Founded in 1979, PREA is a nonprofit trade association for the global institutional real estate investment industry. Membership in the organization’s affinity groups is by invitation only and consists of approximately 15 to 20 PREA members with in-depth knowledge of specific topic areas. The Defined Contribution Plans Affinity Group is dedicated to the development of best practices in the defined contribution community, with the objective of enhancing investment processes and outcomes for the sponsors of and participants in defined contribution plans.

Phil focuses his practice on representing institutional investors in connection with their alternative asset investments. His work with institutional investors includes reviewing and negotiating investment documentation, such as limited partnership agreements, subscription agreements, management agreements, side letters, and private placement memoranda. Phil is experienced in investors’ internal compliance matters, co-investments, advisory board matters, fund dissolution, and secondary transactions. His experience in alternative asset investments includes domestic and foreign real estate funds (core, value add and development), private equity funds (debt/loan, buy-out, infrastructure, energy and strategic), venture capital funds, hedge funds, fund of funds, and separately managed accounts. Phil is also experienced in dealing with the Investment Company Act and Investment Advisers Act matters, and other statutory, regulatory and policy matters applicable to public and private institutional investors.

Phil is a member of Jackson Walker’s investor-focused investment funds team, which represents institutional investors with combined assets under management of over $2 trillion in a wide range of investments, both public and private, ranging from direct investments to exotic, strategic structures, co-investments and secondaries.