Representing First- and Second‑Time Fund Sponsors: Legal, Structural, Fundraising, and Regulatory Considerations

Ms. Itami specializes in employee benefits and is known for providing comprehensive counsel on fiduciary compliance under ERISA and the Internal Revenue Code. With a profound understanding of state regulations impacting public employee benefits, she collaborates with many clients including insurance companies, banks, broker-dealers, registered investment advisors (RIA) and technology providers, to develop innovative retirement and health products. Also, a trusted advisor on data privacy and cybersecurity issues, Ms. Itami advises clients crucially on how to navigate complex regulatory landscapes. She extends her advocacy to impact proposed regulations and secure exemptions crucial for fiduciary investment advice and welfare benefit insurance arrangements.

Mr. Kim brings more than two decades of experience providing advice to founders and early-stage companies in securing venture capital financing to support high growth, scalable business models. He advises fund sponsors, family offices and companies in venture capital and other private equity transactions across numerous industries, including fintech, insurance, animal health, transportation and distribution, automotive, medical device, hospitality and manufacturing. Mr. Kim works with companies at all stages from pre-seed and formation through later stages and pre-IPO. He also often serves in a corporate counsel role for private companies, guiding senior leadership and boards through strategic legal and business decisions.

Ms. Trueper’s practice focuses on business transactions involving alternative entities, including limited liability companies, partnerships (limited and general) and statutory trusts. She provides guidance to clients in all aspects of the operation of alternative entities, including advising on their formation, governance, reorganization, contract interpretation, fiduciary duties and dissolution. Prior to joining the firm, Ms. Trueper practiced in the Delaware office of a Silicon Valley-based law firm where she advised a variety of clients, including founders, investors and public and private companies, on matters of Delaware law relating to fiduciary duties, M&As, corporate restructurings, equity issuances and financings and formation, winding up and liquidation of limited liability companies and partnerships.