Stacey’s securities law practice has a particular emphasis on the establishment of Canadian investment vehicles, such as trust and partnership pooled funds, hedge funds, retail mutual funds, REITs and mortgage investment entities. Stacey regularly advises clients on all aspects of the formation of such investment products, and on the legal and regulatory implications associated with the offering and distribution of securities of such entities in Canada. She drafts and amends offering documents and material agreements, and reviews and negotiates service provider contracts. Stacey advises investment dealers, portfolio managers and fund managers on routine and complex regulatory matters relating to the operation of their business, and has obtained exemptive relief from certain regulatory restrictions on behalf of her clients.
- LLB, University of Western Ontario (2003)
- HBA, Richard Ivey School of Business (2003)
- Fidelity Investments Canada ULC (2009-2010)
- Goodmans LLP (2004-2009)
Recent Speaking Engagements
- Canadian Association of Alternative Strategies and Assets (CAASA) webinar, Marketing Your Liquid Alternative Fund, April 21, 2020