Liberman provides strategic advice to U.S. and international hedge funds, mutual funds, CITs, UCITS, managed accounts, superannuation plans, sovereign wealth funds, and other asset owners regarding all aspects of implementing their investment and trading strategy. He has substantial experience with both U.S. and non-U.S. laws and regulations that impact the trading of securities, commodities, derivatives, and other asset classes, and he is proficient with the multitude of agreements required by market participants in order to invest in and trade such assets. Liberman utilizes his knowledge of trading in order to help investors optimize, and think more strategically about, their trading strategy, treasury function, financing costs, and counterparty risk management.
Before joining the firm, Liberman served as Senior Counsel for 12 years at AQR Capital Management LLC, where he counseled the trading, research, compliance, portfolio implementation, and business development teams. From his years in-house at this global investment management firm, as well as his time in private practice representing funds and private equity clients, Liberman has acquired wide-ranging experience in dealing with all aspects of investment strategy implementation, encompassing all types of activity and structures.
Liberman has specialized knowledge of relevant rules and regulations impacting trading documentation globally, including in key emerging markets such as China, Brazil, Saudi Arabia, India, Turkey, and Russia. He provides counsel to investment managers and asset owners who wish to access these markets across various investment instruments.
“Boris has developed a preeminent reputation within the buy-side community, as well as with dealer counterparties all over the world,” says Robert G. Minion, partner and Chair of the firm’s Investment Management group. “Over the course of last 12 years, he has negotiated thousands of agreements, spanning all asset classes traded with all major dealers. He will provide invaluable advice to our existing client base, in addition to building out a wider practice to include institutional investors, international investment management funds, and other market participants.”
“Clients in my field require lawyers with experience, entrepreneurial energy, and a common-sense business approach. Lowenstein has all three. They are zealous advocates, and they have an innate commercial instinct about what their clients need,” says Liberman. “I am thrilled to join a firm that places such a premium on that combination of knowledge and client service.”
Peter D. Greene, Vice Chair of the Investment Management group, says: “Boris’s experience has allowed him to develop a deep knowledge of all aspects of investment strategy implementation. He brings to Lowenstein a rare set of skills that will be invaluable to our clients.”
Benjamin Kozinn, partner in the Investment Management group, adds: “Boris has a great talent for effectively educating both investment managers and asset owners on best practices for dealing with sell-side dealers and related counterparty risk issues, as well as how both U.S. and non-U.S. trading, derivatives, and capital regulations impact the trading activity of investors.”
Earlier in his career, Liberman represented private equity firms and hedge funds at the law firms of Linklaters LP and Katten Muchin Rosenman. LLP.
He holds a J.D. from New York Law School and a B.S from Yeshiva University. He is fluent in Russian.