The Vendor is required to provide for the following legal counsel service:
• Securities Monitoring and Litigation Counsel, including:
o Country class Action Monitoring and Litigation Counsel
o Non-Country Litigation Monitoring and Litigation Counsel
• Investment Services Counsel
• Corporate Governance Counsel
• Fiduciary and Ethics Counsel
• Tax Counsel
• Bankruptcy Counsel
• Compliance Counsel
• Insurance Counsel
• Non-Securities Class Action Counsel
- Review and assist with negotiating private investments, including but not limited to, agreements relating to private equity, private credit, real estate, infrastructure, natural resources, hedge funds and other alternative investment strategies.
- Review amendments and consents to existing agreements and preparation of recommendations for most favored nation elections.
- Review co-investment and secondary’s legal documents.
- Advise on the legal structure of investment funds, including but not limited to, fund of-funds, limited liability companies and limited partnerships.
- Drafting agreements relating to fund-of-funds, investment management agreements, securities lending, and custodial banking agreements.
- Advice and draft agreements and amendments relating to the State’s cash transactions and banking relationships.
- Provide legal counsel as requested for investment-related matters, including any disputes that might arise from state investments.
- Corporate Governance Counsel shall assist the Treasurer, and the Office of the Treasurer’s General Counsel and staff in connection with a variety of corporate governance matters. Counsel shall provide legal research, analysis and advice with respect to corporate and securities law connected to the Treasurer’s corporate governance initiatives.
- As needed, Counsel will furnish the Treasurer, and as necessary, the Investment Advisory Council, with research and analysis and legal opinions with respect to the fiduciary and ethical duties and matters having an impact upon such duties.
- Tax Counsel shall advise and assist the Treasurer with respect to all legal aspects related to repatriation of foreign tax withholdings, including engaging third-party tax agents to repatriate taxes paid in foreign jurisdictions, negotiating and sub-contracting for this service, as requested.
- Contract Period/Term: 5 years
- Questions/Inquires Deadline: January 23, 2026
