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Willa Cohen Bruckner

Partner


Willa Cohen Bruckner is a member of the Financial Services and Products Group in our New York office. She concentrates on derivatives, structured products, and alternative investments and brings to her practice over 25 years of experience as a financial services attorney. Ms. Bruckner has worked extensively in new product development and in negotiation and documentation of a wide variety of derivatives products and complex financial transactions. She also advises on the structure and establishment of hedge funds and other pooled investment vehicles and assists hedge fund and private equity fund investors with due diligence review. Ms. Bruckner works with clients on the preparation and implementation of legal and compliance policies and procedures related to investment and trading businesses. She draws on experience in a broad range of financial transactions, investments, and services, including derivatives, structured notes, securitizations, hedge funds and private equity funds, debt financings, investment management, credit support, and corporate trust.

Representative Experience

  • Ongoing advice to issuers of equity linked and hedge fund linked structured products.
  • Structured and negotiated $600 million in derivatives financing for a hedge fund.
  • Ongoing representation of a $2 billion hedge fund family on documentation for all derivatives products, repurchase transactions and prime brokerage arrangements.
  • Represented a fund of funds in structuring and negotiating a $500 million total return swap based on a dynamic portfolio of hedge funds.
  • Negotiated a $200 million trading platform for synthetic positions in distressed debt on behalf of a hedge fund.
  • Negotiated a $400 million total return swap to provide levered exposure to a hedge fund.
  • Updated templates for documentation of derivatives transactions on behalf of a variety of clients, including a hedge fund.
  • Negotiated successfully with multiple dealers on behalf of a hedge fund to avoid termination of derivatives transactions due to significant net asset value decline.
  • Ongoing advice to a $14 billion hedge fund family regarding confidentiality and insider trading issues.
  • Assisted in the development of a marketing program and marketing materials for exotic foreign exchange derivatives products.
  • Representation of an investor in a dispute regarding a highly structured principal protected hedge fund linked product.
  • Established various hedge funds, including creation of fund entities and management companies, preparation of disclosure, operative and subscription documents, preparation of all servicing agreements, and regulatory filings.
  • Advised a fund of hedge funds with several hundred million dollars under management regarding ongoing structural issues and legal due diligence on investments.
  • Established a private equity fund for acquiring companies in the media sector.


Publications
September 17, 2008
September 2008
"CFTC Reauthorization Strengthens Oversight of Exempt Energy Platforms and Foreign Currency Dealers," Derivatives: Financial Products Report, September 2008.
January/February 2008

Willa Cohen Bruckner

90 Park Avenue
New York, NY 10016-1387
Phone: 212-210-9596
Fax: 212-922-3896

Education

  • University of Pennsylvania
    (J.D., 1981)
  • Yale University
    (M.A., 1976)
  • University of Michigan
    (B.S., 1975)

Admitted to Practice

  • New Jersey
  • New York