Stacy H. Louizos is a partner in the firm’s New York City office. Her national practice focuses on the representation of registered investment companies and their independent directors and investment advisers. She has advised clients on a broad range of matters relating to the operation of investment companies, including the organization and offering of open-end and closed-end investment companies, mergers of individual mutual funds and of fund complexes, and board governance, compliance and other regulatory matters under the federal securities laws.

She has served as fund counsel and/or counsel to the independent directors of fund complexes of all sizes, including a number of large and well-known fund groups. She has extensive experience in counseling independent directors/trustees on matters relating to board governance and best practices, as well as with respect to their duties under the Investment Company Act of 1940. Stacy regularly counsels and assists independent directors in their annual 15(c) contract approval process and advises on topics such as risk management oversight. She also has substantial experience relating to variable annuity insurance funds, funds of funds, manager of managers structures, master-feeder funds and money market funds. She also advises companies on their status under the Investment Company Act of 1940.

Stacy has been consistently recommended in the area of Investment Fund Formation and Management: Mutual/Registered Funds law in The Legal 500 United States, including being described as “excellent” (2015) and was “particularly singled out” (2014) for her experience advising clients on fixed-income and money market products.