Patrick Dundas serves as the knowledge management (“KM”) special counsel for the Investment Management Group. In this role, he collaborates with attorneys and firm business departments to establish and maintain systems and processes that enable the firm to provide prompt client service of the highest quality by harnessing the collective knowledge of the firm for the benefit of the firm’s clients.
Patrick has experience in form/precedent development, document assembly technology (including programming), document management systems, experience systems, legal project management, contact relationship management systems, learning management systems, artificial intelligence technology, intranets, extranets and enterprise search, among other legal processes and systems. He has built a reputation for practical, solution-focused KM by applying his experience as an attorney to the discipline of systems design, working regularly with major legal technology vendors to ensure technology meets the needs of attorneys and clients. Patrick regularly speaks on KM topics at industry conferences, including ILTACON, LegalTech and ARK KM, and has authored works on KM topics and the laws governing private funds. He is a member of the New York City Large Law Firm Knowledge Management Group and a co-chair of the New York City Practice Support Lawyer Knowledge Management Group. Before adopting his KM role, Patrick advised hedge funds and investment advisers in connection with their structuring, formation and ongoing operational needs, general securities laws matters, and regulatory and compliance issues. Patrick received his J.D., cum laude, from Fordham University School of Law and his B.F.A, with honors, from New York University.