retour

Kathryn M. Fuller

Associée

Toronto
[email protected]
416.367.6731

Expertise

Aliona Kaminer

Adjointe à la pratique

Toronto
[email protected]
416.367.6494

Nous sommes désolés. Le contenu de cette page n'est présentement disponible qu'en anglais.

Kathryn practises corporate, commercial and securities law, with an emphasis on investment management.

She advises Canadian and international fund managers, dealers and advisors on the establishment and administration of public and private investment funds, as well as the private placement of foreign funds in Canada. She regularly advises clients on regulatory and compliance matters affecting funds, including sales practices, independent review committees and conflict of interest matters.

In addition, Kathryn advises clients on merger and acquisition transactions and outsourcing transactions in the investment management industry.

During her time at BLG, Kathryn was seconded to a major mutual fund company.

Kathryn is the Toronto regional leader of BLG's Investment Management Group. She is also a member of the firm's Environmental, Social and Governance (ESG) initiative.

Testimonials

Chambers Canada 2023

Toronto-based Kathryn Fuller assists fund managers with a broad range of fund-related issues, including funds M&A.

Chambers Canada 2023

"Kathryn is brilliant, she is meticulous, organised, calm, knowledgeable, responsive, pleasant and efficient."

Chambers Canada 2023

"She's excellent. She is a pleasure to work with, extremely capable and knowledgeable."

Chambers Canada 2018

Kathryn “is characterized by clients as ‘extremely knowledgeable and thorough,’ with her advice described as ‘easy to understand and practical.'"

Experience

  • Advised Franklin Templeton (NYSE:BEN), a global investment management organization, in its acquisition of Legg Mason, Inc. (NYSE:LM).
  • Represented Canoe Financial LP in its acquisition of the rights to manage all of the retail mutual funds managed by Fiera Investments LP, representing approximately $1.12 billion in assets.
  • Preparing offering documents and continuous disclosure documents related to retail mutual funds, alternative mutual funds and ETFs.

Beyond Our Walls

Professional Involvement

  • Former Vice Chair, Legal and Compliance Working Group, Investment Funds Institute of Canada
  • Member, Alternative Investment Management Association Canada
  • Member, Ontario Bar Association

Community Involvement

  • Director, West Park Healthcare Centre Foundation
  • Volunteer, BLG Reads to Kids Program

Awards & Recognitions

  • Recognized in the 2024 edition (and since 2017) of the Chambers Canada — Canada's Leading Lawyers for Business (Investment Funds).
  • Recognized in the 2024 edition (and since 2023) of The Best Lawyers in Canada (Mutual Funds Law and Private Funds Law).
  • Recognized as a Stand-out Lawyer by Thomson Reuters.
  • Recognized in every edition of The Canadian Legal Lexpert® Directory (Investment Funds and Asset Management) since 2013.
  • Received a "Rising Stars" award from Lexpert® in 2011.

Bar Admission & Education

  • Ontario, 2001
  • Executive Education - Accelerated Leadership Program, Faculté de droit de Harvard, 2017
  • LLB, Université Queen’s, 1999
  • BA (Hons.), Université Queen’s, 1996