United States: Investment Strategy

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Welcome to the Mondaq Strategy homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Economic Analysis, Government Policy, Public Finance, Investment Strategy, Management and Industry Updates and Analysis.

The OBBBA Breathes New Life Into Opportunity Zones

On July 4, 2025, President Trump signed into law H.R. 1, commonly referred to as the One Big Beautiful Bill Act (the "OBBBA"), which, among other things, reinvigorated the federal Opportunity Zone ("OZ") program.

United States Tax

SR

Shulman Rogers

SEC Division Of Examinations 2026 Priorities

The Securities and Exchange Commission (SEC)'s Division of Examinations (Division) announced its 2026 examination priorities (Exam Priorities) on Nov. 17, 2025.

United States Commercial

GT

Greenberg Traurig, LLP

Ropes & Gray's Investment Management Update September – October 2025

On September 30, 2025, the SEC Division of Investment Management (the "Division") issued a no-action letter permitting certain state trust companies (a "State Trust Company")...

United States Strategy

RG

Ropes & Gray LLP

Drowning In Data, Starving For Insight

Leaders don't want more dashboards; they want proof that marketing spend drives revenue and profit.

United States Strategy

AM

Alvarez & Marsal

The SEC's Regulatory Agenda And Implications For Alternative Retail Products

United States Commercial

RG

Ropes & Gray LLP

The Growth Of Hedge Fund Managed Accounts

United States Finance

D

Dechert

SEC Again Extends Compliance Deadline For Form PF Amendments To October 1, 2026

United States Strategy

AG

Akin Gump Strauss Hauer & Feld LLP

Kelly Koscuiszka On AI In Finance: Balancing Innovation And Oversight

United States Technology

SR

McDermott Will & Schulte

What To Expect When You're Expecting New Investors — Practical Steps Fund Managers Can Take To Prepare For Investments From Registered Funds And Defined Contribution Retirement Plans

United States Finance

PR

Proskauer Rose LLP

Committed Capital Sidecar \ New Order 'Targets' 401(k) Plan 'Alternatives' (Podcast)

United States Employment

D

Dechert

Executive Order Seeks To Expand Access To Crypto And Private Investments In Defined-Contribution Plans

United States Technology

BS

Ballard Spahr LLP

From Engineer To Entrepreneur To Angel Investor: Mario Casabona (Podcast)

United States Strategy

C

Crowley Law LLC

How Wealth Advisors Support Your Financial Picture After The Sale Of Your Business

United States Wealth Mgt

KR

Kaufman Rossin

Schulte Partner Boris Ziser Featured On Nasdaq TradeTalks, "The Increased Demand For Alternative Investment Strategies Including Litigation Finance"

United States Finance

SR

McDermott Will & Schulte

Food Venture Financing News – Weekly Issue No. 262

United States Healthcare

DW

Davis Wright Tremaine

FBI's Most Recent Gambling Arrests Suggest Sports-Betting Regulations Are Effective

United States Media & IT

DM

Duane Morris LLP

How The JAMS AI Rules Can Streamline Discovery For AI-Related Disputes

United States Litigation

J

JAMS

The Empty Chair At Johannesburg: What It Says About US Power

United States International

SJ

Steptoe LLP

Importing Steel Into Mexico A Pillar Of Compliance For Suppliers Trading With Mexico

United States International

BG

Braumiller Law Group, PLLC

USA - NATIONWIDE: An Introduction To Hedge Funds

Portable alpha strategies allow investors to simultaneously capture both alpha and beta returns within a single investment vehicle. Alpha represents excess returns generated through active management...

United States Finance

SR

McDermott Will & Schulte

6 Strategic Steps For Financing Equipment

In the fast-paced world of business, acquiring new equipment is often essential for growth and maintaining a competitive edge. However, financing this new equipment can bring new risks to your business.

United States Strategy

SF

Stephenson Fournier

Preparing For UCITS VI

There has been much discussion of the changes being made to AIFMD¹ following the publication of the amending directive, so called AIFMD 2.0².

United States Finance

D

Dechert

Healthcare Investments Flash Alert (Part I): Latest Developments For Investors On U.S. Corporate Practice Of Medicine

Private equity firms and REITs with national investment strategies may need to consider that acquisitions that are acceptable in one jurisdiction could face significant hurdles in others...

United States Commercial

D

Dechert

Key Takeaways From The FCA's Multi-Firm Review Of Smaller Asset Managers And Alternatives Firms

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

Investing In Manufacturing - Top Investment Destinations In Asia

Worldwide Strategy

Nexdigm USA

It Is Compensation Data Gathering Season – Be A Part Of It.

United States Employment

SR

McDermott Will & Schulte

Further Easing The US-UK Divide: Extending The Buy-Side Investment Research Rules To Fund Managers

Worldwide Finance

GP

Goodwin Procter LLP

Facing The Real Estate Landscape In 2025: Navigating Tariffs, Costs And Tax Changes

United States Real Estate

KR

Kaufman Rossin

NYC Pension Funds Signal Growing Commitment To Renewable-Focused Investment Strategy

United States Strategy

BB

Baker Botts LLP

Great Fund Insights: Co-Investing 101: Shared Risk, Shared Reward

United States Finance

AO

A&O Shearman

Recognition Agreements In Preferred Equity

United States Finance

KM

Katten Muchin Rosenman LLP

SEC's Marketing Rule Updates May Provide Relief For Investment Managers

United States Finance

GT

Greenberg Traurig, LLP

Investing In "America First" With Nova J. Daly | Coercive Capital (Podcast)

United States Strategy

WR

Wiley Rein

Great Fund Insights: Co-Investing 101: Shared Risk, Shared Reward

A challenging fundraising environment, the rise in M&A activity and the capital requirements necessary to bridge funding gaps are key developments...

United States Finance

AO

A&O Shearman

Recognition Agreements In Preferred Equity

When making a preferred equity investment behind senior mortgage debt, both the senior lender and the preferred investor will have a number of concerns. Under what circumstances may the preferred investor...

United States Finance

KM

Katten Muchin Rosenman LLP

SEC's Marketing Rule Updates May Provide Relief For Investment Managers

The SEC adopted the Marketing Rule in 2021 and in January 2023 adopted an FAQ requiring that gross performance of a private fund or subset of its investments be accompanied by the corresponding net-of-fees performance.

United States Finance

GT

Greenberg Traurig, LLP

Investing In "America First" With Nova J. Daly | Coercive Capital (Podcast)

Among the dizzying number of executive orders, tariff negotiations, and Doge activity since the inauguration, the America First Investment Policy requires a specific focus to better understand the potential impact on foreign investment in the United States, from both allies and hostile nations.

United States Strategy

WR

Wiley Rein

Treasury's New Outbound Investment Security Program Rule Targeting Investments In China's Tech Industry And Recent Guidance

Worldwide Technology

SR

McDermott Will & Schulte

Unlocking Opportunities With Private Credit Funds

You may have noticed that private credit funds have exploded recently, with billions of dollars raised for private credit from U.S. investors in 2023 alone, following a decade of strong growth.

United States Finance

MG

MGO CPA LLP

Federal Circuit Clarifies That "Quantitatively Small" Investments Can Establish Significant And Substantial Investment In Domestic Industry

On Friday, Feb. 7, 2025, the Federal Circuit issued a precedential opinion in Wuhan Healthgen Biotech. Corp. v. U.S. Int'l Trade Comm'n, No. 23-1389, 2025 WL 420819 (Fed. Cir. 2025).

United States International

AV

Axinn Veltrop & Harkrider

Cross-Trading At A Crossroads

In an article published in The Investment Lawyer, Partner Amy Doberman explains the history of cross-trading guidance and relief, the subsequent reluctance to adopt cross-trading and the eventual interpretive.

United States Finance

W

WilmerHale

President Trump Starts First Week With AI Executive Orders And Investments — AI: The Washington Report

In his first week in office, President Trump took three significant actions on AI that lay the foundation for a new deregulatory approach to AI at the federal level.

United States Government

M

Mintz

SEC Clears The Way For Crypto Custody

United States Accounting

AG

Akin Gump Strauss Hauer & Feld LLP

Investment Management & Funds Regulatory Update - December 2024

United States Finance

DP

Davis Polk & Wardwell

ESMA Consults On Open-Ended Loan Originating AIFs

United States Finance

PR

Proskauer Rose LLP

Unlocking The Potential Of Alternative Markets With HighVista Strategies' Raphi Schorr

United States Wealth Mgt

PR

Proskauer Rose LLP

Ropes & Gray's Investment Management Update October – November 2024

United States Strategy

RG

Ropes & Gray LLP

Unlocking The Potential Of Alternative Markets With HighVista Strategies' Raphi Schorr (Podcast)

United States Strategy

PR

Proskauer Rose LLP

45% Of Investors Think Climate Change Will Have No Impact On Their Investments

United States Environment

BB

Baker Botts LLP

The China Divestment Chorus Gets Louder As Texas Becomes The Latest State To Call For Restrictions

United States Finance

RG

Ropes & Gray LLP

Final Rule On Outbound Investments: Implications For Limited Partner Investments

United States Strategy

KG

K&L Gates LLP

Former CIO Indicted For $600M Fraud In Parallel DOJ, SEC Actions

United States Criminal

LS

Lowenstein Sandler

CFTC Adopts Amendments To Rule 4.7

United States Finance

FH

Foley Hoag LLP

2025 SEC Exam Priorities For Investment Advisers And Registered Investment Companies

United States Commercial

GP

Goodwin Procter LLP

Conversations With Anthony Caporrino: Unlock The Potential Of Life Sciences (Video)

United States Healthcare

AM

Alvarez & Marsal

Treasury Issues Final China Outbound Investment Rule

Worldwide Strategy

CL

Cassidy Levy Kent

ESG And The Sustainable Economy Handbook - Global Survey Of ESG Regulations For Asset Managers

Worldwide Finance

KG

K&L Gates LLP

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Latest Videos

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Conversations With Anthony Caporrino: Unlock The Potential Of Life Sciences (Video)

AM

Alvarez & Marsal

Executive Order On Outbound Investment And Treasury Notice – What Funds And Investors Need To Know (Video)

AG

Akin Gump Strauss Hauer & Feld LLP

Venture Philanthropy, Impact Investing And More…(Video)

AP

Arnold & Porter

How To Pick Investors And Where To Find Them (Video)

W

WilmerHale

Tips For Startup Success - Pros And Cons Of Taking Strategic Investments From Big Players (Video)

PW

Pillsbury Winthrop Shaw Pittman

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