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.

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

Last month, the Office of Information and Regulatory Affairs published its semi-annual "Unified Agenda of Regulatory and Deregulatory Actions" of various federal agencies...

United States Commercial

RG

Ropes & Gray LLP

The Growth Of Hedge Fund Managed Accounts

The use of separately managed accounts (SMAs) to access hedge fund strategies has grown materially in recent years.

United States Finance

D

Dechert

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

United States Finance

PR

Proskauer Rose LLP

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

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

From Conflict To Clarity: Why The ADR Experience Matters In Successful Resolution

United States Litigation

J

JAMS

Speaking Sustainability - Legal & Regulatory Updates | August 2025

United States Commercial

AG

Akin Gump Strauss Hauer & Feld LLP

Greenwashing Legislation Trends: Key Takeaways For Businesses

Worldwide Commercial

RG

Ropes & Gray LLP

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

United States Litigation

J

JAMS

What Honeybees Have Taught Me About Dispute Resolution

United States Litigation

J

JAMS

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

On 8 May 2025, the United Kingdom Financial Conduct Authority (the FCA) released the findings from its multi-firm review aimed at smaller asset managers and alternatives firms

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

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

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

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

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

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

Schulte Roth & Zabel LLP

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

SEC Clears The Way For Crypto Custody

On January 23, 2025, barely 72 hours after the appointment of Mark Uyeda as the Acting Chairman of the U.S. Securities and Exchange Commission, and less than 48 hours after Chairman Uyeda...

United States Accounting

AG

Akin Gump Strauss Hauer & Feld LLP

Investment Management & Funds Regulatory Update - December 2024

In this issue, we discuss recent developments regarding enforcement of the Corporate Transparency Act, and enforcement actions involving investment advisers' alleged violations of the Marketing Rule...

United States Finance

DP

Davis Polk & Wardwell

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

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

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

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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

Impact Investing (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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