• Colgate University, B.A., 1986
    • Boston University School of Law, J.D., 1992, cum laude, editorial board of the Boston University Law Review
    • Admitted in Maryland and the District of Columbia
    • Registered Foreign Lawyer, England and Wales
    • United States Court of Appeals for the District of Columbia Circuit
    • U.S. Regulatory Priorities Seminar Series: Updates to Form ADV - London (March, 2019)
    • Updating Your Compliance Calendar for 2019: U.S. Regulatory Priorities for 2019 - London (January, 2019)
    • Investment Funds Conference: Disruption and Change in the Investment Funds Industry - Luxembourg (November, 2018)
    • Navigating Global Developments in the Investment Funds Industry - Opportunities for Ireland - Dublin (June, 2018)
    • Developments in UCITS: MiFID II, Brexit and Global Fund Distribution - Boston (May, 2018)
    • Developments in UCITS: MiFID II, Brexit and Global Fund Distribution - New York (May, 2018)
    • US Update: Cryptocurrencies and Blockchain Issues - London (April, 2018)
    • U.S. Regulatory Priorities for 2018 - London (March, 2018)
    • Amendments to Form ADV: What SEC-Registered Advisers Need to Know Now - London (January, 2018)
    • CFTC and NFA Ongoing Compliance in a Changing Regulatory Environment Seminar - London (September, 2017)
    • Navigating U.S. Broker-Dealer Registration Requirements and Exemptions: Options for Private Funds - London (June, 2017)
    • Navigating Global Regulatory Change in the Investment Funds Industry – Opportunities for Ireland - Dublin (June, 2017)
    • U.S. Regulatory Priorities for 2017 - London (March, 2017)
    • 6th Annual Funds Congress - London (February, 2017)
    • Accessing the US Market Using 1940 Act Funds - London (November, 2016)
    • Current and Future Developments: UCITS, AIFs, Brexit and Global Fund Distribution - New York (October, 2016)
    • Update on Recent US Regulatory Developments and SEC Enforcement Priorities - London (October, 2016)
    • ERISA Investors - The Nuts and Bolts for Funds - London (June, 2016)
    • Advanced Topics in CFTC and NFA Ongoing Compliance - London (May, 2016)
    • How to raise capital in the U.S. - London (April, 2016)
    • Advertising for Investment Advisers - London (April, 2016)
    • Offering Your Fund in the United States: Tips and Traps - London (March, 2016)
    • 5th Annual Funds Congress - London (February, 2016)
    • U.S. Regulatory Priorities for 2016 - London (January, 2016)