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Conrad Axelrod represents sophisticated asset managers and investors across the private funds spectrum. He counsels clients on the intersection of corporate, tax, regulatory, ERISA and finance matters that define the investment management industry.

Conrad has over 15 years' experience in US and European fund formation at market-leading law firms. His asset management experience encompasses closed-end and open-end fund formation in diverse sectors including private equity, real estate, infrastructure, energy and venture capital. Conrad routinely advises on regulatory compliance and other governance aspects of co-investments, separate accounts, insurance intermediation and cross-border joint ventures. He also has significant experience negotiating and executing strategic transactions involving investment advisers, seed investments, fund recapitalizations and secondary portfolios.

Full Bio

Credentials

LL.M., Humboldt University of Berlin

B.Sc., University of Tasmania

LL.B., University of Tasmania

England and Wales

New South Wales

New York

German

Private Funds - Formation (Recommended)


Who's Who Legal (USA), 2024

Close

Recognition

Private Funds - Formation (Recommended)


Who's Who Legal (USA), 2024

Matters

Represented top-10 global life insurance company in the formation of >$1bn investment vehicles with international insurers and pension funds to acquire and develop multifamily, industrial and life science real estate in the United States

Represented private-equity backed insurance distribution business in its acquisition of numerous SEC registered investment adviser (RIA) and broker-dealer (BD) portfolio companies, including compliance architecture and integration

Represented initial purchaser in $500m first-in-class securitization of digital infrastructure asset management business, including underwriting collateral package of management fee, carried interest and sponsor equity co-investment positions

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Matters

Represented top-10 global life insurance company in the formation of >$1bn investment vehicles with international insurers and pension funds to acquire and develop multifamily, industrial and life science real estate in the United States

Represented private-equity backed insurance distribution business in its acquisition of numerous SEC registered investment adviser (RIA) and broker-dealer (BD) portfolio companies, including compliance architecture and integration

Represented initial purchaser in $500m first-in-class securitization of digital infrastructure asset management business, including underwriting collateral package of management fee, carried interest and sponsor equity co-investment positions

Raised over $6b for a series of closed-end real estate credit funds sponsored by a top-10 global hedge fund manager based in the United Kingdom

Formation of first-time funds for Cresta Investment Group (mineral royalties), Peregren Capital Group (real estate finance), HP Investors (commercial real estate), and various family offices (venture capital, real estate)

Advised EnerTech Capital on the formation of its Global Strategic Mobility Fund and partnership with the California Mobility Center (CMC)

Advisory mandates for Vida Capital in $400 million collateralized reinsurance transactions

Investment management advice to T&D Life Group in its (i) $1.8 billion acquisition, with The Carlyle Group, of Fortitude Re from AIG and (ii) $2.1 billion co-investment transaction with GIC and The Carlyle Group

Represented institutional investors and asset managers including pension funds, endowments and life insurance companies from JapanGermanTurkeyBrazil, the United Kingdom and the United States in connection with individual LP commitments and co-investments of up to ~$500m, including sustainable energy and carbon-neutral investment strategies

Advised Cortland Partners, LLC on the formation of an investment vehicle for the $1.2 billion acquisition and subsequent refinancing of Pure Multi-Family REIT LP, a Canadian listed company

Represented various sponsorsmanagement teams and key executives in connection with the implementation and restructuring of sponsor-level equity and carried interest plans with up to ~300 members

Matters

Represented top-10 global life insurance company in the formation of >$1bn investment vehicles with international insurers and pension funds to acquire and develop multifamily, industrial and life science real estate in the United States

Represented private-equity backed insurance distribution business in its acquisition of numerous SEC registered investment adviser (RIA) and broker-dealer (BD) portfolio companies, including compliance architecture and integration

Represented initial purchaser in $500m first-in-class securitization of digital infrastructure asset management business, including underwriting collateral package of management fee, carried interest and sponsor equity co-investment positions

See more

Close

Matters

Represented top-10 global life insurance company in the formation of >$1bn investment vehicles with international insurers and pension funds to acquire and develop multifamily, industrial and life science real estate in the United States

Represented private-equity backed insurance distribution business in its acquisition of numerous SEC registered investment adviser (RIA) and broker-dealer (BD) portfolio companies, including compliance architecture and integration

Represented initial purchaser in $500m first-in-class securitization of digital infrastructure asset management business, including underwriting collateral package of management fee, carried interest and sponsor equity co-investment positions

Raised over $6b for a series of closed-end real estate credit funds sponsored by a top-10 global hedge fund manager based in the United Kingdom

Formation of first-time funds for Cresta Investment Group (mineral royalties), Peregren Capital Group (real estate finance), HP Investors (commercial real estate), and various family offices (venture capital, real estate)

Advised EnerTech Capital on the formation of its Global Strategic Mobility Fund and partnership with the California Mobility Center (CMC)

Advisory mandates for Vida Capital in $400 million collateralized reinsurance transactions

Investment management advice to T&D Life Group in its (i) $1.8 billion acquisition, with The Carlyle Group, of Fortitude Re from AIG and (ii) $2.1 billion co-investment transaction with GIC and The Carlyle Group

Represented institutional investors and asset managers including pension funds, endowments and life insurance companies from JapanGermanTurkeyBrazil, the United Kingdom and the United States in connection with individual LP commitments and co-investments of up to ~$500m, including sustainable energy and carbon-neutral investment strategies

Advised Cortland Partners, LLC on the formation of an investment vehicle for the $1.2 billion acquisition and subsequent refinancing of Pure Multi-Family REIT LP, a Canadian listed company

Represented various sponsorsmanagement teams and key executives in connection with the implementation and restructuring of sponsor-level equity and carried interest plans with up to ~300 members

Credentials

LL.M., Humboldt University of Berlin

B.Sc., University of Tasmania

LL.B., University of Tasmania

England and Wales

New South Wales

New York

German

Private Funds - Formation (Recommended)


Who's Who Legal (USA), 2024

Close

Recognition

Private Funds - Formation (Recommended)


Who's Who Legal (USA), 2024