Overview

Jason Monfort is an investment funds partner in the Washington, D.C., office of Kirkland & Ellis LLP. Jason represents open- and closed-end funds, exchange-traded funds, independent directors/trustees of mutual funds and exchange-traded funds, business development companies, registered investment advisers, banks, broker-dealers, private investment funds, insurance companies and other financial institutions in the full spectrum of financial services regulation applicable to developing, marketing and offering financial products. He advises clients on new product offerings, mergers and acquisitions, regulatory filings, reorganizations, compliance policies, regulatory investigations, exemptive applications and other innovative regulatory issues.

Jason is a frequent speaker on financial industry topics and is a contributing author to PLI’s treatise entitled “Mutual Funds and Exchange Traded Funds Regulation.”

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Thought Leadership

Publications

Contributing Author, “SEC Publishes Guidance on Mutual Fund Distribution and Sub-Accounting Fees,” JD Supra,January 2016

Contributing Author, “SEC Publishes Guidance on Mutual Fund Distribution and Sub-Accounting Fees,” JD Supra,January 2016

Author, “Mutual Funds and Exchange Traded Funds Regulation – Marketing Materials,” Practicing Law Institute,June 2023

Press Mentions

Quoted in “Cambridge in Hot Water Over Fee Discounts, Rev-Share Practices,” Ignites, March 2024

Quoted in “SEC Assesses Diversity of Its Tech Managers,” IgnitesDecember 2023

Quoted in “Industry Wants More Fund Pricing Flexibility; the SEC Isn’t Ready,” IgnitesOctober 2023

Quoted in “SEC’s Cyber Rule Could Help Firms Detect Vendor ‘Red Flags,’” Ignites, August 2023

Quoted in “Gensler May Have Just One Year to Tie Up Rulemaking Agenda,” Ignites, July 2023

Quoted in “Not Ready for Libor? Your Firm is ‘Behind the Eight Ball,’” Ignites, June 2023

Seminars/Webinars

Presenter, “Developments in ETFs,” Independent Directors Council (IDC)’s Rising Partners Event, November 2024

Presenter, “Navigating SEC's Latest Custody Rule Guidance and Its Impacts on Advisers,” Knowledge Group, October 2017

Presenter, “Rising Partners,” Independent Directors Council at Investment Company Institute, November 2023

Recognition

Recognized by Chambers USA: America’s Leading Lawyers for Business, and by Chambers Global, in each case as a leader in the field of mutual funds

Recognized in The Legal 500 United States for Investment Fund Formation and Management, Mutual/Registered/Exchange-Traded Funds

Acknowledged in U.S. News & World Report for Mutual Funds Law

Washington D.C. Super Lawyers Rising Star

Mutual Fund Industry Awards Rising Star

Memberships & Affiliations

Federal Bar Association

District of Columbia Bar Association

Board Member, Board of Directors of Mclean Youth Soccer, a nonprofit organization in Virginia that provides opportunities for youth players to reach their full potential in sport and in life through participation in soccer.

Credentials

Admissions & Qualifications

  • District of Columbia

Education

  • Boston College Law SchoolJ.D.2008
    Senior Articles Editor, The Boston College Environmental Affairs Law Review
  • Northeastern UniversityB.S.2005