Overview
Advises on corporate, securities and regulatory matters, primarily representing institutional and entrepreneurial investment managers, financial services firms and private investment funds in all aspects of their business.
Josh’s experience includes structuring investment management firms, hedge funds, private equity funds, hybrid funds and funds of funds; and structuring and negotiating seed and strategic investments.
He also regularly advises investment management firms and their principals on UK and US regulatory compliance, acquisitions and reorganisations of investment management firms, and restructuring proprietary trading desks into independent investment management firms.
Josh regularly advises fund clients in the fintech space and has established a profile in the industry as a leading cryptocurrency and digital asset funds practitioner.
He previously led the US Financial Reforms Working Group for the Alternative Investment Management Association.
Josh is recognized as a leading investment management lawyer by Best Lawyers, Chambers UK, Chambers Europe, IFLR1000, The Legal 500 UK and Who’s Who Legal: The International Who’s Who of Private Funds Lawyers, and was twice named to the Financial News 40 Under 40 Rising Stars list.
In Chambers UK, clients have described him as “pragmatic and commercial in his outlook” and “always reachable no matter what.”
At The Hedge Fund Journal Awards 2018, Josh was honored with an “Outstanding Contribution” award for his services to the hedge fund industry.
He is a frequent speaker and author on issues facing the investment management industry, including most recently on the current regulatory landscape for hedge funds, the EU Directive on Alternative Investment Fund Managers and the SEC’s Private Fund Adviser Rules.
Co-Head of Investment Funds, London; Co-Managing Partner of the firm’s London office and member of the firm’s Management Committee.
Recognitions
- Chambers UK, Investment Funds: Hedge Funds, 2011-2026
- Legal 500 UK, Hall of Fame, Hedge Funds, 2025-2026
- Chambers Europe
- IFLR1000
- Best Lawyers
- Financial News 40 Under 40 Rising Stars of Hedge Funds 2012
- Financial News 40 Under 40 Rising Stars of Legal Services 2013
- PLC Cross-border Investment Funds Handbook
- Who’s Who Legal: The International Who’s Who of Private Funds Lawyers
Community
- Previous Head of US Regulation Committee; Previous Head of US Financial Reforms Working Group, Alternative Investment Management Association (AIMA)
Credentials
Education
University of Michigan Law School, JD
Purdue University, MBA, Phi Beta Kappa
University of Missouri, BBA, with distinction
Admissions
New York
Registered Foreign Lawyer (England & Wales)
Courts/Agencies
Southern District, New York
Eastern District, New York
Prior Experience
Shearman & Sterling
