Jacquelyn Rebekka Bonner is an asset management professional based in Manhattan, New York.  Her career has focused on advising founders and CEOs of private funds (hedge, p/e and v/c funds and traditional asset managers) in a range of C-suite roles: COO, GC, CCO, CFO, and other positions.  As a “Biden Alum” who served on Vice President Joe Biden’s staff early in her career, she currently supports and advises the Biden 2020 campaign on a pro bono “special projects” basis.  She’ll be looking for her next role in asset management after November 2020.

As Managing Director/General Counsel and Dty COO of a $27B Manhattan-based asset management firm (long-short & long-only equity), she assisted with the firm’s overall management, including succession planning.  She also served as GC/CCO and participated in the launch and operational management for a quantitative multi-strategy hedge fund and global pension advisory business founded by a former Goldman partner.  She recently consulted as COO for a former Goldman Sachs partner launching a venture capital firm and as part-time Senior Advisor for a private equity firm.

Bonner’s past Wall Street experience includes several years as Assistant General Counsel at Goldman Sachs  Asset Management, advising the firm’s quantitative and fixed income private funds, funds-of-funds, and private equity businesses–including Global Alpha, the then-largest hedge fund in the world.  She also supported the board of Goldman Sachs Gives, a fund established in 2007 and structured as a vehicle to consolidate Goldman Sachs partners’ charitable giving.

Prior to Wall Street, her legal practice at Skadden, Arps focused on counseling investment companies and asset managers in New York and London on regulatory matters, mergers and acquisitions and related transactions, activist strategies and firm launches & successions.

For the US. government, Bonner served as Deputy Director (COO, CFO and GC) of a Pentagon task force charged with designing, facilitating and executing public-private investment projects, private equity deals and other transactions, focused on stabilizing the economies of Iraq and Afghanistan. As a pro bono Yale Law Fellow, she focused on capital markets and global financial regulatory research.

Before attending Yale Law and Harvard Business Schools, Ms. Bonner served on the staff of several senators and intern to a senior official in the Clinton White House.  A former award-winning columnist, she covered business, politics and media and was honored for her work by the Society of Professional Journalists.  She earned her undergraduate degrees in international relations and French literature, with minors in economics and political science.

 

Born and raised in Brazil and Germany, Ms. Bonner is an American citizen conversant in German, French and Portuguese.  She enjoys board service, wildlife photography, and currently wrapping up a project focused on helping busy executives interested in developing a personal mindfulness meditation practice.

 

Yehuda M. Braunstein practices in the firm’s Financial Services, Family Office and Corporate Groups.  Mr. Braunstein’s practice focuses on investment funds, securities, family offices, joint ventures, regulatory compliance and investment advisers.   He regularly structures and organizes hedge funds, private equity funds (including real estate, distressed and lending funds), funds of funds, separately managed accounts and hybrid funds.  Additionally, he advises private fund managers on structure, compensation, employment and investor issues, and other matters relating to management companies.  Mr. Braunstein also counsels family office clients in connection with all aspects of their operations, including formation and structuring, governance and compensation matters, transactional and day to day advisory work, as well as compliance issues.  He also structures and negotiates seed investments, joint ventures and operating agreements.  Mr. Braunstein’s practice also involves providing ongoing advice to investment advisers on securities law issues, including SEC filings, counseling clients in SEC regulatory and compliance matters, as well as conducting mock audits.

Prior to joining Sadis & Goldberg, Mr. Braunstein was Special Counsel in the Investment Management Group at Schulte Roth & Zabel where he represented numerous private investment managers and various types of investment funds and an Associate at Debevoise & Plimpton where he primarily represented private equity funds and their investment advisers.

Education

• Fordham University School of Law (J.D. 1999, magna cum laude; Senior Articles Editor, Fordham Law Review)

• Touro College (B.S. in Accounting, 1994, summa cum laude)

Admitted

• New York

Publications

• “Will Jewish Prisoners be Boerne Again? Legislative Responses to Boerne v. Flores,” 66 Fordham L. Rev. 2333 (1998)

Practice Areas

Corporate, Financial Services, Family Office

 

Henry Bregstein is the global co-chair of Katten Muchin Rosenman LLP’s Financial Services practice and a member of the firm’s Board of Directors. Henry is frequently mentioned in the media and lauded by clients and colleagues alike for his work representing fund clients. He has been recognized by a number of hedge fund and investment industry rankings and publications, including Chambers Global and Chambers USA, where clients commented that he is “commercially driven and technically strong,” has “a wealth of experience in hedge fund matters,” and is “one of the smartest lawyers in the business.” Henry also was recognized by The Legal 500 as a Leading Individual for Investment Funds. Additionally, he was named the “Distinguished Business Law Practitioner in Residence” at Widener University Commonwealth Law School and serves on the advisory board of Mercury iFunds™.

Largely considered an innovator in his field, Henry holds two patents and has one patent application pending. He was granted a patent for a multi-level leverage account structure, allowing multiple classes of investors with differing leverage objectives to establish an investment structure that takes advantage of both the master-feeder structure and the reverse master feeder structure. Henry’s pending patent application involves a taxdeferred fund (TDF) in which variable annuities and life insurance policies can be sold as hedge funds (or private equity funds) with income tax deferment or elimination. Private Placement Insurance and Variable Annuities Related to his private placement insurance and annuities practice, Henry advises US and non-US hedge and private equity funds and their advisers and principals, life insurance companies, banks, broker-dealers, insurance-dedicated fund platforms, high net worth individuals, other law firms, registered investment advisers (RIAs), wealth advisory firms and family offices on regulatory, securities, insurance, tax, finance, licensing, corporate and other legal matters. Henry provides guidance on fund formation and regulatory compliance and advice related to domestic and offshore insurance-dedicated hedge funds and funds of funds (IDFs), IDF platforms and TDF platforms—including those related to bank-owned (BOLI), corporate-owned (COLI) and insurance company-owned (iCOLI) life insurance products. In this capacity, he counsels clients on the structure and documentation of IDFs (including on diversification under section 817(h) of the US internal Revenue Code, the “investor control doctrine” issues and other tax matters), privately placed variable life insurance (PPLI) and annuities (PPVA), insurance-dedicated swaps (IDSs) and on other

Henry Bregstein continued
Who’s Who Legal, Private Funds – Regulatory, 2016
Education JD, Benjamin N. Cardozo School of Law, magna cum laude BA, University of Pennsylvania
Bar Admissions New York

insurance-related products, as well as on regulatory matters such as compliance with state and Financial Industry Regulatory Authority (FINRA) rules concerning the offer and sale of PPLI/PPVA.
Memberships