Lexis Practice Advisor® - Finance

Contributing Authors & Firms

Our contributing authors are leading practitioners 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
 
Amir AhmadPinsent Masons

Amir Ahmad

Firm: Pinsent Masons

Amir is the Head of Pinsent Masons’ Banking and Finance practice in the Middle East. He has been based in the region for over nine years and has advised clients on some of the big ticket deals across the region in project finance, as well as contractor finance and general corporate financing. He has extensive experience in multi-sourced (Islamic) and ECA-supported financing.

Education
  • Law, University of Amsterdam
  • Law, University of London
Accreditations
  • Licensed to practice in The Netherlands and the United Arab Emirates
 
James E. AndersonWillkie Farr & Gallagher LLP

James E. Anderson

Firm: Willkie Farr & Gallagher LLP

James E. Anderson is a partner in the Asset Management Group in the Washington, D.C., office of Willkie Farr & Gallagher LLC. His practice covers the entire range of securities regulation, and he advises a wide variety of clients, including investment advisors, hedge funds, private equity funds, mutual funds, banks, and broker-dealers.

Mr. Anderson advises clients on a broad range of matters. He has advised investment advisors and investment companies in the purchase and sale of investment advisers and funds. He has counseled investment advisors and hedge funds on compliance matters such as the development and implementation of compliance policies and procedures, mock examinations and other comprehensive reviews of compliance systems and procedures, and investment advisor registration requirements. A central component of his practice is representing investment advisors and hedge funds in examination and enforcement-related inquiries by self-regulatory organizations and the SEC.

Education
  • Brigham Young University, J. Reuben Clark Law School, J.D.
  • University of Utah, B.A.
Experience
  • Willkie Farr & Gallagher LLP
  • WilmerHale
  • SEC’s Office of Investment Company Regulation of the Division of Investment Management, staff attorney
Accreditations
  • Licensed to practice in the District of Columbia
 

Lawrence Fubara Anga

Firm: ÆLEX

Fubara is the head of the Firm’s Banking and Finance, Maritime, Aviation and Finance Service Practice Groups. He advises on financial, corporate and commercial issues that affect projects and companies especially in the banking and financial services, infrastructure, aviation, maritime, and telecommunications sectors.

Fubara has been involved in project finance, banking and capital markets transactions for several years. He advised the Federal Government of Nigeria on the review of the Investment and Securities Act. He was invited as a member of the Presidential Policy Advisory Committee where he was a member of the subcommittee on finance and investment. He authored the Committee's policy paper on foreign investment and privatisation.

He possesses advanced certifications in Project Finance from the Commercial Law Development Program (CLDP) and Exim Bank (USA), in Venture Capital from the Venture Capital Institute – USA and in entrepreneurial development from the United Nations, Centre for Transnational Corporations. He has been ranked as a leading lawyer in Banking and Finance in Nigeria by IFLR and Who’s Who Legal.

Education
  • BA (Econs. and Pol. Sci.) Yale College, Yale University, USA 1980
  • BA (Law) Churchill College, Cambridge University, England 1983
  • MA (Law) Cambridge University, England 1988
  • MCIArb (UK), FCTI, MNIM
Accreditations
  • Barrister and Solicitor, Nigeria 1984
  • Solicitor, England and Wales 2001
  • Barrister and Solicitor, Ghana 2001
Associations
  • Member, Nigerian Bar Association
  • Member, Law Society, England & Wales
  • Member, Ghana Bar Association
  • Member, International Bar Association
  • International Associate, American Bar Association
  • Member, Chartered Institute of Arbitrators UK (MCI Arb.)
  • Fellow, Chartered Institute of Taxation (FCTI)
  • President, Nigerian Aviation Law Society
  • Member, Nigerian Institute of Management (MNIM)
  • Member, Faculty of Risk Management - Lagos
  • Member, Disciplinary (2000) and Finance (2001) sub-committees of the Nigerian Bar Association.
 

Ibrahim Sjarief Assegaf

Firm: Assegaf Hamzah & Partners

Ibrahim is a partner at Assegaf Hamzah & Partners and the head of the firm’s Banking, Finance & Projects Practice. He represents both domestic and international financial institutions in negotiating, drafting and advising on corporate, government and project financing transactions. In addition, he has advised and represented clients in relation to a number of significant insolvency/debt restructuring matters. He has also worked on a number of significant capital markets, structured finance and syndicated loan mandates. Ibrahim has been recognized as a Notable Practitioner and Leading Lawyer by Chambers Asia Pacific and International Financial Law Review, respectively.

Prior to moving to the Banking, Finance & Projects Practice, he was a senior member of the firm’s M&A/General Corporate Practice. With extensive experience in complex takeover and capital markets deals involving both Indonesian and overseas corporates, Ibrahim was also listed by Chambers Asia Pacific as a Notable Practitioner in M&A.

Ibrahim has been involved in various law reform initiatives in Indonesia, including advising the Indonesian Supreme Court’s Judicial Reform Committee, as well as working on a law-reform project funded by the Australian Government. In 2005, he was presented with an Asia Foundation 50th Anniversary Award in recognition of his contribution to legal reform in Indonesia.

Education
  • University of Indonesia S.H. (1997)
  • National University of Singapore, non-degree program (1995)
  • Harvard Law School, East Asian Legal Studies, Visiting Research Fellow (2003-2004)
  • University of Melbourne LL.M (2009)
  • Australian Development Scholarship (2008-2009)
Experience
  • Assegaf Hamzah & Partners (Partner)
  • PT Justika Siar Publika, publisher of www.hukumonline.com (Managing Director and Editor in Chief)
  • Indonesia-Australia Legal Development Facility (Principal Legal and Human Rights Advisor)
  • The Judiciary Reform Team at the Indonesian Supreme Court (Advisor)
  • Indonesia Center for Law and Policy Studies (Executive Director)
  • Hadiputranto, Hadinoto & Partners, Indonesian affiliate of Baker & McKenzie (Associate)
  • Baker & McKenzie, Chicago (Summer Intern)
Accreditations
  • Licensed to practice in Indonesia
 

Meaghan Atkinson

Firm: Hogan Lovells

Meaghan Atkinson is a creative problem solver who helps her clients navigate and close complicated healthcare M&A deals, answer difficult regulatory questions, negotiate commercial contracts, and respond to day-to-day issues.

Meaghan’s clients range from hospitals and academic medical centers to managed care plans and laboratories. She combines her knowledge of health regulatory law with her skills in completing complex business transactions (including mergers, asset sales, joint ventures, and spin-offs) to assist all of her clients in achieving their desired outcomes.

By understanding the rapidly changing business of healthcare, as well as the regulatory pitfalls unique to healthcare entities, Meaghan is able to give her clients practical, meaningful advice that helps them make educated business decisions.

Education
  • J.D., cum laude, Brooklyn Law School, 2007
  • B.A., University of Michigan, 2000
Accreditations
  • Admitted in New York
Associations
  • American Bar Association
  • New York State Bar Association
  • American Health Lawyers Association
 

Kenneth S. Atlas

Firm: Borden Ladner Gervais LLP

Kenneth S. Atlas is a partner in BLG’s Banking and Financial Services Group, practising in both the Montréal and Toronto offices. He specializes in banking, secured and unsecured debt financing, project finance, corporate restructuring, bankruptcy and insolvency, and venture capital. He has represented numerous loan syndicates in connection with such matters, including loans and insolvencies in multiple jurisdictions.

Education
  • LL.B/B.C.L., McGill University
Experience
  • Partner, Borden Ladner Gervais LLP
Associations
  • Member, Insolvency Institute of Canada
  • Member, American Bankruptcy Institute and INSOL International (International Association of Restructuring, Insolvency & Bankruptcy Professionals)
  • Member, International Bar Association
  • Adjunct Professor, Faculty of Management, McGill University (1982-1994) (Business Law)
  • Adjunct Professor, Faculty of Law, McGill University (1985-present) (Bankruptcy & Insolvency)
 
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
 
Paul Hastings

Katherine E. Bell

Firm: Paul Hastings LLP

Katherine E. Bell is a partner of Paul Hastings LLP. Her practice focuses on commercial and corporate finance transactions. Ms. Bell regularly represents commercial banks, investment banks, hedge funds, finance companies, other lenders, and borrowers in working capital facilities (cash flow and asset-based), acquisition financings, and other sophisticated finance transactions including leveraged buyouts, restructurings, and recapitalizations. She has extensive experience negotiating intercreditor arrangements, including 1st lien/2nd lien arrangements, split collateral arrangements, and unitranche “A/B” transactions.

Ms. Bell serves as the Secretary of the Financial Lawyers Conference, the Co-Chair of the Commercial Transactions Committee of the Business Law Section of the State Bar of California, and the Chair of the Strategic Planning subcommittee of the Women in Commercial Finance Committee of the Commercial Finance Association.

Ms. Bell has been recognized as a leading finance lawyer by Chambers USA. She has authored a variety of articles in industry publications and regularly lectures at industry conferences on topics ranging from trends in commercial loan documentation to developments in intercreditor arrangements. She is the co-author of Asset-Based Lending: A Practical Guide to Secured Financing (Practising Law Institute, 8th ed. 2015), which is generally considered to be the definitive treatise on asset-based lending. Ms. Bell received her J.D. from Cornell Law School and her B.A. from the University of California at Irvine.

Education
  • Cornell Law School, J.D.
  • University of California, Irvine, B.A.
Experience
  • Paul Hastings LLP
Accreditations
  • Admitted to practice in California
Associations
  • Secretary, Board of Governors of the Financial Lawyers Conference
  • Co-Chair, Commercial Transactions Committee, Business Law Section of the State Bar of California
  • Member, State Bar of California, American Bar Association, Los Angeles County Bar Association, and Orange County Bar Association
  • Chair, Strategic Planning Subcommittee, Women in Commercial Finance Committee of the Commercial Finance Association
 
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
 
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
 
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
 
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
 

Javier Canosa

Firm: Canosa Abogados

Javier Canosa is a partner at Canosa Abogados. Javier’s practice focuses in corporate law issues, tax issues and banking issues, advising both national an​​d foreign companies, and families and HNWI in various corporate matters, including investment vehicles, corporate management, directors’ and trustees’ duties and responsibilities, audits, risk detection and distribution, documents, policies and corporate contracts, together with the design and implementation of a suitable corporate structure for each business. Javier has vast experience in mergers and acquisition and the negotiation of commercial agreements. He has represented and advised several companies, including financial institutions, in corporate M&A, business development and real estate undertakings. Javier is experienced in claims before local and international arbitral courts.

In addition, he is officer of the International Bar Association (IBA), American Bar Association (ABA) and the Society of Trust and Estate Practitioners (STEP) and is regularly engaged in conferences of issues of related to his practice of those institutions.

Javier also collaborates with the World Bank and International Finance Corporation with their Doing Business report and has been engaged for speaking in World Bank, STEP, IBA, ABA conferences on issues related to his practice.

Javier advises many wealthy families in connection with the management, taxation and transfer of their assets, as shareholders, partners, and founders and beneficiaries of foundations and trusts. He has practiced in the area of cross-border tax, estates, and family disputes for more than 15 years.

Associations
  •             IBA Jack Batievsky Scholar 2006.
  •             IBA Scholar 2007.
  •             Who´s Who: Real Estate 2007-2016.
  •             Who’s Who Legal: Merger & Acquisition 2016.
  •             Who’s Who Legal: Corporate Governance 2016
  •             IBA Officer 2007-2016 (currently Secretary of the International Sales Committee).
  •             ABA officer 2008 -2016 (currently Vice Chair of Latin American Committee and Chair of Programs of the International Tax Committee).
  •             Contributor to the World Bank on Doing Business Report.
  •             Board Member of STEP´s  International Private Client Special Interest Group.
  •             Advisory Board to the Government of the British Virgin Islands
  •             Board Member to STEP Latin American Conference.
  •             Vice Chair of the International Sales Committee of the IBA (2016).
  •             Academician of the International Academy of Trust and Estate Lawyers.
  •             Fellow of the American Bar Association.
  •             Member of the board and steering committee of numerous foundations and public policy entities.  
  •  
 
Gibson, Dunn & Crutcher LLP

Andrew W. Cheng

Firm: Gibson, Dunn & Crutcher LLP

Andrew W. Cheng is a partner in the Los Angeles office of Gibson, Dunn & Crutcher, where he is a member of the Global Finance Practice Group. Since joining the firm in 2004, Mr. Cheng has focused primarily on representing borrowers, private equity sponsors and lenders in acquisition financings and other leveraged finance transactions, including syndicated senior secured credit agreements and Rule 144A high-yield offerings.

Prior to joining Gibson, Dunn, Mr. Cheng practiced as a corporate associate with Cravath, Swaine & Moore LLP in New York City. Mr. Cheng received his law degree from Harvard Law School in 2000. He earned a Bachelor of Arts degree magna cum laude with distinction in 1997 from Amherst College.

Mr. Cheng is admitted to practice in the States of California and New York.

Education
  • Harvard University, J.D.
  • Amherst College, B.A.
Experience
  • Gibson, Dunn & Crutcher LLP, partner
  • Cravath, Swaine & Moore LLP, associate
Accreditations
  • Licensed to practice in California and New York
 
Alvin ChiaWongPartnership

Alvin Chia

Firm: WongPartnership

Alvin Chia is a Partner in the firm’s Banking & Finance Practice. Alvin has extensive experience in lending transactions such as project finance, property development finance, asset finance, structured lending, financing for general offers and corporate takeovers, trade finance, securitizations and syndicated loans generally. He also advises on debt restructuring, Islamic financing, private banking transactions and bank standard forms.

Alvin has been recognized as a leading Banking practitioner in IFLR1000 — The Guide to the World’s Leading Financial Law Firms (since 2010); The Legal 500: Asia Pacific — The Client’s Guide to the Asia Pacific Legal Profession (since 2008); Chambers Global — The World’s Leading Lawyers for Business (since 2009); Chambers Asia Pacific — Asia Pacific’s Leading Lawyers for Business since (2009); and Best Lawyers since 2009. He is also listed as a leading practitioner in Asialaw Leading Lawyers — The Guide to Asia-Pacific’s Leading Lawyers 2013.

Education
  • National University of Singapore (LL.B., Hons.)
Experience
  • WongPartnership
Accreditations
  • Singapore Bar
  • Roll of Solicitors of England & Wales
Associations
  • Member, Law Society of Singapore
 

Graham Collis

Firm: Conyers Dill & Pearman Limited

Graham Collis is a director of Conyers Dill & Pearman Limited, Bermuda. He has over 25 years’ experience in practice as a banking and asset finance lawyer. In addition to advising borrowers and lenders on crossborder financings, his practice encompasses a broad array of corporate transactions including mergers, acquisitions, asset sales and corporate restructurings. His clients include multinational insurance, technology, pharmaceutical and mining companies.

Mr. Collis is coauthor of the Bermuda chapter of Directors’ Liability and Indemnification: A Global Guide (published by Global Law & Business). He has been recognised in multiple years by Chambers Global as a Band 1 lawyer in Bermuda.

Education
  • University of Toronto, BCom
  • Oxford University, BA Law
Experience
  • Macfarlanes, London
  • Conyers Dill & Pearman Limited, Bermuda
Accreditations
  • Licensed to practice in Bermuda
Associations
  • Bermuda Bar Association, member
 
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 Co-Chair of the firm’s Global Finance practice group. Her practice focuses on all aspects of corporate finance, 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 public and private companies in a variety of industries, private equity firms, and commercial lending institutions.

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 2015, 2014 and 2013 editions of The Best Lawyers in America© in the category of Banking and Finance Law. The Los Angeles Daily Journal named Linda to its 2015 list of Top Women Lawyers for being at the helm of industry-shaping deals. Linda also served as the president of the Los Angeles County Bar Association, one of the largest local bar associations in the country, from June 2014 to June 2015.

Linda received her J.D. from Stanford Law School where she was the articles editor for the Stanford law Review. She has an M.B.A. from the Stanford Graduate School of Business. She received her B.A from Oxford University and graduated summa cum laude from Princeton University where she was a member of the Phi Beta Kappa Honor Society.

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
 
Simon DeaneDeacons

Simon Deane

Firm: Deacons

Simon Deane is the Head of the Finance & Insolvency Department at Deacons. Bringing more than 30 years of legal experience to the role, he advises clients on lending and security incorporating most kinds of debt financing work including syndicated and bilateral lending, structured finance and restructuring/rescheduling of distressed debt. He also has vast experience in banking and finance regulation and related areas, and advising clients on applications for banking licenses, bank mergers and acquisitions, anti-money laundering regulations and personal data protection forms a significant part of his practice. Simon has been acknowledged as a leading lawyer in the area of Banking & Finance for many years by Asia Pacific Legal 500, Chambers Global - The World’s Leading Lawyers and Chambers Asia-Pacific, including in the 2014 editions of these publications.

Education
  • LLB (Hons), Exeter University, England
Experience
  • Deacons, Partner
Accreditations
  • Solicitor, England and Wales (non-practising), 1984
  • Solicitor, Hong Kong, 1987
Associations
  • Member, Documentation Committee of Asia Pacific Loan Market Association (APLMA)
  • Member, Anti-Money Laundering Committee, Hong Kong Law Society.
 

Akash R. Devani

Firm: Anjarwalla & Khanna

Akash R. Devani is a Partner in the Corporate/Commercial Department at Anjarwalla & Khanna and principally advises on Banking, Mergers & Acquisitions, Joint Ventures, Private Equity Investments, Commercial Property and Shipping. Akash also has cross border practice experience, having advised on commercial transactions in various parts of Africa and he also advises foreign clients investing in Kenya. Akash has participated in various legal and business forums both locally and internationally and contributed articles to several eminent publications.

Akash has been voted by IFLR1000 as one of the Leading Lawyers in Kenya and has been particularly noted for Corporate — Mergers & Acquisitions and for Banking and Project Finance. He has also been voted as one of the leading lawyers in Kenya by Best Lawyers International.

Education
  • Bachelor of Laws, LL.B (Hons), Cardiff University, Wales, UK
  • Post Graduate Diploma in Law, Kenya School of Law
Experience
  • Partner, Anjarwalla & Khanna, Mombasa
Accreditations
  • Licensed to practice in Kenya
Associations
  • Law Society of Kenya
 

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
 
Becky Hollis Diffen

Becky Diffen

Firm: McGuireWoods LLP

Becky’s practice focuses on energy transactions, project development, and energy regulatory law. She represents developers, private equity firms, investment banks, and a variety of other public and private companies in the renewable energy, energy storage, and power generation industries on complex transactions, including mergers and acquisitions, joint ventures, development projects, and project finance. She also has experience advising clients on Texas regulatory law. Becky has nearly 15 years of experience in the power industry and previously worked as a utility-scale wind power developer. She has been recognized by Chambers USA, Legal 500, Legal Media Group Rising Stars, and Texas Rising Stars, serves as an adjunct professor at the University of Texas School of Law (where she teaches a seminar on electric power law), and is a co-author of Wind Law, the first wind law treatise.

Education
  • The University of Texas School of Law, J.D. with honors, 2009
  • Carleton College, B.A., magna cum laude, 2004
Experience
  • McGuireWoods LLP
  • Vinson & Elkins LLP
  • Judicial Intern to The Honorable Paul Green, Supreme Court of Texas
  • Cielo Wind Power
Accreditations
  • Licensed to practice in Texas
Associations
  • Adjunct Professor: The University of Texas School of Law, Seminar on Electric Power Law
  • Planning Committee: Renewable Energy Institute, The University of Texas School of Law CLE
  • Endowments Chair, Past-President, Founding Board Member, and Founding Fellow: Texas Energy Law Association
  • Austin Chapter Co-Chair and National Webinar Committee Member, Women of Wind Energy
  • Vice President, Austin Public Library Friends Foundation
 
Martin EbnerSchöenherr

Martin Ebner

Firm: Schöenherr

Mr. Ebner is a partner in the Vienna office of Schoenherr, a full service law firm in Central and Eastern Europe ranked in the top tier in 2015 by Chambers, the IFLR1000, Legal 500 and Germany’s JUVE. Mr. Ebner is the head of the Banking, Finance and Capital Markets group and has expertise in banking and finance, debt restructuring, debt capital markets, derivatives and structured finance. His clients include major international and regional banks, insurance companies, fund and asset managers, corporates, sovereigns and quasi-sovereigns. Mr. Ebner is a lecturer at the University of Salzburg, Faculty of Law, and he has also lectured at the University of the Pacific – McGeorge School of Law and in various seminars on cross-border and structured finance.

Education
  • Pallas Consortium, Nijmegen/The Netherlands (LL.M. 1997)
  • University of Salzburg, Salzburg/Austria (Mag. iur. 1995)
Experience
  • Schoenherr
Accreditations
  • 2002, Austria
Associations
  • Vienna Bar
  • International Bar Association
 
Ogier

Katrina Edge

Firm: Ogier

Katrina is Head of the Banking and Finance team in Jersey and in Europe. “She has always been on top of her game”. Clients rate Katrina Edge, a partner in Ogier’s Jersey banking and finance team for her expertise, responsiveness and focus on what really matters in a transaction.

“She has always been on top of her game”. Clients rate Katrina Edge for her expertise, responsiveness and focus on what really matters in a transaction.

Katrina has extensive experience advising on a wide range of financing and corporate transactions. Katrina advises a broad range of local and international financial institutions, investors and borrowers. She has particular expertise in secured lending, fund financing, property financing and restructuring transactions and also has extensive experience advising clients on the establishment of real estate holding structures and the acquisition and disposal of such structures.

Education
  • Benenden School, Kent
  • Bristol University (1997)
  • University of the West of England (1998)
Experience
  • Hill Dickinson (1999-2000)
  • Farrer & Co (2000-2002)
  • Ogier (2002) and partner since 2013
Accreditations
  • Qualified as an English solicitor (not practicing) (2001)
  • Advocate of the Royal Court of Jersey (2005)
Associations
  • Law Society of England and Wales - member
  • Law Society of Jersey - member
 
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
 

James D. Eggleston, Jr.

Firm: Eggleston King, LLP

Jim Eggleston is a transactions attorney and the founding partner of Eggleston King, LLP.  For over 30 years, Jim’s practice has consisted of representing parties to commercial real estate and farm and ranch real estate transactions, private equity financing and business acquisition transactions, and business formations, mergers and partnerships.  He also advises many individuals and families with respect to asset protection and estate planning concerns.  Jim has been selected as a “Super Lawyer” by Thomas Reuters as published in Texas Monthly Magazine.  He is AV® Rated “Preeminent” by Martindale-Hubbell’s Peer Review Rating.

Jim is admitted to practice in Texas, Oklahoma and Ohio.  He is board certified in two areas by the Texas Board of Legal Specialization: Commercial Real Estate Law and Farm and Ranch Real Estate Law.  He also serves on the State Bar of Texas Real Estate Legislative Affairs Council and as the Examination Coordinator for the Texas Board of Legal Specialization’s Real Estate Certification Examination.  Jim is a member of the real estate, corporate, and energy sections of the Texas, Oklahoma and Ohio Bar Associations.  He is also a member of the College of the State Bar of Texas and a member of the Texas Bar Foundation.

Mr. Eggleston is a frequent speaker on real estate and transaction topics including at the State Bar of Texas Advanced Real Estate Drafting Course and the University of Texas Mortgage Lending Institute.  His speaking and writing topics include the subjects of farm and ranch acquisitions, financing of agriculture operations, water issues affecting ranchers, rural oil and gas lease negotiations, and topics involving estate planning and asset protection.  He has contributed a number of articles to the Texas Real Estate, Probate, and Trust Law Reporter relating to agriculture transactions and issues.

Education
  • Kansas University School of Law, J.D.; Kansas Law Review, Board of Editors; Order of the Coif Honor Society
  • Southern Methodist University (Graduate Work, History)
  • Oklahoma Christian University, B.S., with honors
Experience
  • Eggleston King, LLP 
Accreditations
  • Licensed to practice in Texas, Oklahoma and Ohio
  • Board Certified-Commercial Real Estate Law, Texas Board of Legal Specialization.
  • Board Certified-Farm/Ranch Real Estate Law, Texas Board of Legal Specialization.
Associations
  • State Bar of Texas, State Bar of Ohio, State Bar of Oklahoma
  • Member-Real Estate, Probate and Trust Law Section, State Bar of Texas
  • Member-Real Property, Business and Corporate, and Energy & Natural Resources Sections, Oklahoma Bar Association
  • Member-Real Property, Corporation and Natural Resources Law Committees, Ohio State Bar Association
  • Board Member-Real Estate Legislative Affairs Council, State Bar of Texas
  • Exam Coordinator-Texas Board of Legal Specialization Real Estate Examination
 
James FarnHadef & Partners

James Farn

Firm: Hadef & Partners

James Farn heads Hadef & Partners’ banking practice in the Emirate of Abu Dhabi and is part of the firm’s UAE-wide Banking & Finance practice group. He has substantial experience in all aspects of banking and finance work, including conventional and Islamic financing, acting for lenders and borrowers alike across a number of different sectors. James has advised on a variety of UAE- based project financings including independent power and water projects (IWPP’s) as well as those structured on a PPP basis. His work also encompasses advising on a number of banking related activities, including derivative and hedging transactions, regulatory issues, insolvency and financial restructuring.

He was also involved and assisted in drafting the new draft UAE Federal Bankruptcy Law and has presented at conferences and written articles on insolvency and financial restructuring issues as they affect the UAE legal environment

Education
  • University of Southampton LLB (Hons)
  • College of Law
Experience
  • Lawrence Jones
  • Addleshaw Sons & Latham
  • Pannone & Partners
  • Hadef & Partners
Accreditations
  • Licensed to practice as a solicitor in England and Wales
 
Sheppard, Mullin, Richter & Hampton LLP

Jim Gatto is a partner in the Intellectual Property Practice Group in Sheppard, Mullin, Richter & Hampton’s Washington, D.C., office. Jim leverages his unique combination of nearly 30 years of IP experience, business insights, and attention to technology trends to help companies develop IP and other legal strategies that are aligned with their business objectives. His practice focuses on intellectual property, Internet, and technology law, including patents, trademarks, copyrights, trade secrets, and open source. Jim advises clients of all sizes, from start-ups to Fortune 100 companies, on key legal and business issues relating to the use of social media, video games, social games and online gambling, virtual currency and goods, social networks, virtual worlds, mirror worlds, augmented reality, open source, user-generated content, location-based services, and gamification.

Education
  • Georgetown University Law Center, J.D.
  • Manhattan College, B.E. in Electrical Engineering
Experience
  • Sheppard Mullin Richter & Hampton LLP
  • Pillsbury Winthrop Shaw Pittman LLP
  • John Hopkins University, adjunct professor in MBA program
Accreditations
  • Licensed to practice in the District of Columbia and the Commonwealth of Virginia and before the U.S. Patent and Trademark Office
Associations
  • American Bar Association, Section of Science & Technology Law, Virtual Worlds and Multi-User Online Games, vice-chair; Patent, Trademark and Copyright Committee; Section of Intellectual Property Law—Special Committee on Computer Gaming; Young Lawyers Division’s Trademark & Copyright Section, chair
  • International Technology Law Association, Social Media & Games Committee, chair
  • Association of Virtual Worlds, advisory board member; chair of Legal Committee
  • American Intellectual Property Law Association, Open Source Subcommittee, chair; Electronic and Computer Law Committee; Patent Law Committee; Emerging Technology Committee
  • District of Columbia Bar, Arts, Entertainment, Media & Sports Law Section
  • Patent Lawyers Club of Washington, past president
  • Intellectual Property Owners, Open Source Committee
  • Software Patent Institute, member of the Board of Trustees and secretary
  • Patent and Trademark Office Society, member of the Board of Governors
 
Gibson, Dunn & Crutcher LLP

Stephen Gillespie

Firm: Gibson, Dunn & Crutcher LLP

Stephen Gillespie is a partner in the London office of Gibson, Dunn & Crutcher, Co-Chair of the firm’s Global Finance Group and a member of the Private Equity and Corporate practice groups.

Mr. Gillespie’s practice focuses on complex business transactions, including mergers and acquisitions, divestitures, recapitalizations, workouts and restructurings. He has particular experience in investment grade, leveraged and event-driven financing. He has represented top-tier private equity sponsors in new money control transactions and LBOs; non-bank alternative asset managers in capital deployment, investment and lending transactions, including significant loan portfolio acquisitions and related structured financings, unitranche, mezzanine and PIK lending, and strategic debt advisory work; and client portfolio companies in portfolio financing, refinancing, distressed and restructuring matters, including rescue financings, debt for equity swaps and strategic workouts.

Mr. Gillespie has been consistently cited as a leading finance lawyer in all the leading legal directories, including Chambers Global (all editions since 2006), The Legal 500 (all editions since 1998), Chambers UK and PLC Which Lawyer. He is recognized as a key figure in the European acquisition finance field and was featured in The Chambers Global 100 (2013 edition).

Education
  • University of Law - Guildford - 1985 - Legal Practice Course
  • Trinity College - University of Oxford - 1984 - Bachelor of Arts
Accreditations
  • United Kingdom - England & Wales – Solicitor
 
Ogier

Matthew Gilley

Firm: Ogier

Matthew has a broad range of experience in various areas of banking and finance work having acted for a wide range of Jersey, UK and European financial institutions, senior and mezzanine lenders and borrowers in relation to syndicated and bilateral lending with a particular focus on the real estate finance sector. Matthew has also developed a practice advising high net worth investors in the acquisition of Jersey property holding structures and the structuring of such investments.

Clients say that Matthew is very responsive, efficient, a strong technician and a person who is able to use his own initiative to move a transaction forward in time critical situations.

Matthew qualified as a solicitor of England and Wales in 2006 and was called to the Jersey Bar as an Advocate in 2010.

Matthew has provided a Cross-Border Banking and Finance Guide for Jersey in the LexisNexis product, Lexis Practice Advisor.

Education
  • Victoria College, Jersey (1999)
  • Cardiff University (2000)
Experience
  • Ogier (2000 to date)
Accreditations
  • Qualified as an English solicitor (not practicing) (2006)
  • Advocate of the Royal Court of Jersey (2010)
Associations
  • Law Society of England and Wales - member
  • Law Society of Jersey - member
 
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
 

Jeffrey S. Graham

Firm: Borden Ladner Gervais LLP

Jeffrey Graham is a partner in the Toronto office of BLG and the national leader of the Firm’s Financial Services Regulatory Group.

Jeff acts for domestic and international financial services entities in respect of transactional and financial services advisory matters. He has particular expertise in respect of the entry and establishment of new financial businesses in Canada under both Canadian as well as provincial law. In addition, Jeff leads the firm’s practice in Islamic finance and has been recognized recently by Islamica 500 as ranked among the 50 Leaders who make the Islamic Economy in 2015.

Jeff is a Past President of The Association of Canadian Pension Management, an organization that includes the major Canadian pension funds and professional advisory funds and a past member of the Advisory Committee of the Ontario Minister of Finance on Pension s and Retirement Income.

Education
  • B. Comm. (Honours) in Economics and B.C.L./LL.B., McGill University
  • LL.B., University of Cambridge
  • LL.M., Columbia University
Experience
  • Partner, Borden Ladner Gervais LLP
  • Practice Leader, Financial Services GPC (now Fleishman Hillard)
  • Director of Legal Services, Ontario Ministry of Financial Institutions
  • Associate, Hogan & Hartson (now Hogan Lovells)
Accreditations
  • Member of the Bars of D.C. and Ontario (Previously the Bar of Quebec)
Associations
  • Director and Corporate Secretary, Toronto Financial Services Alliance
 

Ahmad Fikri Harahap

Firm: Assegaf Hamzah & Partners

Ahmad Fikri Harahap is an associate at Assegaf Hamzah & Partners. He provides both advisory and transactional services in various financing and M&A transactions, including the acquisition of a telecommunication company in 2014, which was named “M&A Deal of the Year” in Indonesia. He was also involved in the financing of a green investment project in Indonesia as one of the advisors to the United Kingdom Department for International Development and the Indonesian Ministry of Finance in 2009 to 2010.

Education
  • Universitas Padjadjaran S.H. (2010)
  • University of Melbourne LL.M (2014)
  • Australian Development Scholarship (2013-2014)
Experience
  • Assegaf Hamzah & Partners (Associate)
  • DNC Advocates at Work (Associate)
Accreditations
  • Licensed to practice in Indonesia
 
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. (2014).

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
 

Bo Harvey

Firm: McGuireWoods LLP

Bo Harvey is an associate with McGuireWoods LLP and concentrates his practice in the areas of derivatives, prime brokerage, equity lending, structured finance, financial regulation and emerging financial technology. He represents banks, alternative asset managers, insurance companies and other financial institutions as well as energy companies, institutional investors and other corporate entities in connection with a variety of transactions and in providing related regulatory and interpretive advice. He has experience negotiating and drafting agreements reflecting highly structured trading relationships for a wide variety of products, including swaps, derivatives, forwards, listed futures and options, prime brokerage and custody arrangements, structured products, equity derivatives and lending transactions, and various forms of credit support and end-user licensing arrangements. He also is extensively engaged in the management and implementation of regulatory initiatives faced by clients as a result of the Dodd-Frank Act, CFTC and SEC rules, and similar European regulations.

Education
  • Duke University School of Law, J.D.
  • Duke University, The Fuqua School of Business, M.B.A.
  • University of California, San Diego, B.A., Phi Beta Kappa
Experience
  • McGuireWoods LLP, Associate
  • Och-Ziff Capital Management Group, Assistant General Counsel
  • Linklaters LLP, Associate
Accreditations
  • Licensed to practice in New York and California
 

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
 
John Francis HilsonPaul Hastings

John Francis Hilson

Firm: Paul Hastings LLP

John Francis Hilson is a member of the faculty at UCLA School of Law and is senior counsel and a former partner of Paul Hastings LLP. While a partner of Paul Hastings, his practice emphasized finance, including asset-based finance. In that role, Mr. Hilson represented commercial finance companies, banks, hedge funds, investment banks, and other lenders in the negotiation, documentation, and closing of complex finance transactions. At UCLA Law School, he teaches a foundational course, Transactional Skills, and two capstone courses, Acquisition Financing Transactions and Business Deals.

Admitted to practice in California, Massachusetts, and New Hampshire, he served as the American Bar Association’s Business Law Section Advisor to the Joint Review Committee (a joint effort of the American Law Institute and the Uniform Laws Commission) regarding Article 9 of the Uniform Commercial Code. He is a member of the American Law Institute, a fellow (and former member of the Board of Regents) of the American College of Commercial Finance Lawyers, a former member of the Board of Advisors of the Commercial Law Center at Gonzaga University School of Law, a member of the ABA Uniform Commercial Code Committee, past president and a member of the Board of Governors of the Financial Lawyers Conference, and a member of the ABA Commercial Financial Services Committee.

He has written and lectured extensively and has been selected as a leading banking and finance lawyer by Chambers Global (Star Individual Ranking), identified as a leading banking lawyer in Who’s Who Legal, identified as a highly recommended banking and finance lawyer in Global Counsel 3000, and selected as one of the “Best of the Best” by Euromoney. He is the co-author of Asset-Based Lending: A Practical Guide to Secured Financing (Practising Law Institute, 8th ed. 2015), which is generally considered to be the definitive treatise on asset-based lending. Mr. Hilson received his J.D. from the University of Colorado Law School, Order of the Coif, where he was Comments Editor of the University of Colorado Law Review. He received his B.A., magna cum laude, from Boston University.

Education
  • University of Colorado Law School, J.D., Order of the Coif; Comments Editor, University of Colorado Law Review
  • Boston University, B.A., magna cum laude
Experience
  • UCLA School of Law, Adjunct Professor of Law
  • Paul Hastings LLP
Accreditations
  • Admitted to practice in California, Massachusetts, and New Hampshire
Associations
  • Former advisor for the American Bar Association’s Business Law Section, advising the Joint Review Committee (a joint effort of the American Law Institute and the Uniform Laws Commission) regarding Article 9 of the Uniform Commercial Code
  • Member, American Law Institute
  • Fellow and former member of the Board of Regents, American College of Commercial Finance Lawyers
  • Former member, Board of Advisors of the Commercial Law Center at Gonzaga University School of Law
  • Member, ABA Uniform Commercial Code Committee
  • Past president and member, Board of Governors of the Financial Lawyers Conference
  • Member, ABA Commercial Financial Services Committee
 
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
 
Esen IrtemPaksoy

Esen Irtem

Firm: Paksoy

Esen Irtem is a senior lawyer regularly advising on cross-border and domestic financing projects, real estate financing, mergers and acquisitions, joint ventures, corporate restructuring and insolvency for a variety of foreign and Turkish banks, financial institutions, industrial players and financial investors. Ms. Irtem has developed key experience advising both lenders and borrowers in relation to foreign and Turkish law governed loan transactions including drafting and negotiating finance documents and creation/perfection of security packages.

Education
  • Galatasaray University School of Law
Experience
  • Paksoy
Accreditations
  • Admitted to the Istanbul Bar
 
Michael Steen JensenGorrissen Federspiel LLP<br />

Michael Steen Jensen

Firm: Gorrissen Federspiel

Michael Steen Jensen is head of the Banking & Finance group of Gorrissen Federspiel. He advises banks and financial institutions on all aspects of financial law, securities, structured products, securitizations, project financing and regulatory matters including netting, collateral and clearing. Mr. Jensen has extensive experience in establishing, buying and selling financial institutions.

Education
  • University of Copenhagen, Candidatus juris 1984
Experience
  • Partner, Gorrissen Federspiel
  • Linklaters & Paines, London
Accreditations
  • Licensed to practice in Denmark
Associations
  • Honorary Legal Adviser to the British Ambassador to Denmark
  • Board member at The Danish Association of Banking and Finance Law
 
Andrew L. Jiranek

Andrew Jiranek

Firm: Jiranek & Company, P.A.

Andrew 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 published numerous 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.

Education
  • William and Mary Law School, J.D., Editor of Law Review
  • Princeton University, A.B., in economics
Experience
  • Jiranek & Company, P.A., founder and managing partner
  • View Systems Inc., executive vice president and general counsel
  • Niles, Barton & Wilmer, LLP, associate
  • Dickstein Shapiro LLP, associate
Accreditations
  • Licensed to practice law in Maryland, Virginia, and the District of Columbia
Associations
  • American Bar Association
  • Maryland Bar Association
  • Virginia Bar Association
  • District of Columbia Bar
 

Frida Aronnson Jostrand

Firm: Hannes Snellman

Frida works mainly within the fields of banking, finance and capital markets, as well as general contract and commercial law.

Education
  • LL.M., Stockholm University
Experience
  • Hannes Snellman
 
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
 

Ksenia Z. Khanseidova

Firm: Cleary Gottlieb Steen & Hamilton LLP

Ksenia Z. Khanseidova is an associate based in the Moscow office of Cleary Gottlieb.

Ms. Khanseidova’s practice focuses on corporate and financial transactions, particularly equity and debt securities offerings and M&A, as well as on international arbitration.

Ms. Khanseidova joined Cleary Gottlieb as an associate in 2006 and previously worked for the firm as a stagiaire from 2005 to 2006 and a paralegal from 2004 to 2005. She received a J.D. equivalent, summa cum laude, from Moscow State University Law School in 2005.

Ms. Khanseidova is a qualified Russian lawyer. Her native language is Russian, and she is fluent in English.

Education
  • Moscow State University, J.D. Equivalent, 2005
Experience
  • Cleary Gottlieb Steen and Hamilton LLC, since 2004
Associations
  • Lawyer, Russian Federation (2005)
 
Wonhyung KimYoon &amp; Yang LLC

Wonhyung Kim

Firm: Yoon & Yang LLC

Wonhyung Kim is a partner in the Finance and Securities Practice Group and International Practice Group at Yoon & Yang LLC in Seoul, Korea. His major practice areas are securities and finance and general corporate law. He has extensive experience in matters relating to the regulation of listed companies, asset management such as investment trusts, alternative investments and IPOs. He also has substantial experience in matters relating to the credit card business, securities issuance, foreign investment, and labor/employment.

Education
  • University of California Berkeley School of Law (LL.M., 2009)
  • Seoul National University College of Law (LL.B., 1996)
Experience
  • Yoon & Yang LLC
  • Gibson, Dunn & Crutcher LLP (visiting attorney)
Accreditations
  • Korea Bar (since 2002)
  • New York Bar (since 2010)
Associations
  • Member, Seoul Bar Association
 

Klara Kjellberg

Firm: Hannes Snellman

Klara advises clients on all types of financing transactions with particular focus on acquisition financing, bonds, corporate lending and real estate financings, as well as general contract and commercial law.

Education
  • LL.M., Stockholm University
  • Queen Mary College, University of London, Centre of Commercial Law Studies
Experience
  • Hannes Snellman
Accreditations
  • Swedish Bar Association
 
Henrik KureGorrissen Federspiel LLP<br />

Henrik Kure

Firm: Gorrissen Federspiel

Henrik Kure is an attorney in the banking and finance group in Gorrissen Federspiel’s Copenhagen office. Henrik advises banks and other financial institutions as well as corporate borrowers in a variety of domestic and international corporate finance transactions, including syndicated lending, debt capital markets transactions, commercial real estate transactions and other secured and unsecured financings. He has experience assisting lenders and borrowers in all stages of work-outs and debt restructurings. Henrik also advises on financial regulatory matters, netting and derivatives.

Education
  • London School of Economics and Political Science, LLM in Banking Law and Financial Regulation, 2010
  • University of Copenhagen, Candidatus juris 2006
Experience
  • Gorrissen Federspiel
  • Nielsen Nørager
  • Kromann Reumert
Accreditations
  • Licensed to practice in Denmark
 

Stephen Lessard

Firm: Orrick, Herrington & Sutcliffe LLP

Stephen Lessard is a Senior Associate in the New York office of Orrick, Herrington & Sutcliffe LLP and a member of the Tax Group.

Mr. Lessard focuses his practice on the taxation of debt and equity offerings, capital markets transactions, cross-border transactions, tax controversy, and municipal finance. Mr. Lessard has represented clients before the U.S. Internal Revenue Service and U.S. Tax Court. Mr. Lessard also has experience with tax issues relating to pass-through entities and counseling nonprofit organizations on federal tax law and corporate governance.

Mr. Lessard has been selected to the Minority Corporate Counsel Association’s 2015 Rising Stars list and the 2014 and 2015 New York Metro Super Lawyers Rising Stars list.

Prior to joining Orrick, Mr. Lessard served for 20 years as a Surface Warfare Officer in the U.S. Navy.

Education
  • Georgetown University Law Center, J.D.
  • University of Virginia, M.A., International Affairs
  • Texas A&M University, B.S., Political Science
Experience
  • Orrick, Herrington & Sutcliffe LLP
Accreditations
  • Licensed to practice in New York and before the United States Tax Court.
Associations
  • American Bar Association, Tax Section, member
  • New York State Bar Association, House of Delegates
  • New York County Lawyers Association, Vice-President
 
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
 

Polina Lyadnova

Firm: Cleary Gottlieb Steen & Hamilton LLP

Polina Lyadnova is a partner based in the London office of Cleary Gottlieb.

Ms. Lyadnova’s practice focuses on financial transactions, including debt capital markets and debt restructuring. She also has experience in other cross-border transactions involving Russian businesses.

Ms. Lyadnova is distinguished as a leading restructuring and banking and finance lawyer in both the UK and Russia by Chambers Global. She is also recommended by The Legal 500 UK for acquisition finance and was recognized as one of the 2015 “40 under 40 Rising Stars” in Legal Services by Financial News.

Ms. Lyadnova joined Cleary Gottlieb in 2007 and became a partner in 2013. Prior to joining the firm, Ms. Lyadnova worked in the Moscow office of another international law firm, after which she was a corporate finance legal counsel at Rusal, a large Russian metals and mining company.

She received a law degree with highest honours from the Moscow State Institute of International Relations (MGIMO) in 2003 and LL.M in Banking and Finance degree with merits from King’s College, University of London in 2007.

Ms. Lyadnova is a Russian qualified lawyer and a Solicitor of the Senior Courts of England and Wales. Her native language is Russian; she is also fluent in English and has proficient knowledge of Czech and French.

Education
  • King’s College London, LL.M., 2007
  • Moscow State Institute of International Relations, J.D. Equivalent, 2003
Experience
  • Cleary Gottlieb Steen and Hamilton LLP, since 2007
  • Rusal, Russia, Legal Counsel, May 2004 - September 2006
  • Clifford Chance, Russia, Associate, January 2002 - May 2004
Associations
  • Solicitor of the Senior Courts of England and Wales (September 17, 2012)
  • Lawyer, Russian Federation (2003)
 

Fredrik Madani

Firm: Hannes Snellman

Fredrik is a partner in the Stockholm office of Hannes Snellman. He focuses on financing transactions and has vast experience with a wide range of finance-related work, such as LBO’s, real estate financings, restructurings, corporate lending and asset finance. Fredrik was recognized in 2013 as a key individual attorney in Banking & Finance by Chambers Europe and Legal 500. In both 2011 and 2012, he was recognized as a leading lawyer in Banking & Project Finance in the IFLR 1000.

Education
  • Master of Law, Lund University
  • Bachelor of Social Science, Business Administration, Lund University
Experience
  • Hannes Snellman
  • Linklaters
  • KPMG Corporate Finance
Accreditations
  • Swedish Bar Association
 
Nixon Peabody LLP

Alexandra Margolis

Firm: Nixon Peabody LLP

Alexandra Margolis is a partner in the New York City office of Nixon Peabody LLP and a member of the firm’s Banking & Finance group. Alexandra represents corporate borrowers, financial institutions, private equity sponsors, strategic investors and investment funds in a wide range of domestic and international financing transactions. Alexandra’s practice is focused on leveraged domestic and cross-border financing transactions including cash flow and asset-based syndicated and bilateral credit facilities, acquisition financings, first and second lien facilities, repurchase facilities, investment fund financings, senior and mezzanine financings and intercreditor arrangements. She also has extensive experience with complex business reorganizations, debt restructurings, debtor-in-possession credit facilities and exit financings.

Education
  • Benjamin N. Cardozo School of Law, J.D., cum laude
  • Washington University, B.F.A.
Experience
  • Nixon Peabody LLP
  • Skadden, Arps, Slate, Meagher & Flom LLP
  • Willkie Farr & Gallagher LLP
  • Weil, Gotshal & Manges LLP
Accreditations
  • Licensed to practice in New York
Associations
  • American Bar Association, Commercial Finance Committee
  • Turnaround Management Association
  • Commercial Finance Association
 

James Mathers

Firm: Borden Ladner Gervais LLP

James Mathers is a partner in the Toronto office of BLG. James specializes in representing banks and other lenders in loan transactions and insolvency matters. He has also represented major corporations as borrowers in loan transactions. James has particular experience in syndicated loans, loans secured by worldwide assets of borrowing groups, loans relating to takeover bids, loans to communications companies and resource companies, subvented financing programs for automobile manufacturers, loans secured by pledges of publicly traded securities, and preparation of model documents for lending programs.

James was Leader of the Financial Services Group in the Toronto office from 2000 to 2005. He is recognized by national and international legal rankings publications as a leading lawyer in banking and finance.

James was the legal advisor for the Canadian Bankers Association, Secondary Loan Market Specialist Group that prepared model provisions for use in credit agreements.

Education
  • LL.B., Queen’s University
  • BA (Honours), in Mathematics and Economics, Queen’s University
Experience
  • Partner, Borden Ladner Gervais LLP
Accreditations
  • Member of the Bar of Ontario
 
Umbreen MeenaiPinsent Masons

Umbreen Meenai

Firm: Pinsent Masons

Umbreen is a lawyer in the Finance team at Pinsent Masons, Dubai. She focuses her practice on investment grade and leveraged finance, asset finance, project finance, trade finance and real-estate finance transactions based on both conventional and Islamic structures. Umbreen has substantial experience advising prominent banks, financial institutions, private equity houses, and government-related borrowers.

Education
  • LLM in Commercial Law, University of Cambridge, 2010
  • LLB (Hons.), University of London, 2009
Experience
  • Pinsent Masons LLP, Dubai
  • Clifford Chance LLP, London and Abu Dhabi
  • Irfan & Irfan (Attorneys at law), Pakistan
Accreditations
  • Solicitor licensed to practice in England & Wales
  • Licensed to practice in the United Arab Emirates
  • Attorney licensed to practice in Pakistan with rights of audience before the High Court
 
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
 
Timothy Murray

Timothy Murray

Firm: Murray, Hogue & Lannis

Timothy Murray is a partner with Murray, Hogue & Lannis in Pittsburgh, Pennsylvania. He is currently updating numerous chapters in Lexis' landmark formbook series, Rabkin & Johnson Current Legal Forms, including the chapters on sales, patent license agreements, franchising, joint ventures, assignments, and many others, and is also one of Lexis' authors of Emerging Issues Analysis.

Additionally, Timothy and Dr. John E. Murray, Jr., co-author the biannual supplements to the landmark contract law treatise Corbin on Contracts, and they collaborated on Contract Law for the 21st Century Lawyer: Critical Analysis and Practical Application (PBI Press), the book for contract law practitioners.

Timothy has represented numerous businesses and individuals in various contract transactional matters and disputes, including General Motors Corporation, Bayer Corporation, Georgia-Pacific Corporation, Alcoa, Nissan North America, companies of the Marmon Group, Mazda Motors of America, General Reinsurance, Lanxess Corporation, TWA, Kawasaki Motors, Nova Chemicals, Renda Broadcasting and Electrolux. Timothy also has been course planner for numerous contract law seminars as well as a presenter at contract law seminars for the Pennsylvania Bar Institute.

Education
  • University of Pennsylvania, J.D.
  • University of Pennsylvania, summa cum laude, B.A.
Experience
  • Murray Hogue & Lannis, partner
Accreditations
  • Admitted to practice in Pennsylvania and before the U.S. District Court, Western District of Pennsylvania and the U.S. Court of Appeals, Third Circuit 
Associations
  • Allegheny County Bar Association
  • Pennsylvania Bar Association
 

Jad Nader

Firm: NautaDutilh

Jad Nader is a counsel in NautaDutilh's banking & finance practice. He assists clients on all kinds of financial and regulatory matters including capital markets, securitization, financial products, international credit structures, funds structures, AIFM license requirements, Emir, MiFiD and listing regulations. Jad focuses in particular on sophisticated international financial techniques, where he advises and acts for major international financial institutions and private equity houses.

Jad practiced for several years at major law firms in Luxembourg, Paris and Beirut and has extensive knowledge of the banking industry drawn from his legal practice and his experience within a major European bank in Luxembourg. He was also involved in academic work, where he taught guarantees, mortgages, security interests, property and fiduciary rights, as well as privacy and IT law at the Robert Schuman University.

Jad graduated from the St. Joseph University in Beirut and holds Master degrees in both French and Lebanese Law. He also completed postgraduate degrees in Private International Law (DEA) and in IT Law (DESS) and holds a Ph.D. (Doctorat en droit privé) on the taking of security over financial assets from the Robert Schuman University of Strasbourg.

Jad published various articles on several topics such as: Islamic Finance, The taking of security over financial collateral, Restructuring and Insolvency Law, Cross-Border Lending and participates in the Corporate Law Tools Project of UN Secretary-General on Business and Human Rights.

Education
  • Robert Schuman University Strasbourg, Ph.D. on the taking of security over financial assets
  • Robert Schuman University Strasbourg, postgraduate degrees in Private International Law and IT Law
  • St. Joseph University Beirut, Master degrees in both French and Lebanese Law
Experience
  • NautaDutilh Avocats Luxembourg, Banking & Finance Counsel
  • Société Générale Luxembourg, Head of Financial and Wealth Engineering
  • Clifford Chance Luxembourg, Lawyer
  • Baroudi & Associates Law Firm Beirut, Lawyer
 
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
 

John Narducci is a partner in the New York office of Orrick, Herrington & Sutcliffe LLP and a member of the Tax Group. Mr. Narducci’s practice focuses on the tax aspects of securities offerings, mergers and acquisitions, restructurings, transactions in the energy market, financings, derivatives, as well as a broad range of other transactions.

Working with issuers, underwriters and investment funds, Mr. Narducci has advised clients on numerous securities offerings, including issuances of structured notes, tender option bonds, collateralized debt obligations, credit-linked notes, asset-backed securities, high-yield debt and interests in investment funds. Such offerings involved issuers in more than 40 countries. His work involves the examination of tax issues with respect to such offerings, as well as the structuring of financial instruments and transactions.

Education
  • J.D., cum laude (graduated first in his class), Fordham University School of Law, 1988
  • B.S., summa cum laude, Accounting and Taxation, Villanova University, 1984
Experience
  • Orrick, Herrington & Sutcliffe LLP
Accreditations
  • Licensed to practice in New York
Associations
  • American Bar Association
  • New York State Bar Association: Tax Section, Committees on Financial Instruments and Foreign Activities of U.S. Taxpayers
 
Ulrike NaumannBowman Gilfillan Africa Group

Ulrike Naumann

Firm: Bowman Gilfillan Africa Group

Ulrike Naumann is a partner at Bowman Gilfillan Africa Group and head of the firm’s finance practice. She has extensive experience in secured and syndicated lending, structured finance, and preference share funding transactions, as well as acquisition finance, property finance, and leveraged finance (particularly LBOs, as advisor to both senior and mezzanine funders). Ulrike advises banks and financial institutions on various complicated debt restructuring transactions, fund formation, and other private equity—related work. She is also well versed in capital markets transactions, with special expertise in advising arrangers and issuers of high-yield bonds in the South African and offshore markets.

Education
  • University of Oxford, BCL
  • University of Stellenbosch, LLB, cum laude
  • University of Stellenbosch, BCom, cum laude
Experience
  • Bowman Gilfillan Africa Group
  • Max Planck Institute for Foreign and International Private Law, Hamburg
Accreditations
  • Licensed to practice law in South Africa
Associations
  • Law Society of the Northern Provinces (South Africa)
  • International Bar Association (member of the banking law committee)
 
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
 
Baker &amp; McKenzie

Oanh Nguyen

Firm: Baker & McKenzie

Oanh Nguyen is a partner at Baker & McKenzie (Vietnam) Limited. Her principal areas of practice include banking and finance, securities, mergers and acquisitions, and project finance. She has worked with a broad range of international and domestic clients.

Education
  • University of Law of Ho Chi Minh City, bachelor of law
Experience
  • Arbitrator, Pacific International Arbitration Center
Accreditations
  • Licensed to practice in Vietnam
Associations
  • Ho Chi Minh City Bar Association
  • American Chamber of Commerce in Vietnam, Ho Chi Minh City chapter
  • Asia Working Group–South East Asia National Contact Group
 

Toshiyuki Nonaka

Firm: Nishimura & Asahi

Toshiyuki Nonaka joined Nishimura & Asahi (f/k/a Nishimura & Partners) in 2000 and has been a partner with the firm since 2009. His work is primarily in the field of finance.

Mr. Nonaka is active in various kinds of banking transactions, with a special emphasis on acquisition finance. In this field he is recognized as a renowned expert and has advised on a large number of transactions such as LBO/MBO transactions involving both listed and unlisted companies, as well as on mezzanine financing transactions.

Mr. Nonaka also has wide ranging experience in the area of structured finance, where he has been involved in numerous securitization transactions of a wide variety of assets including monetary claims, real estate and distressed assets.

Furthermore, with his experience seconded to a merchant banking subsidiary of an investment banking firm, Mr. Nonaka’s expertise also extends to the areas of private equity and principal investment.

Education
  • 1998: Keio University (LL.B.)
  • 2006: Columbia University School of Law (LL.M., a Harlan Fiske Stone Scholar)
Accreditations
  • Japan (2000)
  • New York (2007)
 
K &amp; L Gates LLP

Anthony Nolan

Firm: K&L Gates LLP

Anthony Nolan, a finance partner in K&L Gates LLP’s New York office and a practice area leader for the firm’s global finance practice, has a domestic and international practice that emphasizes lending transactions, fixed income securities, structured finance, structured products, and derivatives. He often works at the intersection of finance and investment management, including trading and regulation of swaps and security-based swaps, loan trading, securities lending, and repo as well as traditional borrowing and leverage transactions.

Nolan has significant experience in securities laws affecting asset-backed securities, corporate debt securities, and security-based swaps; commodity futures laws impacting swaps and commodity pool participants; and banking laws that regulate the derivatives and securities activities of depository institutions and their affiliates including under the Volcker Rule.

He regularly advises clients in transactions involving the financial services, energy, transportation, equipment leasing, manufacturing, health care, and real estate industries, and his structured finance experience encompasses cash and synthetic securitizations and covers a variety of financial assets, including commercial loans and loan participations, aircraft and equipment leases, and many types of consumer assets.

Education
  • M.A., University of Oxford, 1992
  • J.D., Columbia Law School, 1991, (Harlan Fiske Stone Scholar; articles editor, Columbia Journal of Transnational Law)
  • B.A., University of Oxford
Experience
  • K&L Gates LLP, Partner
Accreditations
  • Licensed to practice in New York
 
Edward J. O&rsquo;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
 
Stefan PaulmayerSch&ouml;enherr

Stefan Paulmayer

Firm: Schöenherr

Mr. Paulmayer is an attorney at law in the Vienna office of Schoenherr, a full service law firm in Central and Eastern Europe ranked in the top tier in 2015 by Chambers, the IFLR1000, Legal 500 and Germany’s JUVE. Mr. Paulmayer advises clients in banking, finance and capital markets, investment funds, banking and securities regulation, financial services supervisory laws, derivatives and debt restructuring. Recent clients include major international and regional banks, insurance companies, fund and asset managers, and corporates. Mr. Paulmayer has lectured at the University of Vienna.

Education
  • University of Vienna, Vienna/Austria (Mag. iur. 2007)
Experience
  • Schoenherr
  • CMS Reich-Rohrwig Hainz Rechtsanwälte
  • Freshfields Bruckhaus Deringer (trainee)
Accreditations
  • 2013, Austria
 
K &amp; L Gates LLP

Lawrence Patent

Firm: K&L Gates LLP

Lawrence Patent, Of counsel in the Washington, D.C., office of global law firm K&L Gates LLP, counsels businesses with respect to commodity interest trading compliance and the legal requirements governing trading in over-the-counter derivatives and exchange-traded futures, including both international and U.S. markets. His clients include, among others, hedge funds, currency dealers, commodity pool operators, commodity trading advisors, futures commission merchants, and introducing brokers.

He services diverse client needs, including advice regarding the registration, disclosure, and other regulatory requirements of the Commodity Futures Trading Commission (CFTC) and National Futures Association, preparation of internal compliance procedures and policies for trading operations, time-sensitive legal advice concerning particular market positions and strategies, and compliance training.

Patent joined K&L Gates in 2008 after serving more than 30 years as an attorney with the CFTC, the last five as the Deputy Director of the Division of Clearing and Intermediary Oversight.

Education
  • J.D., Georgetown University Law Center, 1977
  • B.A., Williams College, 1974, (cum laude)
Experience
  • K&L Gates, Of Counsel
Accreditations
  • Licensed to practice in the District of Columbia
 
Sch&ouml;enherr

Arijana Petres

Firm: Schöenherr

Arijana Petres is a local partner of Petres & Cvirn in cooperation with Schoenherr. She specializes in banking and finance, debt restructuring, insolvency, M&A, public takeovers and capital markets, corporate reorganizations, venture capital and project finance. She represents Croatian and international banks and corporates in mainly transactional and regulatory work.

Being with Schoenherr since 2002 (after leaving a top-tier national firm) Arijana has lead or been actively involved in basically all banking & finance transactions in Croatia on our track record.

Education
  • University of Zagreb, Faculty of Law, Zagreb/Croatia (Dipl. iur. 1998)
Experience
  • With Schoenherr, since 2002
Accreditations
  • Admitted to the bar 2002, Croatia
Associations
  • Croatian Bar Association
 
Richard PhillipsK &amp; L Gates LLP

Richard Phillips

Firm: K&L Gates LLP

Dick Phillips, of counsel and former senior partner at K&L Gates, San Francisco, concentrates his practice in securities regulation, particularly investment management, broker/dealer regulation and SEC enforcement.

Prior to joining K&L Gates, Dick held numerous positions on the SEC staff, including assistant to the chairman and to a member of the Commission, assistant general counsel and staff director of the SEC Corporate Disclosure and Investment Company Studies. His wide range of experience also includes having served as chair of the Section of Business Law of the American Bar Association and vice-chairman and editor of the Business Law Section’s publication, The Business Lawyer, and chair of its Committee on Federal Regulation of Securities.  Additionally, he has been chair of the Federal Bar Association’s Executive Council of the Securities Law Committee and a member of the Legal Advisory Committee of the National Association of Securities Dealers, Inc., and the Regulatory Affairs Advisory Committee of the New York Exchange.

Dick served as leader of securities law delegations to China, Eastern Europe, Brazil and Russia, as well as a consultant to the Korean Minister of Finance on the Korean securities market and to the U.S. Agency for International Development on the Brazilian securities market.

In 2001, Dick received the William O. Douglas Award of the SEC Alumni Association for contributions to the development of securities law and service to the financial and SEC communities over the years.

Education
  • Columbia University, BA
  • Yale Law School, LL.B.
Experience
  • K&L Gates, senior partner
  • U.S. Securities and Exchange Commission
Accreditations
  • Licensed to practice in California, the District of Columbia and New York
 
Mike Pikiel

Mike Pikiel

Firm: Norton Rose Fulbright

Mike Pikiel is a New York-based partner at Norton Rose Fulbright and the Head of Infrastructure, Mining and Commodities, 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.

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
 

Carlo de Vito Piscicelli

Firm: Cleary Gottlieb Steen & Hamilton LLP

Carlo de Vito Piscicelli is a London and Milan based partner of Cleary Gottlieb. His practice focuses on leveraged finance and restructuring matters and he advises clients globally on a wide variety of loan facilities, high-yield notes and related derivatives transactions.

Carlo joined the firm in 2004, became counsel in 2010, and a partner in 2014. From 2004 to 2010, he was resident in the Milan and London offices, and from 2010 to 2012, he was resident in the New York office. Carlo previously worked for Simpson Thacher & Bartlett LLP in New York and Studio Legale Pedersoli in Milan.

Education
  • Harvard Law School, LL.M., 2000
  • Università degli Studi di Milano, LL.B., 1996
Experience
  • Cleary Gottlieb Steen & Hamilton LLP
  • Simpson Thacher & Bartlett LLP
  • Studio Legale Pedersoli (Milan)
Accreditations
  • Milan Bar, New York Bar
 
Jason T. Polevoy

Jason T. Polevoy

Firm: Patterson Belknap Webb & Tyler LLP

Jason T. Polevoy is Counsel to the New York law firm of Patterson Belknap Webb & Tyler LLP and a member of its Real Estate Department. Mr. Polevoy 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. He represents real estate owners, developers, investors and lenders, as well as tenants. He is a frequent author of articles and speaker on panels relating to real estate law.

Education
  • University of Pennsylvania Law School, J.D.
  • University of Pennsylvania, B.A., cum laude
Experience
  • Patterson Belknap Webb & Tyler LLP
  • Kleinberg, Kaplan, Wolff & Cohen, P.C.
  • McDermott Will & Emery LLP
  • Paul, Weiss, Rifkind, Wharton, & Garrison LLP
  • Willkie 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, Real Property Law Committee and Chair of Development and Finance Subcommittee
 
K &amp; L Gates LLP

Rachel Proctor

Firm: K&L Gates LLP

Rachel Proctor, an associate in the Portland office of K&L Gates LLP, is a member of the firm’s energy, infrastructure and resources practice group. She focuses on electric and natural gas utility law issues with an emphasis on transactional matters, and also counsels clients on compliance and risk management matters facing the electric and natural gas industry including, but not limited to, swap data reporting and recordkeeping requirements of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act.

Education
  • J.D., University of Denver College of Law, 2010
  • B.A., Gonzaga University, 2006
Experience
  • K&L Gates LLP, Associate
Accreditations
  • Licensed to practice in Washington
 
Christian de Lima RamosRamos e Zuanon Advogados

Christian de Lima Ramos

Firm: Ramos e Zuanon Advogados

Christian de Lima Ramos is a founding partner at Ramos e Zuanon Advogados. The firm represents some of the most active and dynamic Brazilian and international financial institutions, investment funds and corporations. Mr. Ramos specializes in structuring financial and corporate transactions, trade finance and international negotiations.

Education
  • Universidade de São Paulo (Law Degree)
  • Georgetown University (LL.M)
Experience
  • Ramos e Zuanon Advogados
 
Gretchen Passe RoinWilmerHale

Gretchen Passe Roin

Firm: WilmerHale

Gretchen Passe Roin represents both registered and unregistered investment companies and investment advisers. She works with a wide range of registered fund structures, including open- and closed-end mutual funds, ETFs, money market funds, target date funds, variable annuity and life insurance funds. Her representation of unregistered funds focuses on hedge funds and stable value funds, though she also works with venture capital and private equity fund managers to determine eligibility for and compliance with exemptions from registration of their advisory business and/or funds with the SEC.

Ms. Passe Roin has substantial experience helping hedge funds and proprietary trading desks address regulators’ evolving concerns with algorithmic and high-frequency trading strategies. Her representation of fund boards and advisers includes addressing a range of questions on the federal securities laws, generally, and specific issues such as liquidity, credit quality, leverage, derivatives, securities lending and fair valuation. She also advises on the development and testing of compliance policies for insider trading, money laundering, market manipulation, pay-to-play arrangements, misuse of expert networks and whistleblower reprisal.

Education
  • Harvard Law School, J.D.
  • Harvard College, B.A., magna cum laude
Experience
  • WilmerHale
Accreditations
  • Licensed to practice in Massachusetts
 
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
 

Walter Schellekens

Firm: NautaDutilh

Walter Schellekens specialises in syndicated lending, restructurings, and capital markets transactions. He has broad experience as counsel on both the borrower side and the lending side of syndicated credit facilities with Dutch borrowers and/or involving Dutch security, and as adviser on public offerings in or from the Netherlands.

Over the years, Walter has represented many retail and investment banks, including Goldman Sachs, Morgan Stanley, Deutsche Bank, ABN AMRO Bank, ING Bank, Rabobank and NIBC Bank, in equity, debt capital and loan market transactions. Walter graduated from Leiden University in 1986. He joined NautaDutilh in 1987 and became a partner in 1996.

He is a member of Insolad, the Dutch association of insolvency lawyers, and of the Dutch Association of Securities Law (Vereniging voor Effectenrecht).

Walter is recommended by IFLR 1000, The Legal 500 and the Chambers and Partners Global and Europe Guides.

Education
  • Leiden University
Experience
  • NautaDutilh
  • Banking and Finance
  • Capital Markets
  • Restructurings
Accreditations
  • Dutch bar
Associations
  • Dutch association of insolvency lawyers (Insolad);
  • Dutch Association of Securities Law (Vereniging voor Effectenrecht)
 
Morgan, Lewis &amp; Bockius LLP

Matthew Edward Schernecke

Firm: Morgan, Lewis & Bockius LLP

Matthew Edward Schernecke has been a part of the Finance practice group at Morgan, Lewis & Bockius LLP for over ten years and advises private equity clients on leveraged buyouts and corporate borrowers on domestic and international acquisition-related financings, real estate financings, out-of-court restructurings, bankruptcy matters, and workouts.

Matthew’s borrower-side client base encompasses diverse industries, including real estate funds, media, Internet, food and beverage, and traditional and Internet retailers. Matthew frequently represents second lien and mezzanine investment funds on loans and other investment transactions with a wide range of borrowers across industry classes and of all sizes, types, and structures. He also has extensive experience in the impact investing space, representing not-for-profit foundations and other alternative lending sources in investments in the social impact investing area. He has been recognized as a New York Metro Area Rising Star by Super Lawyers in 2013 and 2014.

Education
  • The Johns Hopkins University, B.A. 1998
  • The University of Chicago Law School, J.D.
Experience
  • Federal Law Clerk, Magistrate Judge Cheryl L. Pollak, E.D.N.Y.
  • Morgan, Lewis & Bockius LLP, 2003 to Present
Accreditations
  • Admitted to practice in New York
 

Anita Schläpfer

Firm: Schellenberg Wittmer

Anita Schläpfer is a partner in Schellenberg Wittmer’s Banking and Finance Group in Zurich. Her focus is on banking and finance law, collective investment schemes, structured and derivative financial products, and financial services regulation, including insurance regulation.

Anita specializes in advising Swiss and international financial institutions and corporate clients on the structuring, negotiation, and documentation of domestic and cross-border acquisition finance and syndicated-lending transactions, securitizations, and other finance transactions. She also assists clients on all questions arising in connection with on- and off-shore investment funds and companies, including licensing, distribution, and asset management-related issues.

Education
  • University of St. Gallen, lic.iur
  • Columbia University, LL.M.
Experience
  • Schellenberg Wittmer Ltd
  • Pestalozzi Attorneys at Law Ltd
Associations
  • Swiss Bar Association
  • International Association of Young Lawyers (AIJA), former president and head of banking, finance and securities law commission
  • American Bar Association
 

John Servidio

Firm: McGuireWoods LLP

John Servidio is a Partner in the New York and Los Angeles office of McGuireWoods LLP. John’s practice focuses on capital markets, with an emphasis on derivatives and structured products. He advises dealers and issuers on structuring equity financial products, including equity-linked offerings, hedging and monetization agreements and share repurchase programs. He works with banks, alternative asset managers and corporate counterparties to execute listed and over-the-counter equity, rate, currency, energy and commodity derivative transactions. In addition to providing transactional advice, John serves as counsel to swap dealers, financial entities and end-users on Dodd-Frank, CFTC and SEC compliance matters, as well as to banks in resolving regulatory issues.

Education
  • Pepperdine University School of Law, J.D.
  • Pepperdine University Graduate School of Business, M.B.A.
  • University of Arizona, B.S.B.A.
Experience
  • McGuireWoods LLP, Partner
  • Bank of America Merrill Lynch, Assistant General Counsel
  • Bear Stearns, Associate
Accreditations
  • Licensed to practice in New York and Illinois
 

Frank Schlobach

Firm: Gleiss Lutz

Frank Schlobach is partner at Gleiss Lutz, based in its Frankfurt office. He has been with Gleiss Lutz since 2012 and previously worked, from 2005-2006, at a leading US law firm in Frankfurt and, from 2007-2012, at a leading UK law firm in Frankfurt, where he was seconded to its London office in 2011/2012. His clients include private equity houses, corporates and financial institutions.

Frank specialises in banking and finance. He advises on domestic and cross-border financing transactions, including leveraged buyouts, mezzanine and other subordinated debt financings, corporate loans, infrastructure financings and financial restructurings.

Frank studied at the universities of Augsburg and Melbourne (Monash University LL.M. 2004) and has been a Partner at Gleiss Lutz since 2016. He previously worked, from 2005-2006, at a leading US law firm in Frankfurt and, from 2007-2012, at a leading UK law firm in Frankfurt, where he was seconded to its London office in 2011/2012. Frank speaks German and English.

 
Aashit Shah

Aashit Shah

Firm: J. Sagar Associates

Aashit Shah is a partner at the Mumbai office of J. Sagar Associates. His core practice areas are finance, M&A and private equity. Aashit has considerable experience in advising domestic and international clients on a variety of debt and equity transactions. He regularly advises Indian and multinational banks, non-banking finance companies, financial institutions and borrowers in relation to commercial debt, acquisition finance, asset finance, real estate finance, trade finance and restructurings. He has also assisted numerous clients on structuring and implementing debt, quasi-debt and equity transactions, which are compliant with the maze of Indian exchange control and banking regulations. In the areas of M&A and private equity, Aashit has advised multinational companies, strategic investors and funds in share acquisitions, business transfers and asset transfers, and also advised on divestments from Indian companies. He also advises investment managers and advisors on setting up of equity and debt funds, which complements his finance and private equity practice.

Education
  • Government Law College (Mumbai, India), B.L.S. LL.B.
  • Chicago Kent College of Law, LL.M.
Experience
  • J. Sagar Associates
  • AZB & Partners
  • Nishith Desai Associates
Accreditations
  • Licensed to practice in India
Associations
  • Bar Council of Maharashtra & Goa
  • International Bar Association
 
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
 

Dwight Smith is a partner of Nelson Mullins Riley & Scarborough LLP in Washington, D.C., where he focuses his practice on bank regulatory, payments, and consumer finance matters. He began his banking work during the savings and loan crisis and its resolution during the late 1980s and early 1990s, experience that set the stage for his practice during the recent financial crisis and its aftermath. During more stable periods in the industry, he has advised on both the institutional and consumer sides of banking, particular with respect to the wide range of new requirements in the Dodd-Frank Act. In recent years, he has advised clients on mergers and acquisitions, on the capital impact of securities offerings, and on compliance with laws affecting commercial lending and other aspects of a bank’s commercial business. He has counseled boards of directors on corporate governance and compliance with regulatory expectations. In the payments area, he has advised on alternatives to ACH transactions and on the laws that affect payment processing, including electronic fund transfer rules, privacy standards, and Bank Secrecy Act requirements. On the consumer side, he has counseled banks and nonbanks involved in consumer lending on the array of consumer protection statutes, notably including new conditions on mortgage lending under the Truth in Lending Act and RESPA. His clients include community, regional, and large banks and thrifts across the country, payment processors, and nonbank commercial and consumer loan companies.

Education
  • B.A. Yale College
  • J.D. Yale Law School
Experience
  • Nelson Mullins Riley & Scarborough LLP, partner
  • U.S. Dep’t of Treasury, Office of Thrift Supervision
  • Law clerk, Hon. Hugh H. Bownes, U.S. Court of Appeals for the First Circuit
Accreditations
  • Admitted in New York and the District of Columbia
 
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
 
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
 
Sch&ouml;enherr

Gergely Szalóki

Firm: Schöenherr

Mr. Szalóki is an attorney at law with Schoenherr Hungary since February 2009, having more than 10 years of experience. Mr. Szalóki specializes in banking & finance and capital markets and also deals with insurance regulatory issues. He has been involved in numerous significant transactions for both domestic and foreign clients of the firm frequently acting for clients in the financial industry and also advises on the borrower side. He is continuously involved in bond issue transactions representing both managers and issuers and acts for investment funds. Mr. Szaóki also deals with banking and insurance regulatory issues.

Education
  • Károli Gáspár Protestant University, PhD.
  • Emory University, World Law Institute
  • Central European University, LL.M.
  • Károli Gáspár Protestant University, J.D.
Experience
  • European Investment Bank, trainee, Luxembourg
  • Hankook Tire Hungary Ltd., in-house lawyer, Budapest
  • DAS Legal Expense Insurance Co. Ltd., in-house lawyer, Budapest
Accreditations
  • 2011, Hungary
 

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
 
Togan TuranPaksoy

Togan Turan

Firm: Paksoy

Togan Turan is a partner at Paksoy and leads the competition practice at the firm. He has extensive experience in mergers and acquisitions, private equity, privatization transactions and antitrust matters. He represents a variety of international clients in the retail, energy, gas, telecommunications, tobacco, banking, insurance, healthcare, food and steel sectors. His experience covers all aspects of transactions from due diligence reviews, contract drafting, and negotiating and structuring deals to advising on regulatory aspects.

Education
  • University of London, LLM 2002
  • Istanbul University School of Law,1998
Experience
  • Paksoy
Accreditations
  • Admitted to the Istanbul Bar
Associations
  • Istanbul Bar Association
 
Euchung UngKleinberg, Kaplan, Wolff &amp; 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, Garc&iacute;a-Cu&eacute;llar, Aiza y Enr&iacute;quez, 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
 
Kaye Scholer LLP

Skanthan Vivekananda

Firm: Kaye Scholer LLP

Skanthan Vivekananda is a Partner in the Finance Department of Kaye Scholer’s Los Angeles office. Skanthan has a wide ranging finance practice focused on structured finance, derivatives and investment management. A significant portion of Skanthan’s structured finance practice involves the representation of banks and asset managers in connection with the formation and structuring of cash and synthetic CDOs, CLOs and other securitization vehicles. Skanthan also advises clients in connection with the risk retention rules for securitizations and related structuring issues.

Skanthan is also a derivatives specialist and counsels investment funds and other financial institutions in connection a variety of over-the-counter and centrally cleared derivatives and structured products. His practice focuses on a wide range of issues relating to derivatives, including transaction structuring, counterparty exposure analysis and regulatory and compliance obligations arising under U.S. securities laws, the Commodity Exchange Act, the Dodd-Frank Wall Street Reform and Consumer Protection Act and the Investment Company Act. His finance practice also has an investment management focus. He routinely advises both registered and private investment funds and their investment advisers in connection with margin lending facilities, prime brokerage facilities and related regulatory issues.

Education
  • J.D., University of Michigan Law School, 2003, (cum laude, Associate Editor, University of Michigan Law Review)
  • A.B., University of California, Berkeley, 1999, (political science and economics)
Experience
  • Kaye Scholer LLP, Partner
  • K&L Gates LLP, Partner
Accreditations
  • Licensed to practice in Massachusetts and New York
 
Sidley Austin LLP

Annie C. Wallis

Firm: Sidley Austin LLP

Annie C. Wallis is a Partner 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
 
Shirley WangZhong Lun Law Firm

Shirley Wang

Firm: Zhong Lun Law Firm

Shirley represents Chinese companies in their international investment and finance projects. Her practice mainly focuses on banking and finance, mergers and acquisitions and international investment. Shirley has represented numerous PRC banks and companies on international bilateral loans, syndicated loans, project finance, corporate bonds (onshore and offshore), international letters of guarantee and finance leasing. Shirley also advises companies in areas of oil, gas, petrochemical, wind, nuclear power, mining and manufacturing mergers & acquisitions and compliance matters.

Education
  • LL.M, Bloomington School of Law, Indiana University
  • MBA, Beijing Institute of Technology
  • LL.B, Xiamen University
Accreditations
  • Licensed to practice in People’s Republic of China (1994)
 
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 primarily on the representation of borrowers and lenders in acquisition and other leveraged financings, as well as corporate restructurings and workouts. She has extensive experience representing financial institutions such as Barclays, Citigroup and Goldman Sachs, and companies such as Travelport, Nasdaq, Frontier Communications and Exide. Ms. Ward serves as co-chair of the firm’s Opinion Committee and she is a former member of Skadden’s Policy Committee, the firm’s governing body. Ms. Ward’s matters have won national recognition, including numerous awards from the Financial Times, The M&A Advisor and IFR.

Ms. Ward also served as global co-head of the Banking Group from 2009-14. She has authored numerous articles related to her practice, including in publications such as Law360, Practical Law Journal and International Financial Law Review, among others. She also has lectured extensively on banking-related topics. In 2015, Ms. Ward won the “Banking and Finance Award” at the Americas Euromoney Women in Business Law Awards. 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 Best Lawyers in America in 2016, IFLR1000 (2013-15), Legal 500 U.S. (2013 and 2014) and The International Who’s Who of Banking Lawyers (2014 and 2015).

Education
  • J.D., Fordham University School
  • A.B., Princeton University
Experience
  • Skadden, Arps, Slate, Meagher & Flom
Accreditations
  • Licensed to practice in New York
Associations
  • New York City Bar Association
  • New York State Bar Association
 
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
 

Roderick E. Wetsel

Firm: Wetsel, Carmichael & Allen, LLP

Roderick E. Wetsel, partner of Wetsel, Carmichael & Allen, LLP in Sweetwater, Texas, has practiced law for 36 years. He is an adjunct professor at the University of Texas School of Law where he teaches a seminar on Texas Wind Law.

In 2011, Mr. Wetsel co-authored the first treatise on Texas Wind Law with Professor Ernest E. Smith, Steven K. DeWolf, and Becky H. Diffen, which is published by LexisNexis® and revised annually.  Additionally, Mr. Wetsel has written numerous other articles on wind energy as well as oil and gas law.  He is a frequent speaker on wind energy issues throughout the United States.

Education
  • University of Texas at Austin, B.A. with high honors and special honors in History, 1975
  • University of Texas School of Law, J.D., 1977
Experience
  • Wetsel, Carmichael & Allen, LLP
Accreditations
  • Board Certified in Oil, Gas, and Mineral Law by the Texas Board of Legal Specialization, 1989 -
Associations
  • Member, Phi Beta Kappa, 1974
  • Texas Bar Association; American Bar Association
  • Assistant Editor, Texas Title Standards Joint Editorial Board, 1991 -
  • Member, State Bar of Texas Oil, Gas, and Energy Resources Law Council, 2003 - 2006
  • Advisory Council, Kay Bailey Hutchison Center for Energy, Law, and Business, The University of Texas at Austin, 2014 -
Publications
  • Rod E. Wetsel and Steven K. DeWolf, “Ride Like the Wind: Selected Issues in Multi-Party Wind Lease Negotiations,” 1 Texas A&M Journal of Real Property Law 447-464 (2014)
  • Ernest E. Smith, Roderick E. Wetsel, Steven K. DeWolf, and Becky H. Diffen, Texas Wind Law (LexisNexis, 2011)
  • K.K. DuVivier and Roderick E. Wetsel, “Jousting at Windmills: When Wind Power Development Collides with Oil, Gas, and Mineral Development,” 55 Rocky Mt. Min. L. Inst. 9-1 (2009)
 

Josée Weydert

Firm: NautaDutilh

Josée Weydert is the managing partner of NautaDutilh Avocats Luxembourg and leads the banking and finance practice. She works extensively in finance and corporate law, in particular in capital markets, structured finance, securitisation, financial products, securities laws, international finance structures, insolvency and restructuring. She also deals with the setting up of debt and real estate funds.

Josée regularly advises financial institutions, other financial professionals and corporate groups on financings and investment structures. Having worked during her career for more than 6 years in the capital markets and structured finance departments at a leading bank in Luxembourg, Josée also has a considerably strong background in the banking field.

With 20 years of legal experience, Josée enjoys high recognition among both market players and clients. She has been nominated as the Best Lawyer in Luxembourg in Capital Markets by Best Lawyers 2014 and also as a Leading Lawyer by the IFLR1000 directory in 2013 and 2014. Chambers highlights her as having “profound knowledge of the products and services marketed in Luxembourg's financial market and excellent working relationships with the government and regulators”. Clients value her “depth of expertise and long–standing experience in the banking industry”.

Josée and her team recently published several articles in various legal publications, including International Law Office (ILO) and Euromoney; “New act Regulates family office activities” (ILO, January 2013), “Law on dematerialized securities enters into force” (ILO, April 2013), “AIFM Directive implementation: another reason to choose Luxembourg” (ILO, July 2013), “Asset Management in Luxembourg” (Global Asset Management Review 2013/14, Euromoney Yearbooks). She also regularly speaks at conferences, in particular on topics including securitisation, finance products and security assets.

Education
  • Robert Schuman University Strasbourg, law degree
Experience
  • NautaDutilh Avocats Luxembourg, Managing Partner – Banking & Finance Partner
  • Kremer Associés & Clifford Chance, Avocat à la Cour
  • Banque générale de Luxembourg, Head of financial markets legal group
Accreditations
  • Admitted to the Luxembourg Bar
Associations
  • American Business Association in Luxembourg (ABAL)
  • The representative body for the Luxembourg investment fund industry (ALFI)
  • The American Chamber of Commerce (AMCHAM)
  • The British Chamber of Commerce (BCC)
  • The IFLR Women in Business Law Group
  • Member of the EMIR working group of the Luxembourg Banker's Association (ABBL)
 
Nicholas WhitneyChapman and Cutler LLP

Nicholas Whitney

Firm: Chapman and Cutler LLP

Nicholas Whitney is a partner in the Banking and Financial Services Department 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
 
Chris WongDeacons

Chris Wong

Firm: Deacons

Chris Wong is a Trainee Solicitor at Deacons. He graduated from the University of New South Wales with a Bachelor of Laws and a Bachelor of Commerce, majoring in finance. He began his traineeship with Deacons in 2013, and after his qualification in 2015 Chris will continue his work in the Finance and Insolvency Department.

Education
  • Bachelor of Commerce/Bachelor of Laws, University of New South Wales, Australia
Experience
  • Deacons, Trainee Solicitor
 
Paul Hastings

Calista Wu

Firm: Paul Hastings LLP

Calista Wu is an associate in the Corporate practice of Paul Hastings LLP. Her practice focuses on commercial and corporate finance transactions, asset-based lending, subordinated debt financings, and other lending transactions.

Prior to joining the firm, Ms. Wu served as a law clerk to the Honorable Ferdinand F. Fernandez of the United States Court of Appeals for the Ninth Circuit.

Ms. Wu received her J.D., magna cum laude, from Loyola Law School, where she was elected to the Order of the Coif and served as Articles Editor of the Loyola of Los Angeles Law Review. She received her B.S. and her B.A., both with Honors, along with Distinction in General Scholarship, from the University of California, Berkeley.

Education
  • Loyola Law School, J.D., magna cum laude, Order of the Coif; Articles Editor, Loyola of Los Angeles Law Review
  • University of California, B.S., B.A., with honors, along with distinction in general scholarship
Experience
  • Paul Hastings LLP
  • United States Court of Appeals for the Ninth Circuit
Accreditations
  • Admitted to practice in California
Associations
  • Committee Member, Financial Lawyers Conference
  • Member, State Bar of California, American Bar Association, Los Angeles County Bar Association, and Orange County Bar Association
 

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
 
K &amp; L Gates LLP

Eric S. Yoon

Firm: K&L Gates LLP

Eric Yoon is a partner at K&L Gates LLP, splitting time evenly between its New York and Seoul offices. Eric focuses his practice in banking and financial services regulation, cross-border M&A, and financings. He has represented major multinational corporations, global financial institutions, and foreign sovereign entities in the regulatory and transactional aspects of their geographic and product-line expansions as well as strategic divestitures.

Eric has significant experience representing non-U.S. banks and financial institutions with respect to regulatory aspects of their activities in the United States. He has represented his clients before various federal and state regulatory agencies and is expert in the Bank Holding Company Act (including the Volcker Rule) and the Dodd-Frank Act.

Education
  • Columbia Law School, J.D.
  • Brown University, A.B., magna cum laude
Experience
  • K&L Gates LLP, partner
  • White & Case LLP, partner
Accreditations
  • Licensed to practice in New York
 
Skadden Arps

Sooryun Youn is a counsel in the Skadden’s Banking Group, focusing on the Uniform Commercial Code and secured transactions. This area addresses personal property law, with a special emphasis on those issues arising under Article 8 (Investment Securities) and Article 9 (Secured Transactions) of the Uniform Commercial Code. She has advised clients on commercial law and personal property transfer issues in connection with syndicated credit facilities, acquisition financings, secured note offerings, project financings, bankruptcy and non-bankruptcy restructurings, real estate transactions and asset sales. She represents corporations, private equity funds and financial institution investors as borrowers and issuers, as well as investment banks, commercial banks and other financing institutions as lenders, agents and underwriters.

Education
  • J.D., Columbia University School of Law
  • A.B., Harvard College
Experience
  • Skadden, Arps, Slate, Meagher & Flom
Accreditations
  • Licensed to practice in New York
Associations
  • New York City Bar Association
  • New York State Bar Association
 
Ross YusteinKleinberg, Kaplan, Wolff &amp; 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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