Overview

Curtis Stefanak is a New York fund formation and investment management attorney who focuses his practice on a variety of corporate and securities matters. Mr. Stefanak has extensive knowledge of private investment funds, private and public investment managers and advisers, and related U.S. government regulations. He regularly advises domestic and non-U.S. investment advisers on complex issues relating to fund formation and the acquisition of U.S. funds. In addition, Mr. Stefanak handles extraterritorial applications of the Investment Advisers Act of 1940 and Investment Company Act of 1940.

Throughout his practice, Mr. Stefanak has represented a wide variety of sponsors and investors in the formation, marketing and disposition of collective investment vehicles, including numerous transnational master-feeder and other complex fund structures. His experience includes advising on the formation of venture capital, private equity, hedge and other funds, including hybrid funds investing in securitized debt, biotechnology and agribusiness. Mr. Stefanak has extensive experience in the formation and advising of real estate funds (including REITs), the characterization of investment funds under the Volcker Rule and the operation of U.S.-based advisory businesses overseas.

Mr. Stefanak is a frequent lecturer on the effect of the Dodd-Frank Wall Street Reform and Consumer Protection Act on investment funds and advisers.

Credentials

Education
  • Columbia University Law School, J.D.
  • Cambridge University, M.Phil, International Relations
  • Columbia College, B.A., magna cum laude
Bar Admissions/Licenses
  • New York
Memberships
  • Columbia-VLA Journal of Law & the Arts, Associate Editor, 1997-1998; Submissions Editor, 1998-1999
Honors & Awards
  • Kellett Fellowship, Clare College, University of Cambridge, 1993-1995
  • Phi Beta Kappa

Speaking Engagements