Overview
Todd Lee is senior counsel and a member of Chapman's Asset Securitization Department. Todd has broad experience that combines several areas, including hedge fund investment and trading, whole-asset acquisition, securitization, SEC adviser compliance and fund formation, and primary/secondary LP investing.
Prior work experience includes serving as General Counsel and Chief Compliance Officer for several SEC-registered advisory firms (RMBS, CLO), working on a structured products trading desk at a global investment bank, and executing securitization transactions at several prominent law firms (auto loans/leases, credit cards, CMBS, CLOs).
Corporate Loans
As internal counsel for several SEC-registered CLO collateral managers, Todd advised on matters relating to the acquisition and management of broadly syndicated corporate loans. Coverage areas included loan underwriting, warehouse facilities, CLO securitization vehicles, SEC disclosures, SEC compliance requirements, and permanent-capital private funds.
Residential Mortgage Loans
As internal counsel for an SEC-registered investment adviser, Todd oversaw a vertical RMBS platform that included mortgage loan acquisition through RMBS securitization. Todd advised on various matters, including mortgage loan purchases (flow and bulk), formation of acquisition and securitization vehicles, SEC disclosures, SEC compliance requirements, and securitization documentation. Private funds included RMBS non-agency, sub-debt 1.0, 2.0, and new issue.
Real Estate Acquisition
Todd has extensive experience with the acquisition, pooling, and asset management of real estate assets, including multi-family, hotel, and office properties. Todd was responsible for all phases of the investment and legal process, including due diligence, acquisition, legal documentation, pricing, and asset management. Additionally, as internal counsel to an SEC-registered adviser, Todd launched a single-family residential homes (SFR) closed-end fund leveraging an internally operated property management and servicing company.
Practice Focus
Admitted
Connecticut
New York
Education
Cornell Law School, J.D., 1995
Bates College, B.A., 1990