seminar! Learn about new strategies in the crypto and block chain investing field, such as staking, tethering and DEFI. Get a sneak peek from Stephanie Breslow and David Wermuth here:
Schulte partners Ele Klein and Jim McNally spoke at
@K2Integrity
’s “Corporate activism in the US, UK, Europe, and Asia” webinar on January 10. The panel looked at the current legal and practical issues facing the activism market. Whilst the US is dealing with the manner in...
In what is likely a rare occurrence at law firms, the SRZ summers were treated to hearing from our founding name partners Paul Roth and Bill Zabel. Learn about our summer program:
Schulte partners Julia Beskin,
@DouglasMintz
and Ned Schodek will be featured in a
@Reorg
webinar, “Fallout From Liability Management Exercises: Double Dip and Pari Plus Fights In and Out of Bankruptcy” held on Wednesday, Nov. 15, at 12 p.m. ET. Register:
Join SRZ partner Jennifer Dunn at
@PractLawInst
’s Advanced Issues in Private Funds 2023 program as she presents on the “Upper Tier: Structures and Considerations” panel on June 6th at 1:45pm ET.
Register here:
SRZ partner Laura Angel-Lalanne recently spoke on the "CaveART Emptor & Venditor: Strategies and Anecdotes from the Art Transaction Trenches" panel at the
@EPCNYC
#EstatePlannersDay2023
.
Learn more about the council:
SRZ is honored that our litigation seeking justice for the survivors of the 1921 Tulsa Race Massacre and the Greenwood community was chosen as
@ABAJournal
's Oct/Nov 2022 cover story. In the article, SRZ attorneys discussed the ongoing lawsuit. Read more:
SRZ partner Ele Klein is speaking at 11.45am on the “Debt Activism: Trends, Opportunities and Strategies” panel at
@SkytopStrat
’s Shareholder Activism ESG Super Summit on April 5 in New York. Learn more & register for the event:
Congratulations to Special Counsel Jason Mitchell, honored as Outstanding
#ProBono
Lawyer at
@BazelonCenter
for Mental Health Law's 2021 Awards. Recognized for his work with special needs children, with this award, Jason truly exemplifies the spirit of our firm.
#BazAwards21
EVENT:
@SRZLawFirm
’s Shareholder Activism Conference features leading activist investors and their advisers discussing their perspectives on the current activist environment as well as emerging trends. Click here to register:
Schulte partner Melissa Goldstein discussed the regulatory obligations and timelines related to the proposed rules requiring an AML/CFT program, suspicious activity reporting and customer identity verification in the investment adviser sector.
Learn more:
Missed our live webinar on the new regulatory obligations for investment advisers?
@K2Integrity
's Sarah Runge urges advisers to start budgeting and implementing
#AML
programs and SAR obligations sooner rather than later. Watch the full recording now:
Join SRZ partners Harry Davis and Thomas Weinberger and special counsel Robert Griffin at ILMA’s 13th Annual Investor Summit for their panel “Beyond Price Dawe: The Current State of Life Settlement Litigation” on Dec. 6th. Register here:
#SRZLaw
Schulte partner Jennifer Dunn spoke with Private Equity Law Report following the SEC’s adoption of final rules for private fund advisers, which introduce significant reporting and disclosure requirements on private fund managers.
Read more:
#SchulteLaw
Last week, we said farewell to our 2022 summers. We had a great group this year and we so appreciate all of their hard work and enthusiasm. Thank you and good luck to each of you as you return to school!
Learn more about the work our summers do:
Co-counsel SRZ and the SPLC, SCSJ, ACLU of Georgia and Lawyer’s Committee filed litigation challenging the Cobb County School Board map for intentionally discriminating against communities of color by diluting their voting power. Read SCSJ’s press release:
As part of
@ABAesq
’s National Celebration of Pro Bono, we are highlighting our
#probono
client
@GarySiniseFound
, a 501(c)(3) organization serving severely wounded veterans, first responders and their families. Learn more about GSF:
SRZ partner Ele Klein recently spoke on two panels at the
@SkytopStrat
Shareholder Activism Summit 2023 -- “Activist Game Plan: 2023 Outlook” and “Litigation Update: Recent Proxy Contest Case Law in Delaware and Elsewhere.”
#SRZLaw
#ShareholderActivism
Join Schulte partner Ele Klein at
@SkytopStrat
’s Shareholder Activism Summit 2024 for his “Emboldened Activism: Universal Proxy 2023 and the Upcoming Season” panel on January 30th. Register to attend:
Join SRZ partner Stephanie Breslow today for her panel "Issues of the Day for Alternative Asset Managers" at
@PractLawInst
's event, Investment Management 2022: Current Issues & Trends.
The panel will begin at 3:30pm ET. Register here:
In a recent article for
@ABIWorld
's American Bankruptcy Institute Journal, SRZ attorneys discuss uptiering transactions, the "greater vigor" with which they have been pursued in recent years and a string of recent court rulings on the topic.
Read more:
SRZ recently hosted a
@UMichLaw
1L reception where several of our attorneys, including a number of
@michiganalumni
met with students, answered their questions and shared their experiences at the firm.
#SRZRecruiting
#LawSchool
SRZ associate Michelle Chang was recently spotlighted by the
@NYCBarAssn
’s ODEIB in their September newsletter. Michelle is an ALI LITE alum/panelist and shares her experience during the program and at SRZ in this spotlight:
We are excited to welcome our
#FallAssociates
! While our new associates will be immersed in investment management, litigation and finance, they can also be found practicing Brazilian Jiu-Jitsu, singing karaoke and playing the guitar or cello among other personal pursuits.
In this Alert, Schulte lawyers detail the US Tax Court’s recently issued opinion with respect to competing motions for summary judgment in the case of Soroban Capital Partners LP v. Commissioner. Learn more:
A ruling in New Hampshire state court granted a motion filed by
@innocence
and SRZ to suspend the remainder of our terminally ill client’s sentence, after 27 years of incarceration. Read more:
#ProBono
SRZ partner Heather Wyckoff recently spoke on a panel titled “The State of the Capital Markets,” organized by the Garden City Real Estate Professionals Foundation. Topics covered included the effect of rising interest rates, ESG considerations, and outlook for the year ahead.
Schulte is proud to support the Asian American Legal Defense and Education Fund and their efforts to advance social justice. Several Schulte representatives recently attended
@AALDEF
's 50th Anniversary Gala and Justice in Action Awards Celebration.
#AAPIHeritageMonth
#SchulteLaw
SRZ partner Peter Greene has joined the
@MFAupdates
Board of Directors. The board comprises executives from leading alternative asset managers, allocators and service providers. Join us in congratulating the new Board of Directors!
Read more:
Join us tomorrow, March 12, at 8:00pm EST for a webinar covering “Next Steps for Investment Funds with Exposure to Silicon Valley Bank.” SRZ attorneys will discuss the
#SVBCollapse
and next steps for account holders and borrowers.
To attend, contact your SRZ attorney.
#SRZLaw
Schulte is proud to announce the addition of Damian Petrovic as a partner in the M&A and Securities Group. Damian represents private equity sponsors and their portfolio companies with respect to mergers, acquisitions and divestitures.
Read more:
Schulte partner Boris Ziser will speak on the "Ask the Experts: Insiders' Approach to Getting the Best Deal" panel at
@LFDealmakers
2023 Forum on September 27, 2023, starting at 10:00am ET.
Learn more:
#SchulteLaw
Among the many topics covered, panellists discussed the findings of the latest research into the emerging fund manager community published by AIMA and
@TDCowen
.
Download your copy of the report here:
#hedgefunds
#AIMAevents
#emergingmanagers
SRZ partners Ben Kozinn and Craig Warkol will speak on separate panels at GAIM Ops Cayman Alternative Investment Operations and Compliance Event on April 24.
Read more on GAIM Ops Cayman:
#SRZLaw
#GAIMOpsCayman
Kelly Koscuiszka and Craig Warkol speak on the “Regulatory Trends” panel moderated by Adriana Schwartz at Schulte’s 2024 Shareholder Activism Conference.
#SchulteLaw
#ShareholderActivism