Morgan specialises in the area of investment funds and his practice focuses on, inter alia, the structuring and establishment of fund management companies and investment funds (both UCITS and AIFs but with a particular focus on AIFs, including PE, property, infrastructure, real asset and private credit funds, whether structured as ICAVs, ILPs or 1907 Act limited partnerships), and the provision of on-going legal and regulatory advice to these structures.

Morgan also advises individuals, investment funds, national bodies and other institutional investors in relation to all legal and regulatory issues concerning their respective investments as significant or seed investors in a variety of fund vehicles.

Morgan is a member of the Irish Funds’ Legal and Regulatory Working Group.

Key highlights include advising:

  • Willis Towers Watson on the establishment of its AIFM and its range of QIAIF platforms, including a master/feeder platform structured in the form of an investment company feeding into a unit trust, and its two CCF QIAIFs.
  • Emerald Technology Ventures on the establishment of its umbrella Investment Limited Partnership which has a particular focus on VC investing.
  • Peal Capital on the establishment of its PE-focused Irish Investment Limited Partnership.
  • Brookfield Public Securities Group on its AIF and range of Irish UCITS funds.
  • Alvarium Investments on the establishment and authorisation of its ICAV umbrella fund.
  • Irish Life Investment Managers and AMP Capital in respect of its Irish Infrastructure Fund.
  • BlueCove on the establishment of its Irish UCITS umbrella platform.
  • AMX in relation to the establishment of its AIFM and UCITS management company business, in addition to the establishment of its UCITS CCF umbrella platform, and its QIAIF umbrella platforms structured as master/feeder ICAVs and a CCF.
  • Findlay Park in respect of its Irish umbrella UCITS.
  • Pzena Investment Management on its range of Irish UCITS funds and in relation to the establishment of its UCITS management company with MiFID top-up permissions.