Morgan Willard focuses her practice on financial services and investment management. She advises U.S. registered investment companies, including mutual funds and business development companies, as well as investment advisers on various regulatory, compliance and business matters. Ms. Willard also assists clients with developing and launching new funds and requests for exemptive relief from the U.S. Securities and Exchange Commission. In addition, she advises clients in negotiating repurchase and cleared repurchase agreements.

Ms. Willard also advises fund sponsors on the regulatory implications of utilizing environmental, social, and governance factors in the investment process. Prior to joining Dechert, Ms. Willard was a legal intern with the Investment Company Institute.

    • Updated More than Annually: Disclosure Trends and Frequent Comments from the SEC — ICI, 2024 Investment Management Conference (March 18, 2024)