Julien Bourgeois
Partner | Washington, D.C.
Julien Bourgeois

Based in Washington, D.C., Julien Bourgeois joined Dechert in 1999. As a general matter, Mr. Bourgeois enjoys working on complex projects involving multidisciplinary advice.  Mr. Bourgeois focuses on the asset management industry, advising U.S. registered open-end and closed-end investment companies and their directors, as well as their investment advisers and other service providers, on structuring, regulatory, compliance, governance and enforcement matters. He has experience with all aspects of investment company representations, including: board matters; exemptive applications; initial and ongoing registrations; complex fund structuring and reorganization transactions; affiliation considerations; and structuring various fund structures including funds of funds, manager of managers funds and registered funds using illiquid or alternative investment strategies and fee arrangements.

Mr. Bourgeois is a co-head of Dechert’s global sustainability practice and advises asset management clients on the topic, including with regard to legal, regulatory and litigation risks in this area in the United States and globally.

A native of France, he is also uniquely positioned to represent global asset management groups on U.S. matters that apply to them – under U.S. federal and state securities laws or otherwise. He assists them with forming and integrating their U.S. business, using U.S. subsidiaries or their domestic locations, in order to manage U.S. assets or offer investment products in the United States. He has extensive experience in dual-hatting and participating affiliate arrangements, and in working on global compliance approaches.

Mr. Bourgeois is a frequent speaker at conferences in the United States and abroad and the author of numerous publications for the asset management industry.

  • Asset Management Roundtable - Focus on Recent and Emerging Regulatory Developments — Dechert LLP, Washington, D.C. (May 9, 2024)
  • Final SEC Private Fund and Proxy Voting Rules — EFAMA and Dechert, Webinar (February 7, 2024)
  • Asset Management Roundtable – Regulatory and Enforcement Hot Topics — Dechert LLP, Washington, D.C. (January 25, 2024)
  • Navigating the Juxtaposition Between EU and U.S. ESG Regulations — Dechert Session at ICI, 2023 Securities Law Developments Conference, Virtual (October 26, 2023)
  • Reporting and Data Challenges for Fund BoardsESG Oversight: The Fundamentals in an Evolving Space for Fund Boards hosted by Mutual Fund Directors Forum, Dechert LLP and Center for Financial Policy at The University of Maryland's Smith School of Business, Washington, D.C. (April 12, 2023)
  • U.S. Regulatory Update by Dechert LLP — EFAMA, Webinar (December 12, 2022)
  • ESG Considerations for Asset Managers - The Emerging Regulatory Framework Applying to Investment Funds and Investment Advisers 2023Presented by PLI, Webinar (January 10, 2023)
  • Disclosure / SEC Rulemaking – The Catholic University of America Columbus School of Law’s ESG Investing Under the Federal Securities Law Conference, Washington, D.C. (October 28, 2022)
  • ESG Developments in the EU and U.S.: Impact on U.S. Asset Managers – Dechert LLP, Boston (September 22, 2022)
  • ESG Developments in the EU and U.S.: Impact on U.S. Asset Managers – Dechert LLP, New York (September 20, 2022)
  • U.S. Regulatory Update by Dechert LLP — EFAMA, Webinar (June 14, 2022)
  • ESG from A to Z — 2022 Fund Governance and Regulatory Insights Conference, Washington, D.C. (June 9, 2022)
  • US and European Compliance with ESG Mandates — European Workshop for the Institutional Investor Legal Forum, Paris (November 2021)
  • Current Trends and Developments — PLI Fundamentals of Investment Adviser Regulation 2021, New York (June 21, 2021)
  • The Many Shades of Global ESG and Sustainable Investing: Enforcement, Examination and Compliance Risks — Dechert LLP, Webinar (May 18, 2021)
  • Regulatory Impacts Of New York’s Changing Energy Industry — New York State Bar Association Virtual Program (January 15, 2021)
  • Doing Business Abroad:  Legal and Compliance Challenges  PLI's Global Asset Management 2020, Webcast (September 30, 2020)
  • ESG: Where Are We and Where Do We Go From Here?  Dechert LLP, Webinar (September 22, 2020)
  • ESG Regulation and Compliance — MFA Legal & Compliance 2020, Webcast (July 22, 2020)
  • ESG Considerations for European Asset Managers — Dechert LLP, Webinar (June 24, 2020)
  • Accessing the US Fund Market: Issues and Considerations for Asian Asset Managers — The Investment Company Institute, Webinar (June 3, 2020)
  • ESG Considerations for U.S. Asset Managers — Dechert LLP, Webinar (May 19, 2020)
  • Disclosures and Communications with U.S. Fund Investors in the Current Environment — Dechert LLP, COVID-19 Coronavirus Business Impact Webinar (April 7, 2020)
  • Challenges for Fund Boards in Light of COVID-19 — The Mutual Fund Directors Forum, Webinar (March 27, 2020)
  • Managing Compliance with the U.S. Registered Funds Liquidity Rule in the Current Environment — Dechert LLP, Webinar (March 20, 2020)
  • ESG Investing: Sustaining Compliance in an Evolving Regulatory Environment — IAA’s Investment Adviser Compliance Conference, Washington D.C. (March 6, 2020)
  • Absolute Priority: Dechert ESG Taskforce Tackles Growing Initiatives and Obstacles — Debtwire Radio, US and Europe (March 4, 2020)
  • What Is ESG Investing and Is It Here to Stay? — ICI 2019 Securities Law Development Conference, Washington D.C. (December 3, 2019)
  • What you need to know now:  Hot topics and trends in U.S. regulation of funds and asset managers  — EFAMA Investment Management Forum 2019, Brussels, Belgium (November 21-22, 2019)
  • Private Credit, BDCs & Everything in Between: Co-Investment Exemptive Relief — Dechert LLP, Webinar (May 15, 2019)
  • Petit-déjeuner: Investisseurs Allemands et Sociétés de Gestion Françaises —  Dechert LLP, Paris, France (February 5, 2019)
  • 10 Years After the Financial Crisis: Trends in U.S. Regulation of Funds and Asset Managers — EFAMA Investment Management Forum 2018, Brussels, Belgium (November 8, 2018)
  • What's Next: New SEC Rule on Investment Company Liquidity Risk Management Programs — Presented by the D.C. Bar Association, Washington, D.C. (March 30, 2017)
  • Liquidity Management and Swing Pricing: New Responsibilities for Boards — Presented by the Mutual Fund Directors Forum, Webinar (November 21, 2016)
  • Accessing the US Market Using 1940 Act Funds — Dechert LLP, London, UK (November 8, 2016)
  • Liquidity: Renewed Regulatory Focus — Presented by the Investment Funds Committee, International Bar Association, Washington, D.C. (September 19, 2016)
  • Financial Services Workshop — Dechert LLP, Paris, France (June 14, 2016)
  • Mutual Funds Session — Presented by KPMG, Boston (June 7, 2016)
  • Comment commercialiser vos fonds d'investissement aux Etats-Unis? — Paris (March 29, 2016)
  • Systemic risk regulation of asset managers: The U.S. experience. Lessons for Europe? — EFAMA Investment Management Forum, Brussels, Belgium (November 19, 2015)
  • The SEC's Liquidity Risk Management and Swing Pricing Proposals — Dechert LLP, Webinar (November 5, 2015)
  • Seminar on Market Access for Regulated Fund Managers in the U.S. — Dechert LLP, Teleconference (September 17, 2015)
  • European Funds Breakfast Seminar — Dechert LLP, Paris, France (June 3, 2015)
  • Regulation of Swaps under Dodd-Frank: Implications for French Asset Managers — Presentation to The Association Française de la Gestion Financière, Paris (June 3, 2015)
  • U.S. Regulatory Developments: Lessons Learned and Implications for European Fund and Asset Managers — EFAMA Investment Management Forum, Brussels (November 6, 2014)
  • Treasury International Capital (TIC) Form Reporting — Investment Adviser Association International Committee, Washington, D.C. (October 2, 2014)
  • Living with the Volcker Rule: Volcker Rule Impacts on European Asset Managers — Dechert LLP, Webinar (February 26, 2014)
  •  Dodd-Frank and U.S. Regulatory Reform initiatives Affecting European Asset Managers — Investment Management Forum EFAMA, Brussels (November 5, 2013)
  • UCITS Directive/AIFM Directive: Global Distribution - Practical Considerations — QuantValley/QMI Annual Research Conference, New York, NY (June 25, 2013)
  • Update on Dodd-Frank and U.S. Regulatory Reform Initiatives Affecting European Asset Managers — EFAMA Investment Management Forum, Brussels (September 26, 2012)
  • Status of the Implementation of the Volcker Rule — Joint Meeting of the Investment Company Institute's International Committee and EFAMA, Washington, D.C. (May 8, 2012)
  • Volcker Rule — Dechert LLP, Webinar (January 31, 2012)
  • Analysis of the Current Evolution of International Rules and the Impacts on Canadian and Provincial Regulation — Canadian Institute's Conference on Statutory Accordance for Financial Services, Montreal (December 1, 2011)
  • US Investment Advisors Registration, Dodd-Frank and Volcker Rule — BVI Bundesverband Investment und Asset Management e.V. Program, Frankfurt (October 6, 2011)
  • New SEC Investment Adviser Registration Rules — The Investment Company Institute International Committee Meeting, Washington, DC (September 13, 2011)
  • Impact on European Fund Management of Recently Enacted US Financial Reform — EFAMA Investment Management Forum 2010, The Investment Management Industry: Beginning of a New Decade?, Brussels, BE (September 14, 2010)
  • New Reporting Requirements on Cross-Border Holdings: Application of TIC SLT to Funds and Investment Advisers — Dechert LLP, Webinar (August 11, 2011)
  • Investment Adviser Registration: The SEC Makes New Rules — Dechert LLP, Webinar (July 28, 2011)
  • Mutual Fund Directors Forum — Webinar (May 10, 2011)
  • SEC Registration and Compliance Obligations for Private Fund Investment Advisers Facing New Regulatory Requirements — Dechert LLP & Investment Adviser Association (IAA), Webinar (September 30, 2010)

 

Services
    • University of Paris Nanterre - Paris X, Bi-Deug, 1996
    • University of Paris Nanterre - Paris X, License, 1997
    • University of Paris Nanterre - Paris X, Maîtrise, Business Law, 1998, cum laude
    • University of Richmond School of Law, J.D., 2000
    • District of Columbia
    • Maryland
    • English
    • French
    • American Bar Association