Jon P. Brose is a partner in Cadwalader’s Tax Group. Jon advises on tax issues relating to CLOs and other structured finance and securitization vehicles. In this capacity, he has represented managers, underwriters, issuers and placement agents. He also provides tax advice regarding securities offerings, structured products, derivatives and other financial instruments, repurchase agreements, credit facilities, and partnerships and other joint ventures, as well as a variety of other commercial transactions and capital markets activities.
In addition, Jon represents investment funds (including hedge funds, funds of funds, and private equity funds) and their managers on all aspects of their businesses, including management entity and fund formation, seeding arrangements, mergers and acquisitions, partnership tax issues, international tax issues, compensation arrangements, and ongoing investment activities and transactions. He is experienced with a broad range of investment strategies and asset classes, including long/short equity, credit, distressed asset, commodities, cryptocurrencies and real estate.
Jon holds a B.A. in English and History from Miami University, a J.D. from Emory University School of Law (Order of the Coif), and an LL.M. in Taxation from New York University School of Law. Jon is a member of the New York State Bar Association.
