Julien Bourgeois

Mr. Bourgeois focuses on advising U.S. registered open-end and closed-end investment companies and their directors, as well as their investment advisers and other service providers, on structuring, regulatory, compliance, governance and enforcement matters. He has experience with all aspects of investment company representations, including: board matters; exemptive applications; initial and ongoing registrations; complex fund structuring and reorganization transactions; affiliation considerations; and structuring various fund structures including funds of funds, manager of managers funds and registered funds using illiquid or alternative investment strategies and fee arrangements.

Mr. Bourgeois works on structures giving regulated funds access to private market investments. He is one of the main architects of today’s 1940 Act co-investment exemptive framework.  He advises on all 1940 Act and related considerations with private investments in 1940 Act funds (e.g., complex initial investments, refinancing, reorganizations, divestments and bankruptcy situations).

A native of France, he is also uniquely positioned to represent global asset management groups on U.S. matters that apply to them – under U.S. federal and state securities laws or otherwise. He assists them with forming and integrating their U.S. business, using U.S. subsidiaries or their domestic locations, in order to manage U.S. assets or offer investment products in the United States. He has extensive experience in dual-hatting and participating affiliate arrangements, and in working on global compliance approaches.

Mr. Bourgeois is a co-head of Dechert’s global sustainability practice and advises asset management clients on the topic, including with regard to legal, regulatory and litigation risks in this area in the United States and globally.

Mr. Bourgeois is a frequent speaker at conferences in the United States and abroad and the author of numerous publications for the asset management industry.