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Morgan, Lewis & Bockius LLP

1701 MARKET STREET, PHILADELPHIA, PA 19103-2921, USA
Tel:
Work +1 215 963 5000
Fax:
Fax +1 215 963 5001
Email:
Web:
www.morganlewis.com

Timothy W. Levin

Tel:
Work +1.215.963.5037
Email:
Morgan, Lewis & Bockius LLP

Work Department

Business & Finance

Position

Tim Levin is a partner in the investment management practice at Morgan Lewis and managing partner of the firm’s Philadelphia office. With a focus on investment advisers and other financial services firms, Tim counsels clients on the design, development, and management of pooled investment vehicles and investment advisory programs. He also advises fund managers in connection with organization, registration, and ongoing regulatory compliance. Additionally, he represents managers and sponsors of unregistered pooled investment vehicles. For more information, view Tim’s bio at https://www.morganlewis.com/bios/tlevin.

Career

Tim speaks frequently at conferences and moderates panels. He also co-chairs the firm’s annual Hedge Fund Conference. He is the editor of Morgan Lewis Hedge Fund Deskbook: Legal and Practical Guide for a New Era and the Mutual Fund Regulation and Compliance Handbook.

Education

Villanova University School of Law, J.D., 1995; University of Pennsylvania, B.A., 1992


United States: Investment fund formation and management

Mutual/registered/ exchange-traded funds

Within: Leading lawyers

Timothy Levin - Morgan, Lewis & Bockius LLP

Within: Mutual/registered/ exchange-traded funds

Morgan, Lewis & Bockius LLP has a well-established reputation in the market for advising investment managers on ETF mandates across the East Coast area. In Washington DC, John McGuire acts as counsel to ETF Securities, which recent;y included advising on the sale of its US business to Aberdeen Standard Investments. Also in Washington DC, Laura Flores advised Guggenheim Partners on the sale of its ETF fund worth $1.2bn to Invesco Powershares. In another matter, Flores and Christopher Menconi (also based in the Washington DC office) advised Exchange Traded Concepts, an ETF platform provider, on the launch of the REX BKCM ETF, which invests in cryptocurrency and blockchain technology-related companies. In Boston, Toby Serkin, Roger Joseph and Lea Anne Copenhefer advised Scotland-based manager Martin Currie on the launch of the Martin Currie EM SMASh Fund, which uses a zero-fee structure. Timothy Levin in Philadelphia, Thomas Harman and Joshua Sterling in Washington DC, and Jeremy Kantrowitz in Boston are also key names. Other clients include Domini Funds, Pioneer Funds and WisdomTree.

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