Biography

Brendan is a partner in the Investment Management  Group at Morgan Lewis in New York where he utilizes his in-house asset management and corporate legal experience to counsel clients on issues relating to the establishment and ongoing operation of global hedge funds, private equity funds, commodity pools, UCITS funds, hybrid customized vehicles, registered funds and separately managed accounts, along with providing regulatory, compliance, and trading advice to managers investing in various asset classes in the United States and abroad.  Prior to joining Morgan Lewis, Brendan was the General Counsel at AQR Capital Management, LLC, a quantitative registered investment adviser based in Greenwich, CT managing approximately $225 billion across a series of investment products, where he was responsible for managing the full spectrum of the firm's legal affairs.  Prior to joining AQR in 2004, Brendan worked at the New York law firm of Willkie Farr & Gallagher LLP as an Associate in their Investment Management Group where he regularly represented registered investment companies, investment advisers and broker-dealers.  Brendan has extensive experience in issues relating to the establishment and ongoing operation of hedge funds and funds of funds (U.S. and offshore) as well as private equity funds investing in the U.S. and abroad, including emerging markets.  He also worked for the law firm of Seward & Kissel LLP as an Associate in the firm’s Financial Services & Investment Management Department.  At Seward, Brendan dealt in related matters with respect to investment advisers, including commodity pool operation, management company structuring, fund marketing and advertising, employment agreements, joint ventures and seed capital arrangements.  Brendan received his JD from Cornell Law School in 2000 and graduated magna cum laude with a B.A. in International Relations & Economics from the University of Pennsylvania in 1997.  Brendan has spoken at a number of industry conferences on regulatory matters affecting the financial services industry and has served as a member of the Managed Funds Association’s Investment Adviser and Government Affairs Committees, and as Chairman of the MFA’s CTA, CPO and Futures Committee.  Brendan also serves on the Board of Advisors of the Institute for Law and Economics, a joint research center between the Law School, the Wharton School and the Department of Economics at the University of Pennsylvania.  He can be reached via email at brendan.kalb@morganlewis.com.

Associated Items

1 item
Date
Program or Publication
Format