Co-Investing With Your Clients? Consider These Tips First
Without a process for evaluating these opportunities, you can easily end up with a hodgepodge, disparate collection of private investments.
July 26, 2018 at 12:51 PM
1 minute read
Think Big Picture 
Evaluate Track Records Understand the Terms Size Appropriately Understand the Tradeoffs Important Disclosure: Justin Peacock is an owner and wealth manager at BDF, a wealth management firm based near Chicago, where he leads the firm's attorney practice group. He can be reached at [email protected].
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Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
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