Julien Bourgeois

julien-bourgeois

Julien Bourgeois

Partner

Washington, D.C. | 1900 K Street, NW, Washington, DC, United States of America 20006-1110
+1 202 261 3451 | +1 202 261 3333


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Based in Washington, D.C., Julien Bourgeois joined Dechert in 1999. Julien focuses on the asset management industry, advising U.S. registered investment companies and their directors, as well as their investment advisers and other service providers, on regulatory, compliance, governance and enforcement matters. He has experience with all aspects of investment company representations, including: board matters; exemptive applications; initial and ongoing registrations; complex fund reorganization transactions; affiliation considerations; and structuring funds of funds, manager of managers funds and registered funds using alternative investment strategies and fee arrangements.

As a general matter, Julien enjoys working on complex projects involving multidisciplinary advice. A native of France, he is also uniquely positioned to represent global (notably French and European) asset management groups on U.S. matters that apply to them – under U.S. federal and state securities laws or otherwise. He assists them with forming and integrating their U.S. business, using U.S. subsidiaries or their domestic locations, in order to manage U.S. assets or offer investment products in the United States. He has extensive experience in dual-hatting and participating affiliate arrangements, and in working on global compliance approaches.

Julien heads Dechert's ESG task force and frequently speaks and advises clients on this developing area. Julien is a frequent speaker at conferences in the United States and abroad and the author of numerous publications for the asset management industry.

Julien serves as a member of the firm’s Washington, D.C. Pro Bono Committee.

Education
  • University of Paris Nanterre - Paris X, Bi-Deug, 1996
  • University of Paris Nanterre - Paris X, License, 1997
  • University of Paris Nanterre - Paris X, Maîtrise, Business Law, 1998, cum laude
  • University of Richmond School of Law, J.D., 2000
Admissions
  • District of Columbia
  • Maryland
Languages
  • English
  • French
Memberships
  • American Bar Association
Speaking Engagements
  • Doing Business Abroad:  Legal and Compliance Challenges — PLI's Global Asset Management 2020, Webcast (September 30, 2020)
  • ESG Regulation and Compliance — MFA Legal & Compliance 2020, Webcast (July 22, 2020)
  • Accessing the US Fund Market: Issues and Considerations for Asian Asset Managers — The Investment Company Institute, Webinar (June 3, 2020)
  • ESG Considerations for U.S. Asset Managers — Dechert LLP, Webinar (May 19, 2020)
  • Disclosures and Communications with U.S. Fund Investors in the Current Environment — Dechert LLP, COVID-19 Coronavirus Business Impact Webinar (April 7, 2020)
  • Challenges for Fund Boards in Light of COVID-19 — The Mutual Fund Directors Forum, Webinar (March 27, 2020)
  • Managing Compliance with the U.S. Registered Funds Liquidity Rule in the Current Environment — Dechert LLP, Webinar (March 20, 2020)
  • ESG Investing: Sustaining Compliance in an Evolving Regulatory Environment — IAA’s Investment Adviser Compliance Conference, Washington D.C. (March 6, 2020)
  • Absolute Priority: Dechert ESG Taskforce Tackles Growing Initiatives and Obstacles — Debtwire Radio, US and Europe (March 4, 2020)
  • Podcast: Dechert taskforce on ESG’s growing significance and the obstacles facing asset managers – Absolute Priority, Ep 4 (March 4, 2020)
  • What Is ESG Investing and Is It Here to Stay? — ICI 2019 Securities Law Development Conference, Washington D.C. (December 3, 2019)
  • What you need to know now:  Hot topics and trends in U.S. regulation of funds and asset managers  — EFAMA Investment Management Forum 2019, Brussels, Belgium (November 21-22, 2019)
  • Private Credit, BDCs & Everything in Between: Co-Investment Exemptive Relief — Dechert LLP, Webinar (May 15, 2019)
  • Petit-déjeuner: Investisseurs Allemands et Sociétés de Gestion Françaises —  Dechert LLP, Paris, France (February 5, 2019)
  • 10 Years After the Financial Crisis: Trends in U.S. Regulation of Funds and Asset Managers — EFAMA Investment Management Forum 2018, Brussels, Belgium (November 8, 2018)
  • What's Next: New SEC Rule on Investment Company Liquidity Risk Management Programs — Presented by the D.C. Bar Association, Washington, D.C. (March 30, 2017)
  • Liquidity Management and Swing Pricing: New Responsibilities for Boards — Presented by the Mutual Fund Directors Forum, Webinar (November 21, 2016)
  • Accessing the US Market Using 1940 Act Funds — Dechert LLP, London, UK (November 8, 2016)
  • Liquidity: Renewed Regulatory Focus — Presented by the Investment Funds Committee, International Bar Association, Washington, D.C. (September 19, 2016)
  • Financial Services Workshop — Dechert LLP, Paris, France (June 14, 2016)
  • Mutual Funds Session — Presented by KPMG, Boston (June 7, 2016)
  • Comment commercialiser vos fonds d'investissement aux Etats-Unis? — Paris (March 29, 2016)
  • Systemic risk regulation of asset managers: The U.S. experience. Lessons for Europe? — EFAMA Investment Management Forum, Brussels, Belgium (November 19, 2015)
  • The SEC's Liquidity Risk Management and Swing Pricing Proposals — Dechert LLP, Webinar (November 5, 2015)
  • Seminar on Market Access for Regulated Fund Managers in the U.S. — Dechert LLP, Teleconference (September 17, 2015)
  • European Funds Breakfast Seminar — Dechert LLP, Paris, France (June 3, 2015)
  • Regulation of Swaps under Dodd-Frank: Implications for French Asset Managers — Presentation to The Association Française de la Gestion Financière, Paris (June 3, 2015)
  • U.S. Regulatory Developments: Lessons Learned and Implications for European Fund and Asset Managers — EFAMA Investment Management Forum, Brussels (November 6, 2014)
  • Treasury International Capital (TIC) Form Reporting — Investment Adviser Association International Committee, Washington, D.C. (October 2, 2014)
  • Living with the Volcker Rule: Volcker Rule Impacts on European Asset Managers — Dechert LLP, Webinar (February 26, 2014)
  •  Dodd-Frank and U.S. Regulatory Reform initiatives Affecting European Asset Managers — Investment Management Forum EFAMA, Brussels (November 5, 2013)
  • UCITS Directive/AIFM Directive: Global Distribution - Practical Considerations — QuantValley/QMI Annual Research Conference, New York, NY (June 25, 2013)
  • Update on Dodd-Frank and U.S. Regulatory Reform Initiatives Affecting European Asset Managers — EFAMA Investment Management Forum, Brussels (September 26, 2012)
  • Status of the Implementation of the Volcker Rule — Joint Meeting of the Investment Company Institute's International Committee and EFAMA, Washington, D.C. (May 8, 2012)
  • Volcker Rule — Dechert LLP, Webinar (January 31, 2012)
  • Analysis of the Current Evolution of International Rules and the Impacts on Canadian and Provincial Regulation — Canadian Institute's Conference on Statutory Accordance for Financial Services, Montreal (December 1, 2011)
  • US Investment Advisors Registration, Dodd-Frank and Volcker Rule — BVI Bundesverband Investment und Asset Management e.V. Program, Frankfurt (October 6, 2011)
  • New SEC Investment Adviser Registration Rules — The Investment Company Institute International Committee Meeting, Washington, DC (September 13, 2011)
  • Impact on European Fund Management of Recently Enacted US Financial Reform — EFAMA Investment Management Forum 2010, The Investment Management Industry: Beginning of a New Decade?, Brussels, BE (September 14, 2010)
  • New Reporting Requirements on Cross-Border Holdings: Application of TIC SLT to Funds and Investment Advisers — Dechert LLP, Webinar (August 11, 2011)
  • Investment Adviser Registration: The SEC Makes New Rules — Dechert LLP, Webinar (July 28, 2011)
  • Mutual Fund Directors Forum — Webinar (May 10, 2011)
  • SEC Registration and Compliance Obligations for Private Fund Investment Advisers Facing New Regulatory Requirements — Dechert LLP & Investment Adviser Association (IAA), Webinar (September 30, 2010)