Bio

Brian Forman practice focuses on fund formation and providing regulatory advice to alternative investment managers and investors. Brian has represented a broad selection of hedge fund and private equity fund managers in the formation of their investment vehicles. His clients have included investment managers utilizing strategies such as long/short equity, credit, commodities and futures, global macro, leveraged buy-out, pharmaceutical royalties, international equity, merger-arb, opportunistic and event-driven. He has assisted with fund formations in the United States, Cayman Islands, British Virgin Islands (BVI) and Europe, and has worked with investors in such funds from various jurisdictions within the United States, Europe, Asia and the Middle East. Brian also has significant experience advising clients with respect to regulatory compliance, negotiations of trading counterparty documentation and other day-to-day matters relating to operations, accounting and investor relations. In addition to sponsor side representation, Brian has represented investors in private investment funds, reviewing and providing feedback on fund documentation and assisting in negotiations of side letters. After beginning his career at the law firms of Stroock & Stroock & Lavan LLP and Akin Gump Strauss Hauer & Feld LLP, Brian joined a start-up company called HedgeMark Advisors, LLC in 2012, where he was an integral part of building a managed account platform for hedge fund investors exceeding $20 billion in assets, and the acquisition of HedgeMark by the Bank of New York Mellon in 2014. Brian joined Morrison Cohen in August 2020.