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Boris Liberman

Partner
Co-chair, Derivatives & Structured Products

New York
T: +1 212.419.5882 F: +1 973.597.2400 bliberman@lowenstein.com
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Boris Liberman provides strategic advice to sophisticated investment management firms regarding all aspects of implementing their investment and trading strategy while remaining compliant with appropriate regulatory regimes. With years of experience advising funds and institutional investors on the trading of securities, commodities, derivatives, and other asset classes, Boris is also proficient in a multitude of agreements with varying complexity required by market participants globally.

Boris is considered a thought leader in the industry on the subject of compliance policies and regulatory developments relating to alternative data and the AI components of alternative data. He has written multiple articles and regularly speaks on the topic.

Deeply knowledgeable about the wide range of both U.S. and non-U.S. laws and regulations that impact the trade of assets, Boris helps investment managers and investors optimize, and think more strategically about their trading strategy, treasury function, financing costs, and counterparty risk management. He also helps to implement these strategies through the creation of trading compliance manuals and effective best practices.

From his years of leading a team at a global investment management firm, as well as in private practice representing funds and private equity clients, Boris has developed a unique set of skills and acquired wide-ranging experience in dealing with all aspects of investment strategy implementation.

He 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. Boris provides counsel to investment managers and asset owners who wish to access these markets across various investment instruments. He helps asset owners optimize their due diligence process in evaluating investment managers, and he provides strategic advice as to how asset owners should think about investment managers and dealers, as well as various trading instruments.

As an active member of various buy-side industry groups, Boris has been involved in conversations dealing with most key regulatory developments impacting investment strategy implementation worldwide. Over the course of the last 12 years, he has negotiated thousands of agreements, spanning all asset classes. 

Education

  • New York Law School (J.D. 2005), cum laude

    Yeshiva University (B.S. 1997), cum laude

Admissions

  • New York

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