Publications

• SEC Staff Extends Co-Investment Relief to Open-End Funds: Implications for Retail Access to Private Markets
  7 May 2026
  Vadim Avdeychik
  ,
  Marc Ponchione
  ,
  Andrew Friedman
  ,
  Sam Scarritt-Selman
• Luxembourg Part II UCIs: A Modernized Gateway for US Managers Raising European and Global Private Wealth Capital
  4 May 2026
  Veronica Aroutiunian
  ,
  Vadim Avdeychik
  ,
  Patricia Volhard
• The Next Step: U.S. Department of Labor Proposes Safe Harbor that Would Allow Selection of Alternative Assets in 401(k) Plans
  6 April 2026
  Vadim Avdeychik
  ,
  Lorna Bowen
  ,
  Jonathan F. Lewis
  ,
  Frank Mitchell
  ,
  Sheena Paul
  ,
  Marc Ponchione
  ,
  Justin Storms
  ,
  Lawrence K. Cagney
  ,
  Douglas M. Hirn
  ,
  Christopher A. Johnson
• SEC Division of Investment Management Releases Fund of Funds Rule FAQs
  9 March 2026
  Vadim Avdeychik
  ,
  Marc Ponchione
  ,
  Andrew Friedman
  ,
  Sam Scarritt-Selman
• SEC Policy Developments: FAQs on Names Rule and Proposed Amendments to Form N-PORT
  23 February 2026
  Vadim Avdeychik
  ,
  Marc Ponchione
  ,
  Andrew Friedman
  ,
  Sam Scarritt-Selman
• Annual Filing, Notice and Reporting Requirements for Private Fund Sponsors
  12 February 2026
  Jonathan Adler
  ,
  Gavin Anderson
  ,
  Jason Auerbach
  ,
  Vadim Avdeychik
  ,
  Lorna Bowen
  ,
  Shawn D'Aguiar
  ,
  Matthew Dickman
  ,
  Christopher Dortschy
  ,
  Jane Engelhardt
  ,
  Andrew Ford
  ,
  Sally Bergmann Hardesty
  ,
  Jin-Hyuk Jang
  ,
  Satish M. Kini
  ,
  Yana M. Mereminsky
  ,
  Ali Nierenberg
  ,
  Sheena Paul
  ,
  Nicholas P. Pellicani
  ,
  Marc Ponchione
  ,
  John W. Rife III
  ,
  Rebecca F. Silberstein
  ,
  Justin Storms
  ,
  Patricia Volhard
  ,
  Shawn Xiao Yang
  ,
  Geoffrey Kittredge
  ,
  Gary E. Murphy
  ,
  Aseel M. Rabie
  ,
  Kira Kilstein
• Private Equity Report Fall 2025, Vol 25, No 3
  November 2025
  Christopher Anthony
  ,
  Vadim Avdeychik
  ,
  Megan K. Bannigan
  ,
  David H. Bernstein
  ,
  Tim Cornell
  ,
  Morgan A. Davis
  ,
  Mark P. Goodman
  ,
  Ted Hassi
  ,
  Uri Herzberg
  ,
  Eric T. Juergens
  ,
  Maura Kathleen Monaghan
  ,
  Gordon Moodie
  ,
  Sheena Paul
  ,
  Marc Ponchione
  ,
  Paul D. Rubin
  ,
  Michael Schaper
  ,
  Christopher S. Ford
  ,
  Jared I. Kagan
  ,
  Jacob W. Stahl
  ,
  Melissa Runsten
  ,
  Kate Saba
  ,
  Daniel N. Cohen
  ,
  Daniel Jaret
  ,
  Adriana Kranjac Rielly
  ,
  Kaitlyn McGill
  ,
  Amy Pereira
• The $401,000 Question: How Can Fund Sponsors Tap Defined Contribution Capital?
  November 2025
  Vadim Avdeychik
  ,
  Sheena Paul
  ,
  Marc Ponchione
  ,
  Daniel Jaret
• Reuters: Private equity outlook: Regulation of U.S. funds
  20 October 2025
  Reuters
  Vadim Avdeychik
  ,
  Sheena Paul
  ,
  Marc Ponchione
  ,
  Daniel Hyun Gu Yeo
• Springing Into a New SEC: What Investment Advisers Should Know About the New Reg Flex Agenda
  10 September 2025
  Vadim Avdeychik
  ,
  Charu A. Chandrasekhar
  ,
  Robert B. Kaplan
  ,
  Sheena Paul
  ,
  Marc Ponchione
  ,
  Julie M. Riewe
  ,
  Jeff Robins
  ,
  Kristin A. Snyder
  ,
  Lauren P. Heller
• Executive Order Clears Path for Alternative Assets in 401(k) Plans
  7 August 2025
  Vadim Avdeychik
  ,
  Lorna Bowen
  ,
  Jonathan F. Lewis
  ,
  Frank Mitchell
  ,
  Sheena Paul
  ,
  Marc Ponchione
  ,
  Justin Storms
  ,
  Lawrence K. Cagney
  ,
  Douglas M. Hirn
• 2025 Private Equity Midyear Outlook
  July 2025
  Gavin Anderson
  ,
  Christopher Anthony
  ,
  Erik J. Andrén
  ,
  Katherine Ashton
  ,
  Vadim Avdeychik
  ,
  Megan K. Bannigan
  ,
  Dominic Blaxill
  ,
  Geoffrey P. Burgess
  ,
  Ezra Borut
  ,
  Charu A. Chandrasekhar
  ,
  Jane Engelhardt
  ,
  Avi Gesser
  ,
  James Grimwood
  ,
  Peter J. Irwin
  ,
  Eric T. Juergens
  ,
  M. Natasha Labovitz
  ,
  Andrew M. Levine
  ,
  Sidney P. Levinson
  ,
  Jonathan F. Lewis
  ,
  Yana M. Mereminsky
  ,
  Frank Mitchell
  ,
  Gordon Moodie
  ,
  Edwin Northover
  ,
  Brett M. Novick
  ,
  Sheena Paul
  ,
  Benjamin R. Pedersen
  ,
  Marc Ponchione
  ,
  Ryan T. Rafferty
  ,
  William D. Regner
  ,
  Kevin M. Schmidt
  ,
  Scott B. Selinger
  ,
  Thomas Smith
  ,
  Rick Sofield
  ,
  Ramya S. Tiller
  ,
  Patricia Volhard
  ,
  Jennifer Wheater
  ,
  Alison E. Buckley-Serfass
  ,
  Brett Adam Bush
  ,
  Zhiyan Cao
  ,
  Jennifer R. Cestaro
  ,
  Robert T. Dura
  ,
  Paul Eastham
  ,
  Stuart Hammer
  ,
  Lauren P. Heller
  ,
  Douglas M. Hirn
  ,
  Jin-Hyuk Jang
  ,
  Wen-Wei Lai
  ,
  Kate Saba
  ,
  Ulysses Smith
  ,
  Jordan Corrente Beck
  ,
  Michael C. Godbe
  ,
  John Jacob
  ,
  Keith Moshe
  ,
  Amy Pereira
  ,
  Sheng Shao
  ,
  John D. Sullivan Baker
  ,
  Deniz Tanyolac
  ,
  Daniel Hyun Gu Yeo
• The (Hopefully) Final Chapter in the Intel ERISA Litigation: Implications for Private Market Assets in 401(k) Plans
  27 May 2025
  Vadim Avdeychik
  ,
  Lorna Bowen
  ,
  Jonathan F. Lewis
  ,
  Frank Mitchell
  ,
  Sheena Paul
  ,
  Marc Ponchione
  ,
  Justin Storms
  ,
  Lawrence K. Cagney
  ,
  Alison E. Buckley-Serfass
  ,
  Douglas M. Hirn
• Recent SEC Actions Signal a Positive Shift for Expanding Retail Access to Private Market Strategies
  May 2025
  Vadim Avdeychik
  ,
  Marc Ponchione