Fred Bellamy, a partner in Sutherland’s Financial Services Practice Group, focuses his practice on the organization and federal securities regulation of life insurance, annuity products and mutual funds. He has extensive experience in the application of federal securities laws to all types of insurance products including variable annuities, variable life insurance, universal life, excess interest products, modified guaranteed annuities and other market-value-adjusted products, indexed products, and private placements of securities insurance products. His experience covers all types of insurance company separate accounts, series mutual funds with a number of different portfolios, and all facets of investment company regulation—from the design and creation of such companies through their dissolution and deregistration.

In addition to the creation of new funds and products, Fred regularly advises clients with respect to ongoing operations, such as periodic reporting and filing, annual reviews and approvals, exemptive applications, no-action letters, advertising, U.S. Securities and Exchange Commission (SEC) examinations and compliance manuals. He also is experienced in the investment company transactional area, particularly mergers and acquisitions of mutual funds and separate accounts, reorganizations, and addition or deletion of portfolios.

Before joining the firm, Fred served as a law clerk to the Honorable H. Emery Widener Jr. of the U.S. Court of Appeals for the Fourth Circuit.