Kate McCurry focuses her practice on investment management, with an emphasis on advising registered investment companies and their boards, investment advisers, and private funds with respect to formation, registration, compliance, and mergers and acquisitions.
Ms. McCurry advises registered investment companies, including open-end mutual funds, closed-end funds (including interval funds) and their respective boards of trustees with respect to organizational matters including trust and fund formation, SEC registration and fund mergers/reorganizations; corporate governance matters including representation of independent trustees; disclosure documents including drafting and reviewing prospectuses, SAIs and marketing materials; compliance requirements including Rule 38a-1 reporting and service provider oversight; SEC filings including proxy statements and annual and semi-annual reports; and other operational and management issues.
Ms. McCurry also assists both state and SEC registered investment advisers with registered and private investment company formation, including domestic, offshore and master-feeder hedge funds, private equity and real estate funds, and has represented registered investment advisers in acquisitions and reorganizations. In addition to assisting issuers with the drafting and preparation of offering documentation and governing documents, she also regularly assists institutional investors with evaluating and negotiating terms of investment in funds and corporate opportunities, including entry into side letters and side agreements that complement the core terms of the investment.
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Wake Forest University School of Law J.D. (2011) magna cum laude, Order of the Coif
University of Virginia B.A. History, with distinction
North Carolina (2011)
U.S. District Court - Middle District of North Carolina (2011)
21st Judicial District Bar Association, Member
Forsyth County Bar Association, Member
Bethesda Center for the Homeless, Board of Directors, Member
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