YOUNGERS v. VIRTUS INVESTMENT PARTNERS INC.

No. 15cv8262.

MARK YOUNGERS, et al., individually and on behalf of all others similarly situated, Plaintiffs, v. VIRTUS INVESTMENT PARTNERS INC., et al., Defendants.

United States District Court, S.D. New York.

May 15, 2017.

Editors Note
Applicable Law: 15 U.S.C. § 77
Cause: 15 U.S.C. § 77 Securities Fraud
Nature of Suit: 850 Securities / Commodities
Source: PACER


Attorney(s) appearing for the Case

Mark Youngers, Plaintiff, represented by Laurence M. Rosen , The Rosen Law Firm PA.

Mark Youngers, Plaintiff, represented by Gonen Haklay , The Rosen Law Firm, P.A., Jonathan Stern , The Rosen Law Firm, P.A. & Laurence Matthew Rosen , The Rosen Law Firm, P.A..

Alfred Tolli, Plaintiff, represented by Gonen Haklay , The Rosen Law Firm, P.A., Jonathan Stern , The Rosen Law Firm, P.A. & Laurence Matthew Rosen , The Rosen Law Firm, P.A..

Brendan Hoffman, Plaintiff, represented by Gonen Haklay , The Rosen Law Firm, P.A., Jonathan Stern , The Rosen Law Firm, P.A. & Laurence Matthew Rosen , The Rosen Law Firm, P.A..

Joseph D. Mitchell, Plaintiff, represented by Gonen Haklay , The Rosen Law Firm, P.A., Jonathan Stern , The Rosen Law Firm, P.A. & Laurence Matthew Rosen , The Rosen Law Firm, P.A..

Kimball Lloyd, Plaintiff, represented by Gonen Haklay , The Rosen Law Firm, P.A., Jonathan Stern , The Rosen Law Firm, P.A. & Laurence Matthew Rosen , The Rosen Law Firm, P.A..

Frances Briggs, Plaintiff, represented by Gonen Haklay , The Rosen Law Firm, P.A., Jonathan Stern , The Rosen Law Firm, P.A. & Laurence Matthew Rosen , The Rosen Law Firm, P.A..

William Echols, Plaintiff, represented by Jonathan Stern , The Rosen Law Firm, P.A..

Louise Quigley, Plaintiff, represented by Jonathan Stern , The Rosen Law Firm, P.A..

Virtus Group, Movant, represented by Laurence M. Rosen , The Rosen Law Firm PA.

Virtus Investment Partners Inc., Defendant, represented by George S. Wang , Simpson Thacher & Bartlett LLP, Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP, Meredith Dawn Karp , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.

Virtus Investment Advisers, Inc., Defendant, represented by Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.

Virtus Opportunities Trust, Defendant, represented by Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.

F-Squared Investments, Inc., Defendant, represented by Aric Hugo Wu , Gibson, Dunn & Crutcher, LLP.

F-Squared Alternative Advisors, LLC, Defendant, represented by Aric Hugo Wu , Gibson, Dunn & Crutcher, LLP.

F-Squared Institutional Advisors, LLC, Defendant, represented by Aric Hugo Wu , Gibson, Dunn & Crutcher, LLP.

F-Squared Investment Management, LLC, Defendant, represented by Aric Hugo Wu , Gibson, Dunn & Crutcher, LLP.

Euclid Advisors, LLC, Defendant, represented by Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.

George R. Aylward, Defendant, represented by George S. Wang , Simpson Thacher & Bartlett LLP, Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP, Meredith Dawn Karp , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.

W. Patrick Bradley, Defendant, represented by Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.

Leroy Keith, Jr.,, Defendant, represented by Geoffrey Hunter Coll , Baker & Hostetler LLP, Michael R. Matthias , Baker Hostetler LLP & Geoffrey Hunter Coll , Baker & Hostetler LLP.

Philip R. McLoughlin, Defendant, represented by Geoffrey Hunter Coll , Baker & Hostetler LLP, Michael R. Matthias , Baker Hostetler LLP & Geoffrey Hunter Coll , Baker & Hostetler LLP.

Geraldine M. McNamara, Defendant, represented by Geoffrey Hunter Coll , Baker & Hostetler LLP, Michael R. Matthias , Baker Hostetler LLP & Geoffrey Hunter Coll , Baker & Hostetler LLP.

James M. Oates, Defendant, represented by Geoffrey Hunter Coll , Baker & Hostetler LLP, Michael R. Matthias , Baker Hostetler LLP & Geoffrey Hunter Coll , Baker & Hostetler LLP.

Richard E. Segerson, Defendant, represented by Geoffrey Hunter Coll , Baker & Hostetler LLP, Michael R. Matthias , Baker Hostetler LLP & Geoffrey Hunter Coll , Baker & Hostetler LLP.

Ferdinand L. J. Vredonck, Defendant, represented by Geoffrey Hunter Coll , Baker & Hostetler LLP, Michael R. Matthias , Baker Hostetler LLP & Geoffrey Hunter Coll , Baker & Hostetler LLP.

Francis G. Waltman, Defendant, represented by Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.

Mark S. Flynn, Defendant, represented by Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.

Howard Present, Defendant, represented by Alexandra G. Watson , Collora LLP, pro hac vice, Anthony E. Fuller , Collora LLP, Beth Kressel Itkin , Serpe Ryan LLC, Justin P. O'Brien , Collora LLP, pro hac vice & Paul W. Ryan , Serpe Ryan LLC.

Amy Robinson, Defendant, represented by Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.

Michael A. Angerthal, Defendant, represented by Joseph Michael McLaughlin , Simpson Thacher & Bartlett LLP, Michael David Kibler , Simpson Thacher & Bartlett LLP, Daniel Joseph Stujenske , Simpson Thacher & Bartlett LLP & Shannon Kyle McGovern , Simpson Thacher & Bartlett LLP.


OPINION & ORDER

Lead Plaintiffs Mark Youngers, et al. ("Plaintiffs") bring this securities class action on behalf of themselves and others who purchased various mutual funds issued by Virtus Opportunities Trust ("Virtus Trust") between May 8, 2010 and December 22, 2014...

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