Marc Lieberman is our exclusively recommended Institutional Investment Services expert in Arizona on the Advisory Excellence website. If you need assistance in this area, please contact Marc directly using the contact details listed above.
Mr. Lieberman joined Kutak Rock in 2006. He has served as outside general, investment and fiduciary counsel for many large state-wide public pension plans, including the Public Safety Personnel Retirement System, the Elected Officials’ Retirement Plan and the Corrections Officer Retirement Plan. He has also represented the City of Phoenix Employees’ Retirement System, the Texas Municipal Retirement System and the Arkansas Teacher Retirement System, among other plans. He has assisted the Navajo Nation and Illinois Pre-Paid Tuition Trust Fund and Illinois Student Assistance Commission in connection with alternative investment matters, and the Arizona State Retirement System, CalPERS, Mass Prim, the City of Los Angeles, the Indiana Public Employees Retirement System and the Virginia Retirement System have recently retained Mr. Lieberman as investment counsel. He handles most of the legal work attendant to several of his plan clients, and has also represented these plans in a wide variety of litigation. In addition to the various public plans, Mr. Lieberman has represented numerous private pension plans in ERISA litigation, and obtained the first published decision in the Ninth Circuit that awarded a plan its fees against a benefit claimant, something unheard of in benefit cases. He obtained the largest defence verdict in the United States for the year ending January 31, 2017, defeating a $200 million claim and obtaining a $4.9 million defence award.
A Certified Specialist in Real Estate Law, Mr. Lieberman regularly documents real estate investments of his clients. Currently, those investments include office buildings, health spas, master planned communities, hotels, golf courses, shopping centres, convenience store/gas stations, restaurants, historic renovations, raw land and condominium towers throughout the United States, amounting to more than $1.5 billion. He has also documented scores of land banking transactions and, to date, he and his team have negotiated over $5 billion in private equity and hedge deals.
Mr. Lieberman currently serves as a member of the Arizona Supreme Court Committee on Character and Fitness. He is a former member of the Arizona Judicial Review Performance Commission, past Chair of the Appellate Section of the State Bar of Arizona and past Chair of the Editorial Board of Arizona Attorney Magazine. He is a frequent lecturer on appellate and public pension issues, and has written numerous articles on a wide variety of legal topics, including a book on consumer rights and remedies.
Mr. Lieberman is also a member of the National Association of Public Pension Attorneys and its SEC subcommittee, and regularly attends that body’s meetings to stay apprised of all developments in the areas of public and private pension plans.