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.

SEC Again Extends Compliance Deadline For Form PF Amendments To October 1, 2026

On September 17, 2025, the Securities and Exchange Commission for a third time extended the compliance date for the Form PF amendments originally adopted on February 8, 2024 until October 1, 2026.

United States Strategy

AG

Akin Gump Strauss Hauer & Feld LLP

Kelly Koscuiszka On AI In Finance: Balancing Innovation And Oversight

As AI technology rapidly evolves, more leveraged credits, sponsors and lenders are working to ensure best practices and compliance.

United States Technology

SR

Schulte Roth & Zabel LLP

What To Expect When You're Expecting New Investors — Practical Steps Fund Managers Can Take To Prepare For Investments From Registered Funds And Defined Contribution Retirement Plans

Historically, investments in private funds have been reserved for large institutions, defined benefit pension plans, sovereign wealth funds and very wealthy individuals.

United States Finance

PR

Proskauer Rose LLP

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

United States Technology

BS

Ballard Spahr LLP

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

United States Strategy

C

Crowley Law LLC

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

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

Business Tax Law Provisions Of The OBBA

United States Commercial

OK

Offit Kurman

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

United States Litigation

J

JAMS

[PODCAST] Utilizing Co-Mediation - Bringing Together Multiple Perspectives To Reach Effective Settlements

United States Litigation

J

JAMS

Strengthening Your Hiring Process (Video)

United States Law Practice

OK

Offit Kurman

Evolving Challenges In Employment Mediation: Managing Emotions, Shifting Strategies And Legal Trends (Podcast)

United States Employment

J

JAMS

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

Our affiliate Eisenhandler & Co. is in the process of gathering the latest compensation data for the Alternative Investment Manager Industry utilizing their MarketLook Compensation Survey platform.

United States Employment

SR

Schulte Roth & Zabel LLP

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

In our previous alert Paying for Buy-Side Investment Research: New Rules Ease the US-UK Divide | Insights & Resources | Goodwin we discussed the Financial Conduct Authority...

Worldwide Finance

GP

Goodwin Procter LLP

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

Rather than waiting for clarity, industry leaders are shifting from a reactive to strategic approach—adjusting their financial models...

United States Real Estate

KR

Kaufman Rossin

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

United States Finance

AO

A&O Shearman

Recognition Agreements In Preferred Equity

United States Finance

KM

Katten Muchin Rosenman LLP

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

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

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

On February 21, 2025, President Trump issued the America First Investment Policy Memorandum, which emphasizes the U.S. commitment to a strong, open investment environment while reshaping the U.S. government's policy towards inbound and outbound investment

United States Strategy

AG

Akin Gump Strauss Hauer & Feld LLP

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

Small Business Investment Companies (SBICs), which invest in qualifying small businesses in the United States, are eligible to receive Small Business Administration (SBA)-guaranteed...

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

Prior to the origination of the plans for the Panama Canal vessels of trade had few options of getting goods from Europe and Asia to N. America.

United States Strategy

BG

Braumiller Law Group, PLLC

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

United States International

AV

Axinn Veltrop & Harkrider

ESMA Consults On Open-Ended Loan Originating AIFs

On 12 December 2024, the European Securities and Markets Authority ("ESMA") published a consultation paper ("Consultation") on draft regulatory technical standards relating to open-ended...

United States Finance

PR

Proskauer Rose LLP

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

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

United States Wealth Mgt

PR

Proskauer Rose LLP

Ropes & Gray's Investment Management Update October – November 2024

On October 21, 2024, the SEC Division of Examinations ("EXAMS") published its annual Examination Priorities applicable to SEC-regulated entities. EXAMS identified the following examination focus areas.

United States Strategy

RG

Ropes & Gray 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

United States Environment

BB

Baker Botts LLP

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

United States Finance

RG

Ropes & Gray LLP

Final Rule On Outbound Investments: Implications For Limited Partner Investments

United States Strategy

KG

K&L Gates LLP

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

United States Criminal

LS

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

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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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