Lexis Practice Advisor® - Banking & Finance

Contributing Authors & Firms

Our contributing authors are leading practictioners in their respective transactional practice area.

 
Philip AbbottField Fisher Waterhouse LLP

Philip Abbott

Firm: Field Fisher Waterhouse LLP

Philip Abbott is a partner at Fieldfisher, based in its London office and heads the Financial Institutions Sector. He is a partner in the firm's Banking and Asset Finance team with over 20 years' experience in practice as a finance lawyer. His clients include German pfandbrief banks, investment banks, international banks, hedge funds, real estate funds and corporate borrowers.

Philip maintains a broad lending practice, his practice in recent years focusing primarily on lending in both the real estate finance and investment funds sectors (private equity and hedge fund, capital call facilities and margin loans). He is recommended by the Legal 500 2013 in the acquisition finance, emerging markets and real estate finance categories. He advises on transaction structuring, facility documentation of new loan transactions and restructurings.

He is a member of the Law Society.

Education
  • University of Leeds LLB (Hons)
  • College of Law
Experience
  • Field Fisher Waterhouse LLP
  • Wilde Sapte
  • Allen & Overy
  • Simmons & Simmons
Accreditations
  • Licensed to practice as a solicitor in England and Wales
 
Schulte Roth

Phillip J. Azzollini

Firm: Schulte Roth & Zabel LLP

Phillip J. Azzollini is a partner in the New York office of Schulte Roth & Zabel LLP (“SRZ”), where he focuses his practice on offerings of asset-backed securities, including the representation of issuers, placement agents and portfolio managers. Phil’s other areas of concentration include the representation of buyers and sellers of financial assets, as well as advising buyers and sellers in repurchase agreement transactions. Phil has represented public companies, investment advisers and private equity funds in transactions involving many different categories of asset–backed securities, including mortgage–backed securities, collateralized loan obligation securities and student loan securities. He has also represented clients in transactions involving the re–packaging of asset–backed securities.

Listed as a “leading lawyer” by Chambers Global and Chambers USA in the area of Capital Markets: Structured Products, Phil is recognized by clients and peers as “an excellent lawyer, smart and bright” and commended for his keen attention to detail and understanding of accounting in addition to the law.

Phil has been with SRZ since 1995. Prior to joining SRZ, Phil was a certified public accountant with the audit group at Coopers & Lybrand. He received his J.D. from Fordham University School of Law, where he was an editor of the Fordham Law Review, and his undergraduate degree from Pace University, cum laude.

Education
  • Fordham University School of Law, J.D. Editor,Fordham Law Review
  • Pace University, B.B.A., cum laude
Experience
  • Partner, Schulte Roth & Zabel LLP
  • Certified Public Accountant, Coopers & Lybrand (Audit Group)
Accreditations
  • Bar Admissions, New York
Associations
  • Leading Lawyer in Capital Markets: Structured Products, Chambers Global, Chambers USA, The Legal 500 United States
 
Sidley Austin LLP

Kenneth K. Bellaire

Firm: Sidley Austin LLP

Ken Bellaire is a partner in the Global Finance group in Sidley’s Chicago office. Mr. Bellaire’s practice covers a broad range of commercial finance transactions. He has represented clients as agents, lenders, borrowers and sponsors in structuring, negotiating and administering syndicated credit facilities for companies across a broad range of industries, including senior, second-lien and mezzanine financings, acquisition financings and cross-border financings. Ken has advised clients on structured financings, financings for investment funds, securitizations and financings for high net worth individuals. He also has substantial experience assisting lenders and borrowers in all stages of work-outs and debt restructurings, including debtor-in-possession financings and bankruptcy exit financings.

Education
  • Harvard Law School, J.D.
  • Northwestern University, B.S.
Experience
  • Sidley Austin LLP
Accreditations
  • Licensed to practice in Illinois
 
Andrew BettwyProskauer Rose LLP

Andrew Bettwy

Firm: Proskauer Rose LLP

Andrew Bettwy is a partner in Proskauer Rose’s corporate department and a member of the Finance Group. His principal focus is the representation of banks, financial institutions, borrowers and investors in a variety of domestic and international financing transactions, including syndicated lending, acquisition financings, second lien financings, bridge facilities, asset-based facilities, subordinated debt instruments, recapitalizations, mezzanine financings, private placements and other complex and traditional transactions.

Education
  • University of Notre Dame Law School, J.D., magna cum laude
  • University of Arizona, B.A., summa cum laude
Experience
  • Proskauer Rose LLP
Accreditations
  • Licensed to practice in New York
Associations
  • New York State Bar Association
 
Bradley BermanMorrison  Foster

Bradley Berman

Firm: Morrison & Foerster LLP

Bradley Berman is of counsel in the Capital Markets group at Morrison & Foerster LLP, New York. He advises domestic and non-U.S. issuers on domestic and international securities offerings of structured products linked to equities, commodities and currencies. Previously, his work involved capital-raising debt and equity transactions for large bank holding companies, including several common stock issuances.

Bradley has extensive experience with exchange traded notes and advised a non-U.S. frequent issuer on all of its exchange traded notes over the last three years. He also advises issuers and underwriters on shelf registration statements, medium term note programs and exempt transactions, and has worked on many bank note issuances by state and national banks.

Education
  • Fordham University School of Law, JD
  • Rochester Institute of Technology, BFA
Experience
  • Morrison & Foerster LLP, of counsel
  • Sullivan & Cromwell LLP, of counsel
  • Sidley Austin LLP, associate
  • Cahill Gordon & Reindel LLP, associate
Accreditations
  • Licensed to practice in New York and Connecticut
 
Katherine D. BrandtThompson Hine LLP

Katherine D. Brandt

Firm: Thompson Hine LLP

Kathie is the partner-in-charge in the New York office and a former leader of the Commercial & Public Finance group. She focuses her practice on the development, negotiation and documentation of complex commercial loan transactions, private debt, equity and mezzanine placements, structured finance transactions, creditors' rights matters and sales and other dispositions of assets. Kathie is admitted to the bar in the states of Ohio and New York.

Education
  • Case Western Reserve University School of Law, J.D., 1989, cum laude, Case Western Reserve Law Review
  • Grove City College, B.S., 1982, Engineering
Experience
  • Thompson Hine LLP
Accreditations
  • Licensed to practice in New York and Ohio
Associations
  • American Bar Association
  • Cleveland Bar Association
  • Institute of International Bankers
  • Ohio State Bar Association
  • New York State Bar Association
 
Joel F. BrownGoldberg Kohn, Ltd.

Joel F. Brown

Firm: Goldberg Kohn, Ltd.

Joel Brown is a principal in Goldberg Kohn’s Commercial Finance Group. His practice focuses on the representation of banks and non-bank finance companies engaged principally in middle market lending operations. He has extensive experience in structuring, documenting and negotiating both cash-flow and asset-based financing, as well as broad exposure to senior, mezzanine and hybrid lending products. Joel handles mergers and acquisition financings, recapitalization financings, refinancings, and other complex financial arrangements requiring institutional debt. He has been engaged to “trouble spot” deal structures and documentation, particularly in co-lend arrangements, as well as to lead multi-bank/multi-borrower facilities. Joel has experience handling inter-creditor and subordination arrangements and agreements, loan workouts, loan restructurings, and ongoing file maintenance, including routine amendments, waivers and consents. Additionally, he represents lenders in international, multi-jurisdictional and multi-currency facilities.

Joel has both written and lectured on a wide variety of finance-related legal topics, including Revised Article 9 of the Uniform Commercial Code. He has been published in The Banking Law Journal, The Secured Lender, and Commercial Lending Review. Mr. Brown has been recognized by Chambers USA as a leading commercial finance attorney in the state of Illinois. He has also been recognized by Best Lawyers and ranked by his peers as AV Preeminent©, the highest rating from Martindale-Hubbell®.

Education
  • New York University, J.D.
  • Wesleyan University, B.A. in government, Phi Beta Kappa
Experience
  • Goldberg Kohn, Ltd.
Accreditations
  • Licensed to practice in Illinois and U.S. District Court, Northern District of Illinois
Associations
  • American Bar Association
  • Commercial Finance Association
 

Michaël De Bruyn

Firm: NautaDutilh

Michaël De Bruyn focuses mainly on banking & financial law and corporate law.

Michaël received his law degree magna cum laude from the University of Brussels in 2011. During his studies, Michaël held a function as knowledge and information assistant at an international law firm.

Michaël also participated in several university activities including the NautaDutilh Interuniversity Moot Competition and was nominated moot representative for the Flemish Law Society. In 2011, his thesis was submitted for publication by the University of Brussels.

Michaël joined NautaDutilh in 2011 and was admitted to the Brussels Bar that same year.

Education
  • University of Brussels (VUB), magna cum laude
Experience
  • Associate, NautaDutilh (Belgium)
  • Professional Support Lawyer, Loyens&Loeff (Belgium)
Accreditations
  • Admitted to the Brussels Bars
 
Robert CookeField Fisher Waterhouse LLP

Robert Cooke

Firm: Field Fisher Waterhouse LLP

Robert Cooke is a partner at Fieldfisher, based in its London office. He is part of the firm's Banking and Asset Finance team, and specialises in secured lending, documentation and regulatory matters.

Robert has over 30 years' experience in practice as a finance and real property lawyer and, in addition to a wide range of work in these areas, regularly advises banks on their standard form documentation. He also specialises in compliance issues arising from the UK's anti-money laundering and sanctions legislation. In addition, he has spent time at the Law Commission for England and Wales, working on the reform of the law on contract formalities and trust law.

He is a member of the Law Society.

In his spare time Robert enjoys travelling, sport, music and eating out.

Education
  • Oxford University (open scholarship): MA
  • College of Law
Experience
  • Field Fisher Waterhouse LLP
  • Frere Cholmeley Bischoff
  • Law Society for England and Wales (head of property and trust law team)
Accreditations
  • Licensed to practice as a solicitor in England and Wales
 
Linda L. CurtisGibson, Dunn & Crutcher LLP

Linda L. Curtis

Firm: Gibson, Dunn & Crutcher LLP

Linda Curtis is a partner at Gibson, Dunn & Crutcher LLP, Los Angeles, and a member of the firm's Global Finance, Business Restructuring and Reorganization and Corporate Transactions practice groups. Her practice focuses on all aspects of corporate finance, including leveraged financings, with a specific focus in recent years on acquisition financings. Linda also represents clients in debt capital markets transactions and other secured and unsecured senior, mezzanine and subordinated financings, and has experience in securitization transactions, debt restructurings and workouts. Her clients include private equity firms, commercial lending institutions and public and private companies in a variety of industries.

In October 2011, Linda was named by the Los Angeles Business Journal as one of Los Angeles’ top corporate attorneys on its annual list of Who’s Who in Law. For a number of years, Linda has been selected by Chambers and Partners as a leading lawyer in Banking and Finance for its Chambers USA America's Leading Lawyers for Business directories, and as one of Southern California's “Super Lawyers” by Law and Politics and Los Angeles magazines. Most recently, she was recognized in the 2014 and 2013 editions of The Best Lawyers in America© in the category of Banking and Finance Law.

Education
  • Stanford Law School, J.D.
  • Stanford Law Review, articles editor
  • Stanford Graduate School of Business, M.B.A.
  • Oxford University, Balliol College, B.A.
  • Princeton University, A.B., summa cum laude, Phi Beta Kappa
Experience
  • Gibson, Dunn & Crutcher LLP
  • Professional Development Committee, member
Accreditations
  • Licensed to practice in California
Associations
  • President, Los Angeles County Bar Association
  • Phi Beta Kappa Honor Society
 

Emilio Díaz Ruiz

Firm: Uría Menéndez

Emilio Díaz Ruiz is a Licentiate and Doctor in Law, Professor of Commercial law at the Universidad Complutense of Madrid (1986-), and is also a practicing lawyer since he was admitted to the Madrid Bar (1980).

He joined Uría Menéndez in 1981 and became a partner in 1989. His practice covers a wide range of corporate work but specializes in banking, capital markets, securitizations, project finance and financial regulatory matters, including undertakings for collective investment. He acts as external counsel to many banks, clearing houses, governing entities of organized securities markets and investment companies. He is a frequent lecturer regarding banking and securities and has published numerous monographies and legal articles on Business Law matters, with special emphasis in banking, securities markets and derivatives.

Emilio is regarded as a leading lawyer in Spain in banking and finance by international legal directories such as Chambers & Partners and IFLR 1000.

He is a member to the Madrid Bar Association, the New York State Bar Association, International Bar Association and corresponding academic of the Spanish Royal Academy of Jurisprudence and Legislation.

Education
  • Law Degree, 1979
  • Ph.D. in Law, Universidad Complutense de Madrid, 1992
Experience
  • Thompson Hine LLP
Associations
  • Madrid Bar Association
  • New York State Bar Association
  • International Bar Association
 
Daniel G. EganDLA Piper

Daniel G. Egan

Firm: DLA Piper

Daniel G. Egan, an associate at DLA Piper, has experience with in-court and out-of-court restructurings of financially distressed companies and has assisted in the representation of corporate debtors, secured and unsecured creditors, debtor-in-possession lenders, trustees, bond insurers and other interested parties in various restructurings.

He also has experience with in-court and out-of-court restructurings of financially distressed municipalities, including those under Chapter 9 of the Bankruptcy Code.

Education
  • St. John’s University School of Law, J.D.
  • Ithaca College, B.S.
Experience
  • DLA Piper
  • King & Spalding LLP
Associations
  • American Bankruptcy Institute
  • American Bar Association
 
Garry M. GraberHodgson Russ LLP

Garry M. Graber

Firm: Hodgson Russ LLP

Garry M. Graber, a partner at Hodgson Russ LLP in their New York and Buffalo offices, has more than 30 years of experience in corporate and financial restructuring, creditors' rights, financial services, commercial and corporate litigation and general business law. He represents troubled business entities, their secured and unsecured creditors and their shareholders and principals inside and outside of bankruptcy, as well as creditors' committees, equity committees, trustees, examiners and purchasers in bankruptcy and insolvency proceedings across the United States and in cross-border matters, primarily with Canada. Garry has also handled complex loan workout transactions, lender liability, director and officer liability, bank fraud, UCC and mortgage foreclosures and other litigation.

Garry or one of his colleagues plays a major role in virtually every large Chapter 11 case filed in upstate New York and many filed in the Southern District of New York and Delaware. He has played substantial roles in numerous regional and national cases, including In re Victor Insulators, In re General Motors, In re Daimler Chrysler, In re Lehman Brothers, In re Proliance International, In re Circuit City Stores, In re Fiddlers Green Manor Nursing Home, In re TXP, In re Studio Arena Theatre, In re Holiday Harbor and many other cases.

Garry has lectured extensively on U.S. and cross-border bankruptcy and commercial law topics at numerous state and local bar association programs, Turnaround Management Association and American Bankruptcy Institute programs, law school programs, private seminars and client-training programs. He has also authored several publications, is the recipient of numerous awards and honors and is actively involved with a number of professional associations.

Education
  • University of Buffalo Law School, State University of New York, J.D.
  • University of Buffalo, State University of New York, B.A., magna cum laude
Experience
  • Hodgson Russ LLP
  • University of Buffalo Law School, adjunct professor, Chapter 11 Bankruptcy
Accreditations
  • Licensed to practice in New York and Florida, all U.S. District and Bankruptcy Courts in all New York districts, and U.S. District and Bankruptcy Courts in the Southern District of Florida
Associations
  • Member, Board of Governors of District of Columbia Bar
  • Member, Securities Regulation and Mergers & Acquisitions Committees, ABA
  • Bar Association of Erie County
  • New York State Bar Association
  • The Florida Bar
  • Canadian Bar Association
  • Ontario Bar Association
  • American Bankruptcy Institute
  • Turnaround Management Association
 
Lloyd HarmetzMorrison  Foster

Lloyd S. Harmetz

Firm: Morrison & Foerster LLP

Lloyd Harmetz is a partner at Morrison & Foerster LLP, New York. His practice concentration is on securities offerings and other capital market transactions for U.S. and non-U.S. companies, focusing on securities offerings by financial institutions, including investment grade securities and structured products linked to equities, commodities, interest rates and other underlying assets. He also specializes in structuring continuous offering programs that are registered under the Securities Act, or that are exempt from registration under Regulation S, Rule 144A and Section 3(a)(2) of the Securities Act.

Lloyd’s experience encompasses public offerings, private placements and PIPEs offerings of equity and debt securities, in which he represents both issuers and underwriters. Many of the transactions that Lloyd has participated in have involved companies in technology-driven industries—internet infrastructure and content, computer software development, life sciences, medical care products and telecommunications.

His counseling practice includes advice on all aspects of the U.S. securities laws, corporate governance and other corporate matters, and he is the co-author of the book, Considerations for Foreign Banks Financing in the U.S. (2012).

Education
  • Columbia Law School, JD
  • University of Albany, State University of New York, BA
Experience
  • Morrison Foerster LLP, partner
  • Fischer, Behar, Chen & Co., Tel Aviv, Israel
  • Skadden, Arps, Slate, Meagher & Flom LLP, associate
Accreditations
  • Licensed to practice in New York
 

Cassandra H. M. Headrick

Firm: The Travelers Companies, Inc.
Cassandra Headrick presently is Executive Counsel, Real Estate Investments at The Travelers Companies,  Inc.  Cassandra was previously a partner Co-Chair of the Lending Practice Group at Dorsey & Whitney LLP, where she concentrated her practice on commercial financings, including syndicated loan transactions, leveraged financings, commercial real estate transactions, and other secured and unsecured financings.
Education
  • William Mitchell College of Law
  • University of Minnesota, Twin Cities
Experience
  • The Travelers Companies, Inc.
  • Dorsey & Whitney LLP
  • GMAC Residential Capital
Accreditations
  • Licensed to practice in Minnesota
Associations
  • LCLD Fellows Program of the Leadership Council on Legal Diversity, fellow
  • Minnesota Commercial Real Estate Women (MNCREW), member
  • Arthritis Foundation, north central board member
 
Steven J. HeimDorsey & Whitney LLP

Steven J. Heim

Firm: Dorsey & Whitney LLP

Steven Heim is a partner in Dorsey & Whitney's Finance and Restructuring Group focusing on corporate trust matters, business restructuring and bankruptcy, payment card transactions and secured lending. He represents a wide range of financial institutions nationally in connection with the initial documentation of transactions as well as providing advice when amendments, discretionary actions or the exercise of default remedies is requested or becomes necessary.

Education
  • University of Iowa College of Law, J.D., high distinction
  • Transactional Law & Contemporary Problems Journal, editor-in-chief
  • University of Iowa, B.A., distinction
Experience
  • Dorsey & Whitney LLP
Accreditations
  • Licensed to practice in Minnesota
Associations
  • American Bankruptcy Institute, member
  • Bankruptcy Section of the Minnesota State Bar Association, member
 
Anny HuangSidley Austin LLP

Anny Huang

Firm: Sidley Austin LLP

Anny Huang is a partner in Sidley Austin LLP, Chicago, serving as chair of Special Opportunities in the Global Finance practice. Anny represents and advises international banking clients, leading investment funds and public and private corporations. Her practice includes complex syndicated loan transactions and special opportunity financings, including acquisition and sponsor financings, structured financings, financings for investment funds (including fund-of-fund facilities, margin loans, broker-dealer financings, capital call facilities, repurchase agreements, derivatives and warehouse loans), securitizations, secured facilities for assets such as hedge fund interests, private equity investments, insurance commissions, containers and single family rental, mezzanine and second lien, restructurings and workouts.

Anny has been recognized by several publications, including Chambers USA, as a leading lawyer in the area of capital markets. In 2013 she was named by Law360® as one of the top five “rising stars” in Banking and as one of the National Law Journal’s 40 Under 40 Rising Stars in Chicago. She currently serves on the firm’s investment and retirement plans committee and is also a member of the committee on the retention and promotion of women.

Education
  • Columbia University School of Law (J.D., 1998), Kent Scholar, Law Review
  • University of California - Berkeley (B.A., B.S., 1995), with highest honors
Experience
  • Sidley Austin LLP
  • Debevoise & Plimpton LLP
  • Wachtell, Lipton, Rosen & Katz
Accreditations
  • Licensed to practice in Illinois and New York
 
Andrew L. Jiranek

Andrew L. Jiranek

Firm: Jiranek & Company, P.A.

Mr. Jiranek is a founder and managing partner of Jiranek & Company, P.A. His law practice focuses on finance, corporate and real estate matters. He serves and has served as general counsel for a number of regional, national and international public and privately-held finance companies, business organizations and developers. He has written numerous published articles and papers on commercial finance, corporate, and real estate topics and lectured extensively for public and private business development groups in the Baltimore area. Prior to forming the firm, Mr. Jiranek worked as General Counsel with a public high-technology company, an associate in the corporate and finance departments of several large and mid-sized law firms in Washington, DC and Baltimore, Maryland, an Honors Program attorney at the U.S. Department of Justice and a judicial law clerk to U.S. District Court Judge Truman Hobbs in Montgomery, Alabama.

Education
  • William and Mary Law School, J.D., Editor of Law Review
  • Princeton University, A.B. in Economics
Experience
  • Jiranek & Company, P.A.
Accreditations
  • Admitted to practice in Maryland, Virginia, and District of Columbia
Associations
  • American Bar Association, Member
  • Maryland Bar Association, Member
  • District of Columbia Bar Association, Member
  • Virginia Bar Association, Member
 
Paul J. Keenan Jr.Greenberg Traurig LLP

Paul J. Keenan Jr.

Firm: Greenberg Traurig LLP

Paul J. Keenan Jr., a shareholder in Greenberg Traurig’s Business Reorganization and Financial Restructuring Practice, focuses his practice on domestic and cross-border corporate restructurings, bankruptcy litigation, sales of distressed assets and loan workouts. He represents clients in bankruptcy courts in Florida and nationwide—corporate debtors, banks and other lending institutions, Chapter 11 trustees, secured and unsecured creditors and asset purchasers in out-of-court corporate restructurings and bankruptcy cases—and has wide-ranging experience before Delaware bankruptcy courts. He also frequently represents purchasers of distressed assets and lenders and borrowers in out-of-court transactions.

Paul speaks Spanish and represents lending institutions and corporate debtors in cross-border corporate restructurings, primarily in Latin America and the Caribbean. Most recently, he was one of the lead restructuring lawyers for Satélites Mexicanos, S.A. de C.V., whose restructuring of $420 million of debt was awarded the “Restructuring Deal of the Year Award” by Latin Lawyer magazine. He’s received additional awards and recognition and has authored or co-authored numerous articles and presented many speeches. He is also an editor and contributing author of University of Miami Law Review.

Mike writes and speaks frequently on finance and letter of credit-related topics, and actively participates in bar associations and trade groups. Additionally, he’s a past Chair of the Subcommittee on Letters of Credit of the New York State Bar Association's Banking Law Committee.

Education
  • University of Miami School of Law, J.D., magna cum laude
  • University of Buenos Aires School of Law, foreign student in residence
  • University of Rhode Island, M.M.A.
  • Tufts University, B.A.
Experience
  • Greenberg Traurig, LLP
  • Baker & McKenzie, Buenos Aires, Argentina, summer associate
Accreditations
  • Licensed to practice in in Florida and Massachusetts and before the U.S. District Court for the Southern District of Florida, the U.S. Bankruptcy Court for the Southern District of Florida, the U.S. District Court for the Middle District of Florida, the U.S. Bankruptcy Court for the Middle District of Florida, the U.S. Bankruptcy Court for the District of Massachusetts and the U.S. Court of Appeals for the Eleventh Circuit
Associations
  • American Bar Association, member
  • Bankruptcy Bar Association, Southern District of Florida
  • Latin America Committee, INSOL International, chair
 
Glen LimProskauer Rose LLP

Glen Lim

Firm: Proskauer Rose LLP

Glen Lim is a partner in Proskauer Rose’s Corporate Department and a member of the firm’s Finance Group. His principal focus is the representation of banks and other financial institutions as lenders and strategic investors, buyout funds and corporations as borrowers in connection with domestic and international financings, including financings of mergers and acquisitions, debtor-in-possession and exit financings, first and second lien financings and working capital and asset-based financings.

Education
  • New York University Law School, J.D.
  • University of California, Los Angeles, B.A.
Experience
  • Proskauer Rose LLP
Accreditations
  • Licensed to Practice in New York and California
 

Ron Lovelace

Firm: King & Spalding

Ron Lovelace is a partner in the Finance Practice Group at King & Spalding, where he focuses his practice on commercial lending. Mr. Lovelace represents borrowers and banks, arrangers, and other financial institutions in syndicated and bilateral credit facilities. Mr. Lovelace has extensive experience in negotiating and documenting asset-based, acquisition and working capital financing in a variety of industries including retail, media, defense, telecommunications, professional sports and energy. Mr. Lovelace also has experience in restructuring distressed credits.

Mr. Lovelace also sits on the Board of Directors for the Boys & Girls Clubs of Greater Gaston County, North Carolina.

Education
  • University of North Carolina at Chapel Hill, J.D.
  • University of North Carolina at Chapel Hill, B.S.
Experience
  • King & Spalding
Accreditations
  • Licensed to practice in North Carolina
Associations
  • North Carolina Bar Association
  • Mecklenburg County Bar Association
 
Craig T. LutterbeinHodgson Russ LLP

Craig T. Lutterbein

Firm: Hodgson Russ LLP

Craig T. Lutterbein is an associate in the Bankruptcy, Restructuring & Commercial Litigation practice group in the Buffalo office of Hodgson Russ LLP, focusing his practice in bankruptcy, creditors’ rights and commercial litigation. Craig authored the note “Fraud and Deceit Abound But Do the Bankruptcy Courts Really Believe Everyone Is Crooked: The Bayou Decision and the Narrowing of Good Faith,” 18 Am. Bankr. Inst. L. Rev. 405 (2010). At St. John’s University School of Law, Craig was named the Robert M. Zimmerman Bankruptcy Scholar for L.L.M. in Bankruptcy for the 2010-11 academic year.

Education
  • St. John’s University School of Law, L.L.M. in bankruptcy (expected Spring 2012)
  • St. John’s University School of Law, J.D., Dean’s List
  • American Bankruptcy Institute Law Review, associate managing editor
  • Vassar College, B.A.
Experience
  • Hodgson Russ LLP
  • Hon. Burton R. Lifland of the U.S. Bankruptcy Court for the Southern District of New York
Accreditations
  • Licensed to practice in New York
Associations
  • American Bankruptcy Institute
 
Nancy A. MitchellGreenberg Traurig LLP

Nancy A. Mitchell

Firm: Greenberg Traurig LLP

Nancy A. Mitchell is an operating shareholder at Greenberg Traurig, LLP and chairs the New York Business Reorganization & Financial Restructuring practice. She has more than 20 years of experience in restructuring and corporate finance as both an attorney and an investment banker, and her areas of concentration include business restructuring, creditor rights representation, debtor rights representation and finance.

Nancy is a frequent author and speaker on various restructuring topics and has received numerous awards and recognition. Most recently, she was one of the lead restructuring lawyers for Satélites Mexicanos, S.A. de C.V., whose restructuring of $420 million of debt was awarded the “Restructuring Deal of the Year Award” by Latin Lawyer magazine. She has also been recognized by The Best Lawyers in America, Chambers USA Guide, Super Lawyers magazine, and Leading Lawyers Network.

Education
  • University of Michigan Law School, J.D., cum laude
  • The Michigan Law Review, contributing editor
  • Indiana University, Bloomington, B.A.
Experience
  • Greenberg Traurig, LLP
  • CIBC World Market Corp., executive director
Accreditations
  • Licensed to practice in New York and Illinois
Associations
  • American Bar Association
 
David W. Morse

David W. Morse

Firm: Otterbourg P.C.

David Morse is a member of the law firm of Otterbourg P.C. in New York City and is chair of the firm’s banking and finance practice. 

Since joining the firm he has specialized in the representation of banks, hedge funds, commercial finance companies and other institutional lenders in structuring and documenting loan transactions, including working capital facilities, financings for leveraged acquisitions, term loans, and second lien loans, as well as loan workouts and restructurings.  In the course of his career, Mr. Morse has worked on numerous financing transactions confronting a wide range of legal issues raised by Federal, State and international law.

He has given presentations as part of programs sponsored by The Practising Law Institute, the American Bar Association, the Loan Syndication and Trading Association, lectured to the Association of Commercial Finance Attorneys and the New York Chapter of the Commercial Finance Association and has been an instructor in the Commercial Finance Association’s Advanced Legal Issues Workshop and Loan Documentation Workshop. 

Mr. Morse has been selected for Super Lawyers since 2008 and Best Lawyers in 2013 and 2014.  He is the winner of the 2008 Harry H. Chen Memorial Award of Excellence presented by the Commercial Finance Association.  He is a representative from the Commercial Finance Association in its participation in one of the current projects of the United Nations Commission on International Trade Law (UNCITRAL) concerning secured transactions law.

Mr. Morse has also conducted in‑house seminars to institutional lenders on such topics as commercial loan documentation, the structuring of multi‑corporate financings, proposal letters and commitment letters, international lending transactions, intercreditor agreements, loan workouts and Chapter 11 financings.

Education
  • New York University School of Law, J.D.
  • Amherst College, B.A.
Experience
  • Otterbourg P.C.
Associations
  • Executive Board of the Association of Commercial Finance Attorneys
  • American College of Commercial Finance Lawyers
  • Commercial Finance Association Education Foundation Governing Board
  • Commercial Financial Services Subcommittee of the American Bar Association
  • New York State Bar Association
 
David J. NaftzingerThompson Hine LLP

David J. Naftzinger

Firm: Thompson Hine LLP

David is a partner in the firm's Commercial & Public Finance, and Business Restructuring, Creditors' Rights & Bankruptcy practice groups. He focuses his practice on bankruptcy and creditor's rights, banking and commercial law, and financing transactions.

Education
  • Duke University School of Law, J.D., 1973, Board of Editors, Duke Law Journal
  • University of Pennsylvania, B.S., 1970, cum laude
Experience
  • Thompson Hine LLP
Accreditations
  • Licensed to practice in Ohio and the U.S. District Court for the Northern District of Ohio
Associations
  • Cleveland Metropolitan Bar Association
  • Ohio State Bar Association
  • American Bar Association
 
Christopher NewtonOgier

Christopher Newton

Firm: Ogier

Chris is a managing associate in Ogier’s British Virgin Islands office and has a broad corporate practice with particular expertise in banking and finance transactions, including acquisition, real estate and funds finance advising financial institutions, sponsors, investors and borrowers.

Chris regularly advises high profile Chinese, Hong Kong, Russian, US and UK financial institutions and large corporates across a number of sectors including, education, energy & resources, healthcare, real estate, retail, shipping, telecommunications and transportation & logistics.

Education
  • Oxford University (MChem)
  • BPP Law School
Experience
  • Ogier
 
Edward J. O’Connell

Edward J. O’Connell

Firm: Lord Securities Corporation

Ed O’Connell is General Counsel and a Senior Vice President of Lord Securities Corporation and an Adjunct Professor at Fordham Law School.  Ed has formerly been a partner at several AMLAW 100 law firms.  His practice has been concentrated in the areas of structured finance and derivatives. Ed is a frequent speaker and writer on the subjects of structured finance and derivatives. Recent articles include “An Overview of CDO Transactions,” The Review of Securities and Commodities Regulation (April 2, 2008); “ABCs of Synthetics ABS,” Journal of Structured Finance (Spring 2006); “Tracking the Growing Popularity of CDOs of ABS,” Capital Markets (June/July 2005); and “Understanding ISDA's Credit Derivative Rules,” International Financial Law Review (August 2003).

Education
  • Fordham University, J.D.
  • Wagner College, B.S.
Experience
  • Lord Securities Corporation
  • Fordham Law School, Adjunct Professor
  • Jones Day, partner
Accreditations
  • Licensed to practice in New York
Associations
  • Adjunct Professor at Fordham Law School
 

Matthew O’Toole

Firm: Potter Anderson & Corroon LLP

Mr. O’Toole chairs Potter Anderson's Business Group and serves as a member of the firm's Executive Committee. He concentrates his practice on transactions involving Delaware business entities, including corporations, limited liability companies, partnerships and statutory trusts. He frequently provides third-party legal opinions concerning Delaware law, in both domestic and international business transactions.

Matt currently serves as a member of the Council of the Corporation Law Section of the Delaware State Bar Association and of the bar association committee responsible for Delaware’s limited liability company and partnership statutes. Matt has served previously on other committees established by the Council, including the Technology Update Committee, which undertook a comprehensive review of Delaware’s General Corporation Law to study and recommend changes to that statute to accommodate current technology. He is one of the principal drafters of the Delaware Revised Captive Insurance Company Act and the Delaware Insurance Company Mutual-to-Stock Conversion Act. He also serves on the legislative committee of the Delaware Captive Insurance Association.

Matt is co-author of Symonds & O'Toole on Delaware Limited Liability Companies, published by Wolters Kluwer Law & Business/Aspen Publishers. His articles on amendments to Delaware’s corporate and alternative entity statutes and the Delaware UCC are published regularly in CSC’s Delaware Laws Governing Business Entities and he is author of the “Delaware Limited Liability Company Practice Guide,” in State Limited Liability Company & Partnership Laws, published by Aspen Law & Business

Matt has been recognized in The Best Lawyers in America for corporate law, mergers and acquisitions law and securitization and structured finance law. He also has been recognized as one of the leading corporate and M&A lawyers in Delaware by Chambers & Partners.

Education
  • College of William & Mary Marshall-Wythe School of Law, J.D.
  • Fordham University, M.A.
  • Fordham University, B.A., summa cum laude
Experience
  • Potter Anderson & Corroon LLP, partner
  • Stevens & Lee, shareholder and director
  • Morris James LLP, partner
Accreditations
  • Licensed to practice before the Supreme Court of the State of Delaware and the United States District Court for the District of Delaware
Associations
  • American Bar Foundation, Life Fellow
  • American Bar Association, member
  • Delaware State Bar Association, member
 
Mike Pikiel

Mike Pikiel

Firm: Norton Rose Fulbright

Mike Pikiel is a partner in the project finance group at Norton Rose Fulbright in New York and leads the Infrastructure practice in the US. Mike represents sponsors, developers, investors, lenders and underwriters in a wide range of projects and complex transactions, including project financings and acquisition financings. Mike focuses his practice on the infrastructure, transportation, energy and mining industries.

Mike lead the team representing Meridiam Infrastructure on the Long Beach Court Building Project, which was recognized by The Bond Buyer as its 2011 “Deal of the Year” for “an innovative financing of a traditional public finance project that did not involve municipal securities,” by Project Finance magazine as its “North American PPP Deal of the Year 2010”and by Infrastructure Journal as a finalist for its 2010 “Global PPP Deal of the Year.” The Financial Times recognized Norton Rose Fulbright’s work on the project as “highly commended” in its 2011 US Innovative Lawyers report. The Financial Times noted that Norton Rose Fulbright guided Meridiam Infrastructure with “a deep understanding of commercial theory, public policy and county, state and federal law.” The 2013 refinancing of the project was recognized by Infrastructure Journal as a finalist for its 2013 “ Deal of the Year – Social Infrastructure.”

Chambers USA, which lists Mike as “up and coming” in its 2014 guide, commented that “he is very hard–working, always available and very capable.” Mike is also a recommended lawyer in Finance: Project Finance by The Legal 500 US.

Education
  • Northeastern University School of Law, J.D.
  • University of Pennsylvania, B.A.
Experience
  • Norton Rose Fulbright
Accreditations
  • Licensed to practice in New York and Massachusetts
Associations
  • International Project Finance Association
  • Young Professionals in Energy
  • National Association of Bond Lawyers
 
Anna PinedoMorrison  Foster

Anna Pinedo

Firm: Morrison & Foerster LLP

Anna T. Pinedo is a partner at Morrison & Foerster LLP, New York. She has concentrated her practice on securities and derivatives, representing issuers, investment banks/financial intermediaries, and investors in financing transactions, including public offerings and private placements of equity and debt securities, structured notes and other structured products. Anna works closely with financial institutions to create and structure innovative financing techniques, including new securities distribution methodologies and financial products. She has particular financing expertise in certain industries, working with technology-based companies, telecommunications companies, healthcare companies, financial institutions, REITs and consumer finance companies.

Anna also has worked closely with foreign private issuers in their securities offerings in the United States and in the Euro markets, and has worked with financial institutions regarding international offerings of equity and debt securities, equity- and credit-linked notes, hybrid and structured products and medium-term note and commercial paper programs.

Education
  • University of Chicago Law School, JD
  • Georgetown University, BSFS
Experience
  • Morrison & Foerster LLP, partner
Accreditations
  • Licensed to practice in New York
Associations
  • American Bar Association, member, Committee on the Federal Regulation of Securities, subcommittee on Disclosure and Continuous Reporting, subcommittee on Securities Registration, Task Force on the Future of Securities Regulation, and chair of the subcommittee on the Annual Review of Federal Regulation of Securities, and member of the Committee on Regulation of Futures and Derivatives Instruments
  • Member of the ISDA Joint Associations Committee, Documentation Committee and Dodd-Frank Compliance Committee
 
Jason T. PolevoyKleinberg, Kaplan, Wolff & Cohen, P.C.

Jason T. Polevoy focuses his practice on commercial real estate law. Jason has extensive experience in all aspects of complex commercial real estate, including development, sales and acquisitions, joint ventures, financing, restructurings and workouts, and office and retail leasing. He also has significant experience in connection with hotel management agreements, architect agreements and construction agreements. Jason has represented investors and developers, and office building, residential and hotel owners.

Education
  • University of Pennsylvania Law School, J.D.
  • University of Pennsylvania, B.A., cum laude
Experience
  • Kleinberg, Kaplan, Wolff & Cohen, P.C.
  • McDermott Will & Emery LLP
  • Paul, Weiss, Rifkind, Wharton, & Garrison LLP
  • Wilkie Farr & Gallagher LLP
Accreditations
  • Licensed to practice in New York.
Associations
  • American Bar Association
  • New York State Bar Association, Real Property Law Section and  Commercial Leasing Committee
  • New York City Bar Association
 
Jeremy Ryan

Jeremy Ryan

Firm: Potter Anderson & Corroon LLP
Mr. Ryan focuses his practice on complex bankruptcy issues including the sale and acquisition of companies in bankruptcy, financing, and litigation, as well as general bankruptcy issues.  Jeremy primarily concentrates his practice in the representation of debtors, but also is involved in committee and creditor representations.

Jeremy works with clients in a variety of industries, including telecommunications, manufacturing, and retail, and guides them through the complexities of maintaining and improving business operations during the bankruptcy process.  He regularly counsels debtors and creditors on the sale and acquisition of companies through bankruptcy, debtor-in-possession financing, and plans of reorganization, as well as general finance, contract and employment matters.

He has been involved in contesting and defending plans of reorganization, valuation issues, assumption and rejection of contracts and leases, reclamation, and other creditor issues. He has also had significant experience in litigating non-bankruptcy issues such as fraud and fiduciary duty claims, telecommunications issues, and contract disputes.
Education
  • University of Pittsburgh, J.D., cum laude, 1997; Managing Editor, Journal of Law and Commerce
  • Washington & Jefferson College, B.A., 1994
Experience
  • Potter Anderson Corroon LLP
Accreditations
  • Licensed to practice in Delaware, Pennsylvania, the United States District Court for the Eastern and Western Districts of Pennsylvania, and the United States District Court for the District of Delaware
Associations
  • Recognized by Chambers USA: America's Leading Lawyers for Business in the Bankruptcy and Restructuring area
  • Delaware State Bar Association
  • American Bar Association
  • Pennsylvania Bar Association
  • Philadelphia Bar Association
 
George B. South IIIDLA Piper

George B. South III

Firm: DLA Piper

George B. South III is a partner in DLA Piper's Restructuring group, based in New York. His practice includes in-court and out-of-court restructurings and the rehabilitation of financially distressed businesses and municipalities.

He represents distressed companies, creditors' committees, bondholders' committees, bond insurers, debtor-in-possession lenders and hedge and equity funds seeking to invest in and/or acquire the assets and businesses of financially troubled companies. George has also represented parties in numerous Chapter 11 cases, out-of-court restructurings and Chapter 9 municipal bankruptcies.

The 2011 edition of Legal 500 cited George, praising him as an "excellent new addition” to DLA Piper’s restructuring group in 2010. He is also recognized by Martindale-Hubbell, receiving its highest available rating of AV.

Education
  • Hofstra University School of Law, J.D. with distinction
  • Managing Editor, Hofstra Law Review
  • Hofstra University, B.A.
Experience
  • DLA Piper
  • King & Spalding
  • Fried, Frank, Harris, Shriver & Jacobson
Accreditations
  • Licensed to practice in New York and New Jersey
 
Pandora Strasler

Pandora Strasler

Firm: Latham & Watkins LLP
Pandora Strasler is a counsel in the New York office of Latham & Watkins LLP. She is a member of the firm’s Finance Department and Banking Practice Group. Her practice focuses primarily on the representation of commercial and investment banks and borrowers in the structuring of complex secured financing transactions including senior secured lending and restructuring transactions, acquisition and project financings and structured finance with a special emphasis on issues arising under Article 9 (secured transactions) and Article 8 (investment securities) of the Uniform Commercial Code. Pandora also manages the firm’s collateral audit program.
Education
  • Windsor Law, University of Windsor, J.D.
Experience
  • Latham & Watkins LLP
  • Heller Ehrman LLP
  • Osler, Hoskin & Harcourt LLP
  • Fasken Martineau DuMoulin LLP
Accreditations
  • Licensed to practice in New York
Associations
  • Ontario Bar, member
  • Roll of Solicitors of England and Wales, solicitors
 
Tatu Simula

Tatu Simula

Firm: Roschier

Tatu Simula is a Helsinki–based Senior associate with extensive experience of a wide range of finance work, including real estate and acquisition finance, debt capital market work, derivative transactions, netting, structured finance and tax structuring. He has also gained experience through a secondment to MacFarlanes in London

In addition to his LL.M. degree, Tatu holds a Master’s degree from the Helsinki School of Economics.

Roschier is one of the leading law firms in the Nordic region. The firm is located in Finland and Sweden, with its main offices in Helsinki and Stockholm, and with a regional office in Vaasa. Roschier currently employs some 215 lawyers, 39 of whom are Partners.

Roschier offers a comprehensive range of legal services with a main focus on high–end corporate advisory, dispute resolution, M&A, banking and finance and EU & competition. The firm also has a particularly strong intellectual property and ICT practice handling, for example, large–scale patent and other IP disputes. In addition to the above–mentioned areas of focus, Roschier advises on matters ranging from employment and real estate to restructuring.

Roschier is consistently recognized as a top–tier Nordic law firm in all its core practice areas by leading independent legal directories (such as Chambers & Partners, The Legal 500 and IFLR1000) and various M&A league tables (such as Mergermarket, Thomson Reuters and Bloomberg). Roschier has also repeatedly been recognized as one of the top law firms in both Finland and Sweden in the annual Law Firm Review market survey.

Education
  • University of Helsinki, LL.M. (2007)
  • Helsinki School of Economics, M.Sc. (2007)
Experience
  • Roschier (2007–)
  • MacFarlanes LLP /London, Visiting lawyer (2013)
Associations
  • Member of the Finnish Bar Association
 
Christopher M. SwartoutGoldberg Kohn, Ltd.

Christopher M. Swartout

Firm: Goldberg Kohn, Ltd.

Chris Swartout is an associate in Goldberg Kohn's Commercial Finance Group. His practice focuses on the representation of financial institutions in structuring, negotiating, and documenting secured U.S. and cross-border asset-based and cash-flow loan transactions. While attending Northwestern University Law School, Chris was awarded the Raoul Berger Prize for his work on Complexity and the Nature of Rules, which was selected by the law faculty as the best paper written in the Owen L. Coon/James A. Rahl Senior Research Program.

Education
  • Northwestern University School of Law, J.D., cum laude
  • Northwestern Journal of International Law and Business, Senior Editor
  • Saint John Fisher College, B.A., magna cum laude
Experience
  • Goldberg Kohn, Ltd.
  • Dewey & LeBouf LLP
Accreditations
  • Licensed to practice in Illinois
 

Andrea De Tomas

Firm: NCTM Studio Legale Associato

Andrea De Tomas is a partner at NCTM LLP, London, and is one of the professionals in charge of International Business. He ranks among the specialists in bankruptcy and restructuring law in Italy. He regularly acts for debtors, acquirers, bondholders and DIP lenders in some of the most important restructuring cases in Italy. He has a deep knowledge of the Italian system and market with a particular focus on foreign investors, having been working in London for more than 10 years. He has made several publications on restructurings and new developments in the Italian banking law.

Education
  • University of Turin, Italy, JD
Experience
  • NCTM Studio Legale Associato
  • Allen&Overy, associate
  • Bonelli Erede Pappalardo, partner
Accreditations
  • Licensed to practice before Italian courts
Associations
  • Turin bar, member
  • Law Society, Registered European Lawyer
 
Euchung UngKleinberg, Kaplan, Wolff & Cohen, P.C.

Euchung Ung represents real estate investors, owners and lenders in partnership, LLC and joint venture transactions (including real estate fund formation), bond, mortgage and mezzanine financing transactions, and transactions involving the acquisition, disposition, development, management, and leasing of office, retail, commercial, mixed-use and hotel properties. He also advises hedge funds and private equity funds on the purchase and sale of real estate mortgage and mezzanine debt, and the negotiating and structuring of complex workout arrangements in connection with the ownership or foreclosure of real property assets.

Education
  • Georgetown University, J.D.
  • Fordham University, LL.M. in International Trade and Business Law
  • Graduate Research Fellow
  • University of London, England, LL.B., with honors
Experience
  • Kleinberg, Kaplan, Wolff & Cohen, P.C.
  • Kaye Scholer LLP
  • Robinson & Cole LLP
  • Duval & Stachenfeld LLP
  • Mayer Brown
Accreditations
  • Licensed to practice in New York, Connecticut and Barrister-at-Law, England & Wales
Associations
  • North American Chapter of the Fordham LL.M. Alumni Association, Former Co-President
  • Stamford Symphony Orchestra, Former Board Member
  • Chinese Language School of Fairfield County, Member; Former Chair, Board of Directors
  • Greenwich High School Fencing, Assistant Coach
 
Pedro VelascoCreel, García-Cuéllar, Aiza y Enríquez, S.C.

Pedro Velasco is a partner with Creel, García-Cuéllar, Aiza y Enríquez, S.C., in Mexico City, where he specializes in Banking & Finance, Capital Markets and Restructurings. He represents Mexican and foreign institutions, as well as corporate borrowers (including private equity funds), in secured and unsecured financings. Mr. Velasco worked as Foreign Associate in the Los Angeles office of Latham and Watkins LLP during 2001-2002. He joined the Firm in 1998 and became partner in 2008.

Mr. Velasco has worked on the most innovative structured finance and capital markets transactions. He regularly advises international and local banks, investment banks, real estate funds and other financial institutions and institutional investors in a variety of transactions including real estate finance, refinancing, secured and unsecured financing, secured real estate financings and ship financing transactions. Mr. Velasco has particular expertise in acquisition financings. His specialized expertise includes acquisition financings, real estate financings, restructurings and workouts, and his capital markets credentials include varied transactional securities experience relating to cross-border debt and equity offerings, including project bonds.

Education
  • Universidad Iberoamericana, J.D., with honors
  • Boston University School of Law, LL.M. in International Banking and Financial Law
Experience
  • Creel, García-Cuéllar, Aiza y Enriquez, S.C.,
  • Latham and Watkins LLP
 
Helena Viita

Helena Viita

Firm: Roschier

Helena Viita is a Helsinki-based Partner in the firm’s Banking & Debt Capital Markets practice. She has extensive experience of a wide variety of finance and debt capital markets work, including leveraged finance, securitization and debt restructuring transactions, bond financing, real estate and acquisition finance, project finance, asset finance as well as refinancing. Helena also advises on financial regulatory, netting and derivatives. She has also gained experience through secondments to Freshfields Bruckhaus Deringer in London and Sampo Bank plc in Helsinki.

Helena is recognized as one of the leading experts in Finland within Banking & Finance by international directories such as Chambers Global, Chambers Europe and IFLR1000. According to clients Helena is “always responsive, quick, and practical in her advice ” (Chambers Global, 2014).

Roschier is one of the leading law firms in the Nordic region. The firm is located in Finland and Sweden, with its main offices in Helsinki and Stockholm, and with a regional office in Vaasa. Roschier currently employs some 215 lawyers, 39 of whom are Partners.

Roschier offers a comprehensive range of legal services with a main focus on high-end corporate advisory, dispute resolution, M& A, banking and finance and EU & competition. The firm also has a particularly strong intellectual property and ICT practice handling, for example, large-scale patent and other IP disputes. In addition to the above-mentioned areas of focus, Roschier advises on matters ranging from employment and real estate to restructuring.

Roschier is consistently recognized as a top-tier Nordic law firm in all its core practice areas by leading independent legal directories (such as Chambers & Partners, The Legal 500 and IFLR1000) and various M& A league tables (such as Mergermarket, Thomson Reuters and Bloomberg). Roschier has also repeatedly been recognized as one of the top law firms in both Finland and Sweden in the annual Law Firm Review market survey

Education
  • University of Helsinki, LL.M. (2002)
Experience
  • Roschier (2002–), Partner since 2013.
  • Sampo Bank plc (currently Danske Bank Plc) /Helsinki, Visiting lawyer (2009–2010)
  • Freshfields Bruckhaus Deringer /London, Visiting lawyer (2007)
Associations
  • Member of the Finnish Bar Association
 
Sidley Austin LLP

Annie C. Wallis

Firm: Sidley Austin LLP

Annie C. Wallis is an associate in Sidley’s Chicago office, practicing in the Global Finance group. Her practice includes structured finance, asset securitization, merger and acquisition financing, restructurings, and secured and unsecured single currency, multi-currency and cross-border lending transactions. She has represented lenders, participants, agents, sponsors, originators and borrowers in single-bank and syndicated credits. Her clients include investment banks, commercial banks, hedge funds, private equity funds, asset-backed commercial paper conduits and public and private corporations. Ms. Wallis has assisted in the financing of a wide variety of assets, including trade receivables, film revenues, motor vehicle leases and other financial assets.

Ms. Wallis also completed a two-month assignment in Sidley’s Sydney, Australia office, where she advised foreign private issuers and investment banks in a number of different institutional debt private placements, including traditional 4(2) private placements and Rule 144A offerings.

Prior to becoming a lawyer, Ms. Wallis was a business consultant and then worked in the treasury group of a Fortune 500 company.

Education
  • Northwestern University School of Law, J.D.
  • Washington University, B.S.
Experience
  • Sidley Austin LLP
Accreditations
  • Licensed to practice in Illinois
Associations
  • Chicago Bar Association
  • American Bar Association
 
Skadden Arps

Sarah M. Ward is a partner at Skadden, Arps, Slate, Meagher & Flom LLP in the Firm's New York office. Her practice focuses on the representation of borrowers and lenders in acquisitions and other leveraged financings, as well as corporate restructurings and workouts. She has extensive experience representing financial institutions, public companies and private equity firms.

Ms. Ward’s matters have won national recognition by publications such as Financial Times, The M&A Advisor, IFR and The Deal. Ms. Ward is recognized as a leading attorney in Chambers Global: The World’s Leading Lawyers for Business and Chambers USA: America’s Leading Lawyers for Business and has been singled out for her extensive experience in leverage financing work. She also has been included in IFLR1000 (2013 and 2014), Legal 500 U.S. (2013 and 2014) and The International Who’s Who of Banking Lawyers (2014).

Ms. Ward serves as co-chair of the firm’s Legal Opinion Oversight Committee and she is a former member of Skadden’s Policy Committee, the firm’s governing body. She also served as co-head of the Banking Group from 2009-2014.

Ms. Ward has authored numerous articles related to her practice and also has lectured extensively on banking-related topics.

Education
  • J.D., Fordham University School
  • A.B., Princeton University
Experience
  • Skadden, Arps, Slate, Meagher & Flom
Accreditations
  • Licensed to practice in New York
Associations
  • Member, Board of Directors, Settlement Housing Fund (1994-Present)
  • Steering Committee, The Kate Stoneman Project
 
Steven W. WellsHodgson Russ LLP

Steven W. Wells

Firm: Hodgson Russ LLP
Steven W. Wells is a senior associate in the Bankruptcy, Restructuring & Commercial Litigation practice group in the Buffalo office of Hodgson Russ LLP. He focuses his practice in bankruptcy, creditors' rights, and commercial litigation. Steven represents financially troubled companies as well as secured and unsecured creditors, both inside and outside of bankruptcy. He has represented a wide range of clients, including private financial organizations, financial institutions, banks, lessors and lessees of equipment and real estate, health care facilities, agricultural lenders and bankruptcy trustees. Steven has also handled various commercial litigation matters relating to breach of contract, business torts, construction/building and intellectual property.
Education
  • University at Buffalo Law School, State University of New York, J.D., cum laude
  • Buffalo Law Review, publications editor 
  • Ithaca College, B.A.
Experience
  • Hodgson Russ LLP
Accreditations
  • Licensed to practice in New York and before the U.S. District Court for the Western District of New York and the U.S. Bankruptcy Court for the Western District of New York
Associations
  • New York State Bar Association
  • Bar Association of Erie County
 
Nicholas WhitneyChapman and Cutler LLP

Nicholas Whitney

Firm: Chapman and Cutler LLP

Nicholas Whitney is a partner in the Banking Group of Chapman and Cutler LLP in New York. Over a 15 year career, Nick has gained a broad range of experience representing lenders in senior secured, first lien and second lien loan transactions, first-out/last-out financings and unitranche facilities, unsecured transactions and subordinated loan transactions. Nick handles a wide variety of middle-market lending transactions for both non-investment grade and investment grade companies. He represents banks, investment banks, business development corporations, hedge funds and other financial institutions in connection with direct origination, as well as investments in the secondary market and in “club” transactions. He regularly advises lenders in connection with acquisition financings, cash-flow and asset based transactions and special situations. Nick also has substantial experience with reorganizations and workouts, including representing lenders in connection with debtor-in-possession facilities and Chapter 11 exit facilities. Nick is often invited to speak at industry events, recently presenting on “Unitranche Facilities” at a financing seminar.

Education
  • New York Law School, J.D.
  • Seton Hall University, B.S.
Experience
  • Chapman and Cutler LLP
  • Richards Kibbe & Orbe LLP
  • Skadden, Arps, Slate, Meagher & Flom LLP
  • Latham & Watkins LLP
Accreditations
  • Licensed to practice in New York and New Jersey
Associations
  • American Bankruptcy Institute, member
  • Commercial Finance Association, member New York Chapter
  • Association of Commercial Finance Attorneys, member
  • American Bar Association, member
  • Loan Syndications and Trading Association, Inc. - LSTA, member
 
Michael W. Whittaker

Michael W. Whittaker

Firm: Potter Anderson & Corroon LLP

Mr. Whittaker's practice focuses on advising clients in an array of different business sectors on commercial, business, general corporate and other contractual and legal matters, including the drafting and negotiation of contracts and agreements in a wide variety of business transactions, including supply and distribution agreements, sale and purchase agreements, equipment leasing agreements, joint venture and joint development agreements, mergers, acquisitions and divestitures, licensing agreements, secured and unsecured loans, venture capital and private equity transactions, as well as other general corporate, business and commercial transactions. 

In addition, Mike routinely provides advice regarding the formation, operation, and dissolution of Delaware alternative entities, including limited liability companies, statutory trusts, partnerships, and special purpose corporations, and their use in complex business and commercial transactions.  Mike also regularly acts as Delaware counsel to banks, trustees and other financial institutions involved in structured finance transactions, securitizations and other lending and finance transactions. 

Mike's practice often involves authoring opinion letters on matters of Delaware law, the Uniform Commercial Code, federal banking law, as well as rendering true sale and non-consolidation opinions.

Education
  • Seton Hall University School of Law, J.D., magna cum laude, 2000
  • University of Cincinnati, B.S., 1997
Experience
  • Potter Anderson Corroon LLP
Accreditations
  • Licensed to practice in Delaware and Florida
Associations
  • Delaware State Bar Association; Commercial Law Section; Corporation Law Section
  • American Bar Association; Business Law Section
  • Florida Bar Association
 
Kristin C. Wigness

Kristin C. Wigness

Firm: IDB bank

Kristin C. Wigness, First Vice President and Associate General Counsel at Israel Discount Bank of New York, concentrates on secured and unsecured lending transactions, debt restructurings, loan workouts, debtor-in-possession financing, creditors’ rights and insolvency.  Prior to joining IDB, Kristin was a partner at Katten Muchin Rosenman LLP in New York.

At IDB, Kristin oversees all lending-related matters for the bank, including loan originations and workouts.  Prior to joining IDB, Kristin represented numerous agents and lenders in loan originations, loan workouts and debtor-in-possession financings, including in the Chapter 11 cases of United Airlines, Tower Automotive, American Commercial Lines, Mariner Post- Acute Network, Polaroid Corporation, Burlington Industries, Guilford Mills and Sea Island Company. He also represented various sellers and buyers of assets through bankruptcy, debtors, licensors and creditors, and assisted mortgage lenders in connection with sales of mortgage pools and in restructuring financing transactions of mortgage portfolios.

Kristin is a frequent speaker at seminars and universities.

Education
  • Rutgers University School of Law, J.D.
  • University of Michigan, M.M. 
  • State University of New York at Purchase, B.F.A.
Experience
  • Israel Discount Bank of New York
  • Katten Muchin Rosenman LLP
  • Morgan, Lewis & Bockius LLP 
  • Zalkin, Rodin & Goodman LLP
Accreditations
  • Licensed to practice in New York and New Jersey
Associations
  • New York State Bar Association
  • American Bankruptcy Institute
 

Thibaut Willems

Firm: NautaDutilh

Thibaut Willems specialises in corporate and finance law with a focus on loan finance (general corporate finance, acquisition finance and asset finance), project finance (including PPP) and restructuring transactions.

Thibaut advises financial institutions, investors and corporate clients in a variety of syndicated and non-syndicated loan transactions, both domestic and international and has served as counsel in a wide range of project finance transactions. He also has considerable experience in general corporate, M&A, finance and securities law. He is a member of NautaDutilh’s Benelux PPP/Project Finance Group.

Thibaut graduated from the University of Leuven (KUL) in 1997. During his studies, he spent a year at the University of London with the Erasmus exchange programme. He obtained an LL.M. in European business law in 1998 and a postgraduate degree in company law from the University of Brussels (KUB) in 2001.

After working in the Luxembourg office of Clifford Chance, Thibaut joined NautaDutilh’s corporate and finance practice in 2000. In 2006-2007 he was seconded for a year to a leading US law firm in New York. From 2007 to 2009 he led the NautaDutilh’s Belgium and Luxembourg Desk in New York. He is admitted to the Brussels and Luxembourg Bars.

Education
  • LL.M. in European Business Law (Pallas Consortium)
  • University of Leuven (KUB), master in company law
  • University of Brussels (KUL), master in law
  • University of Namur (FUNDP), bachelor in law
Experience
  • Associate Partner, NautaDutilh (Belgium)
  • International Associate, Simpson Thacher & Bartlett (New York)
  • Associate, Clifford Chance (Luxembourg)
Accreditations
  • Admitted to the Brussels and Luxembourg Bars
 

Patrick Yingling

Firm: King & Spalding

Patrick Yingling is a partner in the Charlotte office of King & Spalding, where he is a member of the firm’s Finance Practice Group. Mr. Yingling's practice focuses primarily on the representation of lead arrangers and agent banks in connection with the structuring and documentation of syndicated credit facilities, including merger and acquisition-related financings, first and second lien credit facilities, investment grade financings, cross-border facilities, financial sponsor leveraged acquisitions and asset-based lending. Mr. Yingling has experience with a broad range of industry types including business services, healthcare, media/communications, sports and entertainment, defense, real estate investment trusts and manufacturing.

Education
  • University of South Carolina, J.D.
  • University of Pittsburgh, B.A.
Experience
  • King & Spalding
Accreditations
  • Licensed to practice in North Carolina
Associations
  • North Carolina Bar Association
  • Mecklenburg County Bar Association
 
Ross YusteinKleinberg, Kaplan, Wolff & Cohen, P.C.

Ross Yustein chairs Kleinberg Kaplan's Real Estate Department. He practices in the areas of real estate and real estate finance law, with a concentration in joint venture transactions, real estate development, sales and acquisitions, financing, leasing and real estate private equity. Ross represents a diverse group of clients, including owners, operators, developers, lenders, borrowers, landlords, tenants and investors in various transactions such as sales, acquisitions, financings (permanent, construction, mezzanine and revolving), leases, joint ventures and restructurings. Ross has also worked on a substantial number of real estate bankruptcies and workouts.

Education
  • Georgetown University Law Center, J.D.
  • Brown University, B.A.
Experience
  • Kleinberg, Kaplan, Wolff & Cohen, P.C.
  • Weil Gotshal and Manges
  • Sills Cummis & Gross P.C.
Accreditations
  • Licensed to practice in New York and New Jersey
Associations
  • New York City Bar Association
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