Mr. Lore advises emerging fund managers throughout the United States, Europe, and the Middle-East in forming and operating real estate funds, hedge funds, private equity funds, and other alternative funds using varied strategies; including equity, fixed income, distressed debt, and sector funds. Additionally, Mr. Lore advises real estate funds during the soft-commitment pre-capital raising stage.
Mr. Lore has advised hundreds of investment fund managers and real estate fund sponsors on all aspects of their business, from capital raising and fund formation to implementation of their business models. His representation of a broad range of managers allows him to keep abreast of emerging trends, regulations, and key business issues in the capital-raising process.
Mr. Lore is a frequent speaker at investment management events in the U.S. and Europe, and some of the world's leading universities. Mr. Lore is regularly called on to provide insights on emerging hedge fund and private equity legal topics to institutional investors and is quoted in more than 100 media articles in over a dozen countries.
Before founding Capital Fund Law Group, Mr. Lore practiced corporate and securities law at reputable law firms, including the private securities department of Akin Gump Strauss Hauer & Feld in the New York City and Moscow offices. Mr. Lore received his J.D., with honors, from the University of Utah, where he served as a senior member of the Utah Law Review. Mr. Lore received his B.A. from Brigham Young University and is a member of the New York State Bar and the Utah State Bar.
Mr. Rogers practices in the areas of investment fund formation, securities law, corporate law and taxation, Mr. Rogers advises clients on the structuring, formation, and compliance of hedge funds, private equity funds, real estate funds and other alternative investment vehicles.
Mr. Rogers also has extensive experience counseling operating companies in raising debt and equity capital through Regulation D private placement offerings in a variety of industries, including real estate, mining, lending, oil and gas, healthcare, manufacturing, automotive and others.
Mr. Rogers received his J.D. cum laude, from Roger Williams University School of Law, where he served as the Chief Executive Officer of the Tax and Business Law Society.
After law school, Mr. Rogers received an LL.M. in Taxation from Boston University. In addition to his law degrees, Mr. Rogers holds an MBA and Masters of Professional Accountancy from Weber State University.Mr. Rogers is a member of the Rhode Island State Bar, the Massachusetts State Bar, the Utah State Bar, and is admitted to practice before the U.S. Tax Court.
Ms. Tian practices in a wide spectrum of corporate and securities law matters, with a focus on private equity, venture capital, and hedge fund formation. Ms. Tian has experience assisting start-up funds, catering to the emerging fund manager.
Additionally, she has extensive experience in representing large funds affiliated with top Wall Street financial institutions. Prior to joining the firm, Ms. Tian was associated with a leading U.S. based Chinese firm, where she worked on several significant cross-border transactions. Ms. Tian received an LL.M. from Vanderbilt University Law School and an LL.B. from China University of Political Science and Law where she graduated with honors.
Ms. Tian is a member of the New York State Bar and is an active member of the New York City Bar Association. In addition, she is authorized to practice law in mainland China and is an active member of the Asian Americans Bar Association. Ms. Tian is fluent in Mandarin Chinese.
Ms. Loftus serves as Senior Investment Funds Paralegal and plays a key role in document preparation and filing. Ms. Loftus works closely with all clients through their formation process, from engagement to fund launch. Additionally, Ms. Loftus coordinates all regulatory compliance filings and registrations.
Prior to joining Capital Fund Law Group, Ms. Loftus served as an office administrator for a medical facility. Academically, Ms. Loftus was nominated for the Senior Thesis of the Year Award at her attending University in 2017, in recognition of her exceptional historical research, and holds a Bachelors Degree in Legal Studies. In her free time, Ms. Loftus enjoys the outdoors with her husband and continues to pursue her passion for history through reading and continued research.
Jennifer Hicks, Director of Client Development at Capital Fund Law Group, joined the firm in the early part of 2018 and has quickly become an integral team member. She liaises with the in-house attorneys, assists prospective and current clients with their fund planning and formation process and provides guidance to emerging managers on non-legal fund-related matters. Furthermore, Ms. Hicks organizes the firm's investment fund events and is the point of contact for our Managing Partner, John Lore.
Ms. Hicks, who has been a lifelong student of the legal field, held a career in law enforcement in the state of Utah prior to becoming a part of Capital Fund Law Group. Having been a first responder allowed Ms. Hicks the opportunity to gain valuable skills, which include investigative research, critical thinking, extreme attention to detail and multitasking – all skills required to make the transition to the corporate side of the law. While her client base is now fund managers and not the public, Ms. Hicks understands the importance of public relations and perception. In fact, she partakes in podcasts and interviews showcasing her transition from one area of the law to another.
Given her time as a civil servant, Ms. Hicks continues to fuel her passion for giving back and serving the community. Ms. Hicks provides diversity and inclusion training to police and fire departments, to promote greater equality and understanding both within the department and during their interactions with the public. During her law enforcement career, Ms. Hicks was nominated as Police Association President, a volunteer role, where she organized a police and fire charity event to raise money and awareness for a child in her community. In her personal life, Ms. Hicks actively organizes events and projects, often surrounding military causes and children in her community.
Ms. Hicks holds a degree in Criminal Justice and her Paralegal Certification. She has also earned several advanced certifications in communications and investigations. Awards include the Police Combat Cross medal, received in May 2015, for her response and action taken during an armed assailant situation.