Bar and Court Admissions |
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- District of Columbia
- Texas (inactive)
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Education |
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- J.D., University of Texas School of Law, 1998
- B.A. (with honors), University of North Carolina at Chapel Hill, 1993
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 | | | Marvin C. "Chip" Lunde, III PartnerWashington, D.C. Email: mcl@jordenusa.com Phone: 202.965.8139 Fax: 202.965.8104 Chip Lunde is a Partner in Jorden Burt's Washington, DC office, and is a member of the Firm's Investment Companies & Advisers, Securities, and Life Insurance industry groups. Mr. Lunde counsels investment companies, investment company boards, investment advisers, broker-dealers, and life insurance companies on federal and state securities and insurance compliance and regulatory matters.
Mr. Lunde focuses his practice on the development and regulation of mutual funds and variable insurance products. His experience includes advising issuers with respect to the creation of novel variable annuity products and synthetic/contingent fixed annuities. He also advises financial services clients regarding the development and regulation of other pooled investment vehicles, including hedge funds and stable value funds.
Mr. Lunde's experience includes drafting and negotiating contracts between financial product issuers and their service providers, and the preparation of registration statements, proxy statements, no-action letters, and SEC exemptive applications. He also advises on issues pertaining to the sales practices, market conduct, and other compliance issues affecting issuers and distributors of financial products. His experience includes advising mutual funds with respect to credit agreements and derivatives trading, including tri-party account control agreements. In addition, Mr. Lunde advises regulated entities in connection with regulatory examinations and investigations. |