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.

Going On The Offensive To Improve Advisers Act Disclosures

Offensive disclosure leans towards obvious exhibition and expression in public. It invites engagement, for the purpose of obtaining from clients (and demonstrating to regulators) informed consent.

United States Finance

W

WilmerHale

SEC Permits Confidential Treatment Requests For Form ADV Information

On December 29, 2025, the Securities and Exchange Commission (the "SEC") issued a final rule delegating authority to the Director (the "IM Director") of the Division of Investment Management...

United States Strategy

PR

Proskauer Rose LLP

New Section 892 Regulations: Action Points For Private Fund Sponsors And Non-U.S. Pension Plan & Sovereign Investors

The Treasury also proposed new regulations that introduce a limited safe harbor for loan origination activities (the 2025 Proposed Regulations).

United States Strategy

AG

Akin Gump Strauss Hauer & Feld LLP

The New EU Bioeconomy Strategy: A Regulatory Framework In Transition

On 27 November 2025, the European Commission adopted the EU Bioeconomy Strategy 2025 (the Strategy), confirming the bioeconomy as a central pillar of Europe's industrial, sustainability, and competitiveness agenda.

United States Strategy

CM

Crowell & Moring LLP

US Solicitor General Supports Plan Sponsors On Key ERISA Legal Questions In US Supreme Court Amicus Briefs

United States Employment

MB

Mayer Brown

The OBBBA Breathes New Life Into Opportunity Zones

United States Tax

SR

Shulman Rogers

SEC Division Of Examinations 2026 Priorities

United States Commercial

GT

Greenberg Traurig, LLP

Ropes & Gray's Investment Management Update September – October 2025

United States Strategy

RG

Ropes & Gray LLP

Drowning In Data, Starving For Insight

United States Strategy

AM

Alvarez & Marsal

The SEC's Regulatory Agenda And Implications For Alternative Retail Products

United States Commercial

RG

Ropes & Gray LLP

The Growth Of Hedge Fund Managed Accounts

United States Finance

D

Dechert

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

United States Strategy

AG

Akin Gump Strauss Hauer & Feld LLP

Kelly Koscuiszka On AI In Finance: Balancing Innovation And Oversight

United States Technology

SR

McDermott Will & Schulte

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

United States Finance

PR

Proskauer Rose LLP

Artificial Intelligence — A Blessing With Boundaries (Video)

United States Technology

MB

Michael Best

Green And Spiegel, U.S. Announces New Initiative To Protect Citizens Overseas

United States Immigration

Gs

Green and Spiegel

Colorado "Opt-Out" Litigation – Petition For Rehearing En Banc And Amicus Briefs In Support

United States Finance

BS

Ballard Spahr LLP

Visa Turbulence: Navigating Your H-1B Future In A Shifting U.S. Landscape (Video)

United States Immigration

Gs

Green and Spiegel

Supreme Court Weighs Extent Of President's Authority To Impose Tariffs During Proclaimed National Emergencies

United States Litigation

D

Dykema

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

McDermott Will & Schulte

USA - NATIONWIDE: An Introduction To Hedge Funds

United States Finance

SR

McDermott Will & Schulte

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

McDermott Will & Schulte

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

Investing In Manufacturing - Top Investment Destinations In Asia

Global markets today are becoming more interconnected with liberalized trade policies, growing access across countries, and increasing bilateral agreements, led by technological revolution and digitization.

Worldwide Strategy

Nexdigm USA

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

McDermott Will & Schulte

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

United States Strategy

BB

Baker Botts LLP

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

On Jan. 2, 2025, the US Department of the Treasury's ("Treasury") final rule implementing the Outbound Investment Security Program...

Worldwide Technology

SR

McDermott Will & Schulte

2025 Proskauer Annual Review For Private Investment Funds

The following Annual Review is a summary of some of the significant changes and developments that occurred in the past year and certain recommended practices that investment advisers/investment managers to private funds should consider in 2025.

United States Commercial

PR

Proskauer Rose 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

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

SEC Clears The Way For Crypto Custody

United States Accounting

AG

Akin Gump Strauss Hauer & Feld LLP

Investment Management & Funds Regulatory Update - December 2024

United States Finance

DP

Davis Polk & Wardwell

ESMA Consults On Open-Ended Loan Originating AIFs

United States Finance

PR

Proskauer Rose LLP

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

United States Wealth Mgt

PR

Proskauer Rose LLP

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

United States Strategy

RG

Ropes & Gray LLP

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

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

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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: When To Discuss Valuation (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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