A&L Goodbody LLP has built a strong reputation in ESG, ETF, and private fund formation, with a growing international client base. The team is led by Stephen Carson, who advises global asset managers and investment banks on the establishment and authorisation of a wide range of investment funds, including UCITS and AIFs. Michael Barr provides guidance on mutual funds law and regulation, as well as on the establishment, authorisation, and listing of Irish funds. Kerill O’Shaughnessy maintains a broad practice covering both UCITS and alternative investment structures, while Chris Bergin advises on the creation and operation of regulated and unregulated Irish funds, including ETFs, money market, and private equity funds.
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Profile

Profile

Work Department
Asset Management & Investment Funds Group
Position

Partner and Head of the Asset Management & Investment Funds

Career

Stephen Carson is Head of the Asset Management & Investment Funds group. He was Head of the London office from 2018 to 2022. Stephen advises international asset management firms and investment banks in relation to the establishment and authorisation of all types of investment funds including UCITS, AIFs, exchange traded funds (ETFs), money market funds, hedge funds, private equity funds and property funds as well as authorisation of UCITS management companies and alternative investment fund managers (AIFMs). He also acts for the promoters of, and service providers to, Irish domiciled investment funds including investment managers, fund administrators and depositaries in relation to depositary, administration, prime brokerage and other service agreements.

Memberships
Stephen regularly speaks at international conferences and other industry events. He is currently a member of the Irish Funds ETF Working Group. Stephen was the chairperson of the Irish Funds association's Working Group on ELTIFs and Loan Funds from 2015 to 2016. He was a member of the Marketing Committee of the Irish Funds association from 2012 to 2014. Stephen was a member of the Events Committee of the Irish Funds association from 2017 to 2020.

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Testimonials

Collated independently by Legal 500 research team.

  • ‘The team are very dedicated, and resources can always be found if needed. They are always on top of the last regulatory update and can provide the client with very valuable advice.’

    ‘The knowledge base of the team was excellent in guiding us through the project.’

    ‘Kerill O'Shaughnessy's knowledge and willingness to engage with us are excellent.'

    ‘The Asset Management & Investment Funds team are stellar at A&L.'

    'Lorena Dunne's knowledge of all things ESG and SFDR is second to none.’

    ‘Lorena Dunne is worth her weight in gold in terms of her knowledge and assessment of regulation for ESG and SFDR.’

    ‘Deep industry knowledge, combined with commercial acumen for solution-focused legal and regulatory advice.’

    ‘Michael Barr has deep industry knowledge, combined with commercial acumen for solution-focused legal and regulatory advice.’

Key clients

  • Allfunds Investment Solutions Alter Domus Amundi Apex Group Limited Avenue Capital Aviva Investors AXOVISION BennBridge Limited BIT Capital Catalyst Capital Advisors Candoris Cleaves Securities AS Commerzbank Coutts Manulife CQS (UK) LLP DWS Investments Exponent Private Equity Evelyn Partners Foresight Group Fortem Capital Greystar Ireland HANetf Limited Horizon Kinetics Asset Management LLC HSBC Global Asset Management Intermediate Capital Group plc Intrum Group Investlinx Investment Management IPUT IQEQ Fund Management (formerly Davy Global Fund Management) IXI Investments Kepler Partners LLP Key Capital Investment Management Lazard Lloyd’s of London Manulife CQS (UK) LLP M&G Mondrian Investment Partners Moneda Asset Management Montanaro Asset Management Mori Capital Ocorian Group Optimus Capital Osmosis Investment Management Pareto Asset Management Pinnacle Investment Management Premier Miton Real I.S. AG Gesellschaft für Immobilien Assetmanagement River and Mercantile Group SDCL Green Energy Solutions (Europe) DAC Stenham Asset Management Swiss Re Insurance-Linked Investment Advisors Corporation Turtle Creek Asset Management Wellington W&W Asset Management WisdomTree Zurich Invest

Work highlights

Advising Zurich Kantonal Bank on the establishment of its Irish Swiss Canto ETF range including three equity Article 9 index tracking ETFs.