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Eaton Vance Senior Income Trust v. Saba Capital Master Fund Ltd.
Case

Eaton Vance Senior Income Trust v. Saba Capital Master Fund Ltd.

Following a bench trial, the Massachusetts Superior Court ruled in favor of the Eaton Vance parties.

Financial Guaranty Insurance Company v. Putnam Advisory Company LLC
Case

Financial Guaranty Insurance Company v. Putnam Advisory Company LLC

Our client secured a complete victory in a virtual bench trial over the performance of a $1.5 billion collateralized debt obligation.

Regulatory Investigation Pertaining to Losses Incurred by a Hedge Fund
Case

Regulatory Investigation Pertaining to Losses Incurred by a Hedge Fund

Cornerstone Research assisted with a regulatory investigation following the closure of a global macro hedge fund.

Leveraged and Inverse ETFs
Case

Leveraged and Inverse ETFs

On behalf of a financial institution, Cornerstone Research examined investor trading activity in leveraged and inverse ETFs.

Trading in ETF Basket Securities by an Authorized Participant
Case

Trading in ETF Basket Securities by an Authorized Participant

Counsel for an ETF sponsor retained Cornerstone Research to examine the potential manipulation of the NAV of certain fixed-income ETFs through trading in the market for the underlying bonds.

Trading in ETF Shares by Affiliated Parties
Case

Trading in ETF Shares by Affiliated Parties

Cornerstone Research assisted a financial institution with its internal investigation into trading in ETF shares by affiliated parties.

Valuation of Odd-Lot Holdings of Securities by ETFs
Case

Valuation of Odd-Lot Holdings of Securities by ETFs

The SEC did not pursue its investigation into the ETFs’ valuation of certain odd-lot holdings.

Kennis v. Metropolitan West Asset Management LLC
Case

Kennis v. Metropolitan West Asset Management LLC

Following trial in the U.S. District Court for the Central District of California, the judge ruled in favor of the defense, discarding claims of excessive fees.

Firefighters’ Retirement System et al. v. Citco Group et al.
Case

Firefighters’ Retirement System et al. v. Citco Group et al.

The defendants prevailed on summary judgment on all counts in this case concerning a hedge fund’s failure.

“Economic Equivalence” of Reference Obligations in a CLO
Case

“Economic Equivalence” of Reference Obligations in a CLO

Defense counsel for a major bank retained Cornerstone Research in a case arising from a synthetic collateralized loan obligation (CLO) transaction.

In re BlackRock Mutual Funds Advisory Fee Litigation
Case

In re BlackRock Mutual Funds Advisory Fee Litigation

Our client defeated a $1.5 billion suit in a trial over allegedly excessive advisory fees.

36b Mutual Fund Excessive Fee Litigation
Case

36(b) Mutual Fund Excessive Fee Litigation

The judge granted the defendant’s motion for summary judgment.

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