Courtney B. Posner

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Courtney Posner has over 17 years of experience in fund formation and structuring, regulatory compliance, and operational best practices in the investment management industry. She advises fund managers on investment management, corporate, compliance, and securities law matters arising throughout the entire cycle of acquiring, monitoring, restructuring and divesting private equity fund interests through primary and secondary transactions.

Well-known in the industry as a trusted advisor to multi-billion-dollar fund managers, Courtney has a strong track record of establishing partnerships with business leaders and successfully achieving their objectives. Committed to providing exceptional client service, she gives investors, firms, and fund managers thorough, thoughtful commercial advice, with a consistently positive attitude.

Prior to joining Lowenstein, Courtney served for over a dozen years as General Counsel and Chief Compliance Officer at Echo Street Capital Management, a firm with over $16 billion AUM at its peak. There she worked closely with every business department, including portfolio management, trading, investor relations and marketing, finance, human resources, and information technology. She managed all legal activities and compliance matters, including those related to the firm’s portfolio holdings, federal securities laws, the Investment Advisers Act of 1940, the Investment Company Act of 1940, employment law and litigation. Courtney oversaw all fundraising activities, counseled on all regulatory compliance and contractual compliance obligations, led the firm’s compliance program and trainings, and prepared all regulatory filings. She also led the negotiation and legal due diligence process for the firm’s private investments, including equity investments in late-stage growth companies.

Courtney’s experience also includes serving as Senior Vice President/Associate General Counsel at PineBridge Investments, where she counseled the private funds group on alternative investment strategies and fundraising efforts.

Upon earning her J.D. from Fordham University School of Law, Courtney practiced in the Private Investment Funds Group at Dewey & LeBoeuf LLP.