​​​​​​​​​​​​​​​​​ ​THE BOURNE FIRM

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The following are examples of the THE BOURNE FIRM's experience with respect to investments and how that experience could benefit you:

• ​Provided practical advice, and created and implemented pragmatic process for analyzing and achieving business objectives, with respect to multifaceted domestic and global private equity, venture capital, real estate and emerging markets investments valued at over $1 billion.
• Analyzed and advised with respect to nature and scope of fiduciary duties, and pragmatic management and mitigation of risks, under Employee Retirement Income Security Act of 1974 for multi-million dollar investments pursuant to 401(k) plan.
  
• Reviewed, assessed and advised regarding multi-million dollar fiduciary insurance coverage for risks associated with investments, as well as strategies for reduction of risks.
  
• Counseled concerning investment and interest requirements for trusts relating to retention of hundreds of thousands of dollars in premiums for complex plan, and practical options, strategies and actions for resolution of dispute relating to those premiums.
  
• Analyzed various laws related to formal and informal trusts and implemented requirements of those laws in documentation and processes.
  
• Researched and advised regarding authority to alter retirement benefits under multi-billion dollar pension plan as a result of the performance of investments.
  
• Completed exhaustive search of minutes of boards of directors, bylaws, articles of incorporation, partnership agreements, and operating contracts to determine whether company had authority to invest on behalf of affiliates; summarized the results of that search; and described key actions necessary to obtain that authority.
  
• Researched the law of individual retirement accounts and designed software workflow and logic to generate correct agreements and disclosures according to specific facts provided by user of cloud-based software.
  
• Drafted and advised concerning complex policies for investments in venture capital, leveraged buyouts, mezzanine financing, timber and other alternative investments, and with respect to policies for more traditional investments in money market funds and financial instruments.
  
• Advised alternative investments staff regarding a wide variety issues, and worked with that staff, tax advisers, accounting department and outside counsel to negotiate limited liability company agreements, legal opinions and related documents.
  
• Advised regarding structure of various investment entities and risks and benefits of a myriad of services agreements for investments.
  
• Analyzed, advised with respect to and negotiated agreement under which investment manager affiliated with large, multinational insurance company agreed to acquire, manage and dispose of timberland investment properties in Australia.
  
• Assessed and counseled concerning account agreement under which investment manager based in Scotland agreed to acquire, manage and dispose of portfolio of international securities.
  
• Negotiated expense reimbursement agreement under which administrator of 401(k) plan agreed reimburse plan for expenses associated with services for which the administrator did not provide record keeping and for which the sponsor offered certain investment options to participants.
  
• Reviewed an advised regarding custody agreement between financial institution and corporation necessary for the implementation of deferred repatriation plan developed as a savings and investment vehicle for long-term expatriate employees in foreign country. 
  
• Tracked and analyze complicated portfolio of alternative investments.

​​​​​​​​​​​​​​Experienced on-demand general counsel for small to mid-sized companies not yet ready for full-time general counsel.