Stacy H. Louizos
Stacy Louizos is a Partner in the Corporate, M&A and Securities Practice Group of Blank Rome and serves as Co-Chair of Blank Rome’s Investment Management group. She is also a member of the firm’s Environmental, Social and Governance (“ESG”) group.
For more than twenty years, Stacy has represented registered investment companies and their independent directors and investment advisers-- counseling them on a broad range of matters relating to the operation of investment companies of all kinds, including: the organization and offering of open-end and closed-end funds and ETFs; mergers of individual funds and fund complexes; and board governance, compliance and other regulatory matters under the federal securities laws. Stacy regularly counsels on topics such as risk management oversight, distribution, new regulation and industry best practices.
She has extensive fund formation experience and has worked with a wide variety of registered fund products, including alternative investment funds; manager of managers structures; variable annuity insurance funds; funds of funds and master-feeder funds; ESG, socially responsible and impact funds; umbrella series trusts; business development companies; and money market funds. She is known and has been recognized nationally for her counseling of fund boards. She has served as fund counsel and/or counsel to the independent directors of fund complexes of all sizes, including a number of large and well-known fund groups, with a particular background in counseling independent directors and trustees on matters relating to board governance and best practices, as well as with respect to their duties under the Investment Company Act of 1940. She also has experience with respect to matters before the Securities and Exchange Commission, as well as counseling with respect to mutual fund litigation.
Stacy has been recognized nationally in the area of mutual/registered fund law and was also named a “2019 Notable Woman in Law” by Crain’s New York Business. She is a member of the Advisory Panel for Fund Directions. Stacy is a regular speaker and writer, and is frequently quoted, on topics such as board governance, fund best practices and cybersecurity. She received her J.D. from Washington & Lee University and her B.A. from The University of North Carolina at Chapel Hill.