Ranked in 1 Practice Areas
U

Up and Coming

Investment Funds: Fund Formation

Nationwide - Canada

2 Years Ranked

About

Provided by Roma Lotay

Canada

Practice Areas

Roma is a partner at BLG’s Toronto office. She practices corporate and securities law, specializing in the investment management industry.

She advises investment fund manager, dealer and investment adviser clients on the creation, distribution and ongoing administration of various investment products, including public and private funds. Roma assists clients with mergers and acquisitions, particularly in the investment management industry. She also advises clients on ESG issues, compliance with securities regulation, corporate governance, commercial contracts and more.

Roma is on the leadership team of Women in ETFs (Canada) and participates on committees of the Investment Funds Institute of Canada and other industry organizations.

She was seconded to the wealth distribution group of a major bank in 2020, the global asset management group of a major bank in 2018 and the corporate finance branch of the Ontario Securities Commission in 2014.

Chambers Review

Provided by Chambers

Canada

Investment Funds: Fund Formation - Nationwide - Canada
U
Up and Coming

Roma Lotay is a Toronto-based lawyer with a burgeoning practice in the investment fund space. She frequently assists clients with the formation and private offering of funds, and is highly adept at advising on ESG strategy and a myriad of securities regulatory issues.

Strengths

Provided by Chambers

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