PRACTICESBanking and Finance
Corporate and Securities
Financing and Debt Restructuring
Joint Ventures, Mergers and Acquisitions
Private Equity and Private Funds
EDUCATIONUniversity of Pennsylvania, B.A., 1984 cum laude with honors in History
University of Pennsylvania, M.A., 1984
Mandarin Training Center of National Taiwan Normal University (1984-1986)
Stanford Law School J.D., 1989
ADMISSIONS1990, New York
Client Alert: SEC Broadens Accredited Investor Definition Expanding Access to Capital Markets09/09/2020
On August 26, 2020, the Securities and Exchange Commission (SEC) adopted amendments to the “accredited investor” definition in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended, that update and improve the accredited investor definition. The purpose of the amendments is to better identify investors that have sufficient knowledge and expertise to participate in investment opportunities that do not have the rigorous disclosure and procedural requirements and related investor protections, provided by registration under the Securities Act. The amendments are substantially as proposed by the SEC on December 18, 2019.
Warshaw Burstein sponsored a program for the Columbia Business School Alumni Association of New York about investing and working with fintech companies, "Alternative Lending: How This Fintech industry is Changing Access to Capital." Click here for a program summary.03/19/2018
Partners Lori Anne Czepiel, Marilyn Selby Okoshi and Steve Semian, and Counsel Kyle Taylor, attended the panel program, which featured senior executives from Warshaw clients and contacts such as ShopKeep, Kashable, Silicon Valley Bank, Zelkova Ventures and Barron's.
Our partner, Marilyn Selby Okoshi, was quoted in the January 26 publication The Hedge Fund Law Report, in an article entitled "Best Practices for Fund Managers When Entering Into ISDAs: Negotiating Collateral Arrangements." Ms. Okoshi provided insight on the effect of CFTC rules that impose minimum margin requirements on swap dealers, major swap participants and other regulated institutions with respect to trading certain uncleared swaps. Click here to read the full article.01/26/2017 | The Hedge Fund Law Report