ACIC

American College of Investment Counsel

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Fields with an “*” are required. 

  • 1. Candidate's Full Name

  • 2. Employer / Firm Name and Address

  • 3. Practice Locations

  • 4. Disciplinary Actions

  • Have any disciplinary actions been brought against you at any time by any professional organization, court, tribunal or agency? (If “yes”, give details below.)

  • 5. Education

  • 6. Firms and Institutions

  • List law firms and institutions with which you are currently affiliated or have been affiliated.

  • 7. Nominators

  • Applicants must have the endorsement of two nominations from ACIC Fellows. Any Fellow in good standing may nominate you. The nomination can be submitted in writing by downloading the nomination form and submitting to the ACIC Administrative office or via the online submission process. Fellow named in (7b) must not be affiliated with same firm or institution as Fellow named in (7a). Only one nominating ACIC Fellow may be from the same firm as the applicant.

  • 8. Practice Description / Bio

  • Please tell us about your practice and describe how your practice serves institutional investors. Please describe how membership in the College could support your practice. Please limit to 150 words, but feel free to also attach your bio.
  • Max. file size: 256 MB.

  • 9. Recent Transactions

  • Please describe three transactions or other legal representations in the last two years (generically, if there are confidentiality concerns) in which you have acted on behalf of institutional investors in connection with their institutional investments. Please indicate your specific role in the transaction and the type of institutional investor (using the categories in 10 below).

  • 10. Client Representation

  • The college would like to understand more about our Fellows’ practices and interests. To that end, please complete the following questions.
  • Please indicate by percentage the clients you customarily represent:
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  • **Please describe the remainder of your practice, if significant
  • Note: Sum of percentages must add up to 100%

  • 10B. Areas of Practice

  • Please indicate what percentage of your time is devoted to practice in the following areas as counsel to institutional investors only.
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  • If you have private placement experience, please indicate if it includes any of the following (Y/N):

  • 10C. Supervisory Role and Responsibilities

  • If you do not actively practice in any of the areas described in question 9A above, do you supervise attorneys who practice in the those areas?
  • If yes, please describe your supervisory responsibilities and indicate how long you have performed those responsibilities:

  • 11. Other Factors

  • Fellows of the College are strongly encouraged to assist the College in the fulfillment of its Mission. Should you be admitted to the College, please indicate below your willingness to serve on the Committees of the College. Rank your preferences (1-5, with 1 as your first choice) and provide any information you feel relevant to skills that would be useful for such Committee membership.
  • The Website and Social Media Committee is responsible for the oversight and promotion of the College’s website and LinkedIn account.
  • The Transaction Process Management Committee is responsible for evaluating ways in which the efficiency of the institutional finance transaction process can be improved, including model documentation, due diligence and execution.
  • The Education Committee assists the Annual Meeting and Spring Forum co-chairs in developing and implementing the educational programs of the College and in identifying topics of current interest to be presented at educational luncheon meetings.
  • The Development Committee furthers member education and collegiality by periodically examining the substantive practice areas of its membership and making recommendations to the Board of Trustees and members regarding the focus of educational offerings and membership criteria.
  • The Communications Committee is responsible for communications among the College’s members and between the College and the larger investment community. The Committee’s responsibility includes the ongoing development and maintenance of the College’s web site and the publication of the College’s bi-annual newsletter.
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Become a Member

Membership Criteria

The Fellows of the College are admitted upon election by the Board of Trustees. To be eligible for consideration as a Fellow, a person must

  1. be a lawyer in active practice, in good standing and admitted to practice in the highest court of a state, commonwealth, district, province or country and
  2. devote a substantial portion of her or his time to the representation of one or more institutional investors with respect to institutional investments or otherwise have expertise in areas determined by the Board of Trustees to be relevant to institutional investments.

Application Requirements

Fill out the application pages that follow in their entirety. Please note that in steps 7a & 7b, applicants must have the endorsement of two nominations from ACIC Fellows. Fellows who submit nominations on your behalf must not be affiliated with the same firm as each other (and only one nominating ACIC Fellow may be from the same firm as the applicant). This is detailed in question 7. Any fellow in good standing may nominate you. The nominations must be made in writing or via online submission.

Membership Process

Fellows of the College are admitted upon election by the Board of Trustees.