David focuses his practice on advising institutional investors in connection with the implementation of decisions related to, and the ongoing maintenance of, “alternative” portfolio investments in private equity funds, real estate funds, credit funds, venture capital funds, secondaries funds, energy and infrastructure funds, funds of funds and hedge funds, both domestically and internationally. He has vast experience with all stages of the investment process, including the initial due diligence review, the analysis, prioritization and presentation of commercial and legal comments, the negotiation and finalization of all related documentation, the facilitation of the subscription process and related compliance matters and the review and resolution of post-closing developments.
David also regularly advises buyers and sellers on their secondary market transactions, including traditional portfolio sales, structured secondaries, stapled secondary offerings and other complex secondary transactions.
In addition, he advises fund sponsors in connection with matters related to the formation, operation and governance of private investment funds.
David has represented a diverse group of asset managers and institutional investors, including, among others:
- DuPont Capital Management
- FCA U.S. LLC Master Retirement Trust
- GE Asset Management (now State Street Global Advisors)
- Intel Corporation Retirement Plans Master Trust
- The National Railroad Retirement Investment Trust
- U.S. Steel & Carnegie Pension Fund
David was a contributor to Private Equity Funds: Formation and Operation, Practising Law Institute, 2018.
He spoke on the subject of GP/LP Perspectives at the SRZ 7th Annual Private Equity Fund Conference, May 2019.
Education and qualifications
David received his B.A. from the University of Maryland, Baltimore County and holds a Juris Doctorate from the New York University School of Law, where he was also editor of Review of Law and Social Change.
David is a member of the New York and California Bars.