Jeremy is a banking and financial services and corporate and commercial lawyer with expertise in managed funds, securities law, and alternative assets including private equity, venture capital, hedge funds and property investment.
Certificat d'Etudes Juridiques Françaises et. Normandes l’Universite de Caen, 2004 PGDipEcon London (CeFIMs) 2003 LLM (First Class Hons) University of Auckland, 1999 LLB (Hons) University of Auckland, 1996 BA University of Auckland, 1996
Jeremy has a broad range of legal expertise, with a focus on managed funds, securities law and alternative assets (private equity, venture capital, hedge funds and property investment).
Jeremy has special expertise in limited partnerships, helping to establish the first New Zealand venture capital fund structured as a limited partnership (Pioneer Capital Partners I LP) including negotiating its co-investment arrangements with the New Zealand Venture Investment Fund. In 2008, he also helped to launch the EY NZ Absolute Return Association hedge fund index for boutique hedge fund managers in New Zealand.
In addition to New Zealand, Jeremy is admitted to practise in England and Wales, the Cayman Islands and Guernsey in the Channel Islands.
Some of Jeremy's major projects
Managed Funds
Structuring, establishing and advising retail and wholesale managed funds including unit trusts (including PIEs and cash PIEs), limited partnerships, investment companies, managed accounts, master-feeder structures, umbrella funds, co-investment schemes, protected cell companies and segregated portfolio companies
Structuring, establishing and advising offshore funds (Guernsey and Cayman)
Negotiating co-investment arrangements with major institutions, including the New Zealand Venture Investment Fund
Advising investment and fund management companies, administrators, trustees/custodians and prime brokers, including drafting standard management and administration contracts
Key clients include, or have included, AMP Capital Investors, Perpetual, Pioneer Capital Partners, Next Capital, Pure Capital, Watchman Capital, Public Trust, Covenant Trustees, UDC, Credit Suisse, Schroders, HSBC, Morgan Stanley, Close Bros, Barings, Investec, Financial Risk Management (FRM), Absolute Capital Management, Coller Capital Partners and Invesco
Securities Law
Advising and reviewing documentation with respect to public and private offers of securities in New Zealand, including offers of Australian registered managed investment schemes and wholesale funds in New Zealand
Advising on securities law implications of major property developments in New Zealand and Fiji
Advising on the laws relating to futures dealers
Corporate and Commercial Next Capital
Mergers and acquisitions, with an emphasis on private equity and venture capital due diligence and investment.
Sample transactions include assisting Australian private equity fund Next Capital on the acquisition of its stakes in Hirepool, Healtheries of New Zealand and Nutra Life, advising the shareholders of Independent Liquor (NZ) Limited on the sale of 100% of the shares to Pacific Equity Partners and CCMP Capital Asia Pte Limited and acting for Tetra Laval on its acquisition of Downer EDI
Corporate work including the incorporation of New Zealand, Guernsey and Cayman companies, due diligence, advice on business acquisitions and disposals, marinas, joint ventures, shareholder disputes, company migrations and amalgamations
Advising with respect to the Overseas Investment Act 2005
Advising growth companies
Advising Pike River Coal on its transportation chain arrangements
Memberships and directorships
Member, New Zealand Venture Capital Association
Member, New Zealand Absolute Return Association
Member, French New Zealand Business Council (former Board member)
Seminars and publications
Co-author of "Legal Due Diligence on Funds for Institutional Investors" (March 2009) Conferenz, 10thAnnual Super Funds Conference
"Introduction to Limited Partnerships" (September 2008) Conferenz , Banking & Financial Services Law Conference
"The Limited Partnerships Agreement" (March 2008) Conferenz, Limited Partnerships Bill Update
"Substantial Security Holder Disclosure" (September 2007) Lexis Nexis, Securities Law & Capital Markets Update
"Accidents at the Intersection of Property and Securities Law" - NZ Property Magazine (September 2007)
"Third Party Rights and Stipulation pour Autrui in Modern Guernsey Law" - Jersey Law Review 233 (2006) Co-author with William Simpson
"The Droit de Division in Modern Guernsey Law: Application to Co-Guarantors only or to Co-Obligors Generally?" (2005) Jersey Law Review 208 (with William Simpson)
Jeremy and has written numerous "Corporate Counsel" and "Finance Update" newsletters, including on Overseas Investment Act and Financial Advisers Act issues
