United States: Investment Strategy

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Welcome to the Mondaq Strategy homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Economic Analysis, Government Policy, Public Finance, Investment Strategy, Management and Industry Updates and Analysis.

Committed Capital Sidecar \ New Order 'Targets' 401(k) Plan 'Alternatives' (Podcast)

In this Sidecar episode of our Committed Capital podcast, Dechert partners Bill Bielefeld and Steve Rabitz dive into the challenges fiduciaries face under ERISA and the regulatory shifts poised to redefine retirement investment strategies moving forward.

United States Employment

D

Dechert

Executive Order Seeks To Expand Access To Crypto And Private Investments In Defined-Contribution Plans

On August 7, 2025, President Trump issued an executive order (the Order) instructing federal agencies to expand access to alternative asset investments for participants in defined-contribution retirement plans...

United States Technology

BS

Ballard Spahr LLP

From Engineer To Entrepreneur To Angel Investor: Mario Casabona (Podcast)

In this episode of the From Lab to Patient, Garage to Market, Philip P. Crowley speaks with Mario Casabona, Serial Entrepreneur, Angel Investor, Mentor and Business Advisor.

United States Strategy

C

Crowley Law LLC

How Wealth Advisors Support Your Financial Picture After The Sale Of Your Business

So, you are contemplating the sale of your business. Maybe you have already made the decision to sell your company and have an offer in hand. While there are probably a certain number of serial entrepreneurs who will do this more than once...

United States Wealth Mgt

KR

Kaufman Rossin

Schulte Partner Boris Ziser Featured On Nasdaq TradeTalks, "The Increased Demand For Alternative Investment Strategies Including Litigation Finance"

United States Finance

SR

Schulte Roth & Zabel LLP

USA - NATIONWIDE: An Introduction To Hedge Funds

United States Finance

SR

Schulte Roth & Zabel LLP

6 Strategic Steps For Financing Equipment

United States Strategy

SF

Stephenson Fournier

Preparing For UCITS VI

United States Finance

D

Dechert

Healthcare Investments Flash Alert (Part I): Latest Developments For Investors On U.S. Corporate Practice Of Medicine

United States Commercial

D

Dechert

Key Takeaways From The FCA's Multi-Firm Review Of Smaller Asset Managers And Alternatives Firms

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

Investing In Manufacturing - Top Investment Destinations In Asia

Worldwide Strategy

Nexdigm USA

It Is Compensation Data Gathering Season – Be A Part Of It.

United States Employment

SR

Schulte Roth & Zabel LLP

Further Easing The US-UK Divide: Extending The Buy-Side Investment Research Rules To Fund Managers

Worldwide Finance

GP

Goodwin Procter LLP

Facing The Real Estate Landscape In 2025: Navigating Tariffs, Costs And Tax Changes

United States Real Estate

KR

Kaufman Rossin

From 1925 To Today: How The FAA Transformed Dispute Resolution - The Importance Of Preserving The Core Values Of Arbitration

United States Litigation

J

JAMS

Summary - Tax Provisions In The One Big Beautiful Bill

United States Tax

HE

Hall Estill

AMTL's AICP Files Second Case Against TSMC, Its Advanced Memory Amends Against SK Hynix

United States IP

RC

RPX Corporation

Are Emotional Distress Damages In FEHA Settlements Taxable?

United States Litigation

J

JAMS

Arbitration Essentials: How To Initiate And Navigate An International Arbitration, Part 2: Hearings

United States Litigation

J

JAMS

NYC Pension Funds Signal Growing Commitment To Renewable-Focused Investment Strategy

New York City's latest proposal to adjust its pension fund investment strategy reflects a broader institutional pivot toward long-term sustainability and climate resilience.

United States Strategy

BB

Baker Botts LLP

Great Fund Insights: Co-Investing 101: Shared Risk, Shared Reward

A challenging fundraising environment, the rise in M&A activity and the capital requirements necessary to bridge funding gaps are key developments...

United States Finance

AO

A&O Shearman

Recognition Agreements In Preferred Equity

When making a preferred equity investment behind senior mortgage debt, both the senior lender and the preferred investor will have a number of concerns. Under what circumstances may the preferred investor...

United States Finance

KM

Katten Muchin Rosenman LLP

SEC's Marketing Rule Updates May Provide Relief For Investment Managers

The SEC adopted the Marketing Rule in 2021 and in January 2023 adopted an FAQ requiring that gross performance of a private fund or subset of its investments be accompanied by the corresponding net-of-fees performance.

United States Finance

GT

Greenberg Traurig, LLP

Investing In "America First" With Nova J. Daly | Coercive Capital (Podcast)

United States Strategy

WR

Wiley Rein

Treasury's New Outbound Investment Security Program Rule Targeting Investments In China's Tech Industry And Recent Guidance

Worldwide Technology

SR

Schulte Roth & Zabel LLP

2025 Proskauer Annual Review For Private Investment Funds

United States Commercial

PR

Proskauer Rose LLP

President Trump Issues America First Investment Policy Refocusing CFIUS And Outbound Investment Approach

United States Strategy

AG

Akin Gump Strauss Hauer & Feld LLP

Potential Increase To Debenture Limit For Levered Small Business Investment Companies (SBICs)?

United States Commercial

KG

K&L Gates LLP

Options To The Panama Canal Perhaps? The U.S. Suggests Taking Back Ownership, As China Is Prepared To Bypass

United States Strategy

BG

Braumiller Law Group, PLLC

Unlocking Opportunities With Private Credit Funds

United States Finance

MG

MGO CPA LLP

Federal Circuit Clarifies That "Quantitatively Small" Investments Can Establish Significant And Substantial Investment In Domestic Industry

United States International

AV

Axinn Veltrop & Harkrider

Cross-Trading At A Crossroads

United States Finance

W

WilmerHale

President Trump Starts First Week With AI Executive Orders And Investments — AI: The Washington Report

United States Government

M

Mintz

Unlocking Opportunities With Private Credit Funds

You may have noticed that private credit funds have exploded recently, with billions of dollars raised for private credit from U.S. investors in 2023 alone, following a decade of strong growth.

United States Finance

MG

MGO CPA LLP

Federal Circuit Clarifies That "Quantitatively Small" Investments Can Establish Significant And Substantial Investment In Domestic Industry

On Friday, Feb. 7, 2025, the Federal Circuit issued a precedential opinion in Wuhan Healthgen Biotech. Corp. v. U.S. Int'l Trade Comm'n, No. 23-1389, 2025 WL 420819 (Fed. Cir. 2025).

United States International

AV

Axinn Veltrop & Harkrider

Cross-Trading At A Crossroads

In an article published in The Investment Lawyer, Partner Amy Doberman explains the history of cross-trading guidance and relief, the subsequent reluctance to adopt cross-trading and the eventual interpretive.

United States Finance

W

WilmerHale

President Trump Starts First Week With AI Executive Orders And Investments — AI: The Washington Report

In his first week in office, President Trump took three significant actions on AI that lay the foundation for a new deregulatory approach to AI at the federal level.

United States Government

M

Mintz

SEC Clears The Way For Crypto Custody

United States Accounting

AG

Akin Gump Strauss Hauer & Feld LLP

Unlocking The Potential Of Alternative Markets With HighVista Strategies' Raphi Schorr (Podcast)

Two decades ago, HighVista Strategies set out to transform alternative investing by tapping into less efficient markets in search of alpha.

United States Strategy

PR

Proskauer Rose LLP

45% Of Investors Think Climate Change Will Have No Impact On Their Investments

EY's Institutional Investor Survey has some interesting insights. Seems clear that there are very different views on risk out there.

United States Environment

BB

Baker Botts LLP

The China Divestment Chorus Gets Louder As Texas Becomes The Latest State To Call For Restrictions

On November 21, 2024, Governor Greg Abbott of Texas sent a letter to state agencies prohibiting them from making any new investments of public funds in the People's Republic of China (China) and directing.

United States Finance

RG

Ropes & Gray LLP

Final Rule On Outbound Investments: Implications For Limited Partner Investments

On 28 October 2024, the US Treasury Department issued a Final Rule implementing the Outbound Investment Program (OIP) under Executive Order 14105...

United States Strategy

KG

K&L Gates LLP

Former CIO Indicted For $600M Fraud In Parallel DOJ, SEC Actions

United States Criminal

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Lowenstein Sandler

CFTC Adopts Amendments To Rule 4.7

United States Finance

FH

Foley Hoag LLP

2025 SEC Exam Priorities For Investment Advisers And Registered Investment Companies

United States Commercial

GP

Goodwin Procter LLP

Conversations With Anthony Caporrino: Unlock The Potential Of Life Sciences (Video)

United States Healthcare

AM

Alvarez & Marsal

Treasury Issues Final China Outbound Investment Rule

Worldwide Strategy

CL

Cassidy Levy Kent

ESG And The Sustainable Economy Handbook - Global Survey Of ESG Regulations For Asset Managers

Worldwide Finance

KG

K&L Gates LLP

How Artificial Intelligence Is Revolutionizing Private Equity And Hedge Funds

United States Technology

ML

Marcum

ESG And The Sustainable Economy Handbook - Sustainable Investing

United States Environment

KG

K&L Gates LLP

SEC's Division Of Examinations Halloween Treat–2025 Priorities

United States Technology

KG

K&L Gates LLP

Navigating Client Communication In The Investment Industry

United States Strategy

KR

Kaufman Rossin

Infrastructure Investment Insights: Trends & Market Snapshot

United States Strategy

AM

Alvarez & Marsal

Summary Of ESMA Consultation Papers On The Draft RTS And Guidelines On Liquidity Management Tools For AIFMS And UCITS Management Companies

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

Ropes & Gray's Investment Management Update August – September 2024

United States Finance

RG

Ropes & Gray LLP

Stellantis Files String Of Lawsuits Against UAW Claiming Strike Threats Are Bad Faith

United States Strategy

FL

Foley & Lardner

Schulte Co-managing Partner Marc Elovitz Quoted In Pensions & Investments

United States Employment

SR

Schulte Roth & Zabel LLP

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Latest Videos

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Conversations With Anthony Caporrino: Unlock The Potential Of Life Sciences (Video)

AM

Alvarez & Marsal

Executive Order On Outbound Investment And Treasury Notice – What Funds And Investors Need To Know (Video)

AG

Akin Gump Strauss Hauer & Feld LLP

Venture Philanthropy, Impact Investing And More…(Video)

AP

Arnold & Porter

QuickLaunch University: How To Avoid Underestimating The Risk In An Investment (Video)

W

WilmerHale

Tips For Startup Success - Pros And Cons Of Taking Strategic Investments From Big Players (Video)

PW

Pillsbury Winthrop Shaw Pittman

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