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Roger Davis Partner

San Francisco

Among the attributes that contributed to his Hall of Fame selection were:

  • Recognized and sought out for his ability to apply his unusually extensive and diverse experience to solve problems as they arise and develop new programs or financial structures, and for his expertise and judgment in securities laws and disclosure.
  • Dedicated to helping bring about projects and programs (whether sponsored by public entities, nonprofit corporations or for-profit enterprises) that provide a public benefit and make people’s lives better.
  • Having led the development of the housing and healthcare practices at Orrick, his recent focus has been on governmental transactions, all manner of non-profit corporations, public private partnerships (P3), portfolio sales, securitizations, energy and water efficiency programs, student, senior and workforce housing, pool programs, new financial structures and programs and applications of Public Finance Authority (created in Wisconsin to finance any type of project or program in any state or territory).
  • Some of those new financial structures and programs have included pension obligation bonds, variable rate lease financing, and, more recently, joint powers authority ownership structure (turning private activity projects or projects not generally eligible for tax-exempt financing into tax-exempt governmental purpose bonds; for example, for middle income workforce housing), and energy and other infrastructure as a service (P3, simplifying procurement, off balance sheet).
  • Responsibility for legislation crucial to the scope and operation of California public finance, including California Health Facility Financing Authority, California School Finance Authority, changes to joint power authority law that helped propel California Statewide Communities Development Authority and California Municipal Finance Authority into two of the most prolific issuers in the country, local agency refunding law, authorizations for swaps, investment agreements and other derivative products, creation of security interests, streamlining validation actions, and in several other states including Hawaii and creation of Public Finance Authority in Wisconsin.
  • Chair of Orrick’s Public finance department for several decades through 2020, during which he presided over the growth of the department from one office with 12 lawyers in San Francisco to 10 offices and over 100 lawyers and paralegals around the country, consistently ranked (for more than 2 decades now) as number one bond counsel and disclosure counsel, and within the top four underwriter counsel, for bonds issued by state and local governments throughout the United States. During this period, he also held a number of other leadership positions at Orrick, including several terms on its Executive Committee and on the Management Committee of Orrick’s wholly owned subsidiary, BLX Group, LLC (providing the public finance community with a variety of non-legal services).

In addition to his selection by The Bond Buyer for its Public Finance Hall of Fame, Roger is ranked Band 1 by Chambers, and as Acritas Star Lawyer by Acritas, as Dealmaker of the Year (twice) by American Lawyer, as “best,” “super,” “most honored,” “preeminent” or “lawyer of the year” by several other publications, and declared “the Bond King” in a cover article by California Lawyer.

Practice:

  • Technology & Innovation Sector
  • Technology & Innovation
  • Technology Companies Group
  • Blockchain & Digital Assets

James Wigginton Of Counsel

Sacramento; Silicon Valley

Blockchain and cryptocurrency technologies have caused business leaders to rethink the way we own, govern and share the benefits of enterprise. James advises entrepreneurs and investors as they pioneer new, more inclusive operating models in professional sports, finance, social media, gaming, agriculture and other industries.

To do this, James draws from two complementary sources of experience. The first is his practice assisting public companies, private equity funds and venture capitalists with registered and unregistered securities offerings; high-stakes M&A; corporate governance; and Exchange Act reporting. The second is his experience advising clients outside the Wall Street and Silicon Valley mainstream, including cooperatives, limited cooperative associations and nonprofit corporations. By combining these two worlds, James is able to offer unexpected legal solutions to blockchain-based companies as they seek venture financing, design and issue tokens, and select business entities for DAOs.

James also appreciates the inherently global reach of blockchain and cryptocurrency. After law school, he spent two years clerking for the US Court of International Trade in New York City. Before that, James lived for two years in the eastern Ukrainian cities of Dnipro, Donetsk, Kharkiv and Mariupol. James is fluent in Russian and maintains ties with his friends in the war zone.

458512

Practice:

  • Structured Finance
  • Banking & Finance

Filippo Nola Senior Associate

Mailand

Filippo has developed significant experience in real estate transactions and all types of acquisition financings and leveraged buyouts transactions both in the syndicated and in the take-and-hold space, including senior debt, unitranche financings, high yield debt and mezzanine capital, structured as loan facilities as well as bonds issuances.

Prior to joining Orrick, Filippo was an associate in a primary standing international law firm.

Practice:

  • Employment Law and Litigation

Frank Nicholas Zalom Senior Associate

Sacramento

In doing so, Frank represents companies in all aspects of employment law including whistleblower, discrimination, harassment, disability, employee mobility, classification, and wage and hour issues. He provides aggressive, yet practical and client-focused advocacy, and brings to the table experience trying cases to verdict in state and federal court and litigating cases in AAA and JAMS arbitration. In addition to litigation, Frank collaborates with companies to review and revise their policies and procedures, and assists them in making management decisions. Frank’s clients range from household names to startups and span all industries, with an emphasis in technology, finance, and retail companies.

Prior to joining Orrick, Frank clerked for the Honorable Edward G. Smith in the United States District Court for the Eastern District of Pennsylvania.

The teamwork and commitment which Frank applies to representing his clients he honed in the United States Navy. Prior to practicing law, he served as a surface warfare officer, where he led sailors on multiple overseas deployments and taught leadership at the United States Naval Academy. Frank continues to support the armed forces community as a member of the Congressional Service Academy Nominating Committee for California’s 7th District and by volunteering his time as a representative of the Naval Academy to mentor and interview high school students seeking an appointment to the Academy.

740

Practice:

  • Employment Law and Litigation
  • Trade Secrets Litigation
  • Whistleblower & Corporate Investigations
  • Discrimination, Harassment & Retaliation

James McQuade Partner

New York

Jim's practice focuses on matters involving trade secret misappropriation and the enforcement of post-employment restrictions. Jim has conducted numerous temporary restraining order and preliminary injunction hearings in connection with these types of cases. Jim also has extensive experience defending employers on a broad range of employment matters, including whistleblowing, discrimination, retaliation and wrongful termination matters. 

In recognition of his career trade secrets and restrictive covenant work, Jim has been inducted into the Legal 500 Hall of Fame for Trade Secrets Litigation.

Practice:

  • Komplexe Streitfälle & Streitbeilegung

Shane McCammon Sr Litigation Career Associate

Washington, D.C.

Shane is a member of our team representing financial institutions in complex, high-value litigation involving mortgage-backed securities in federal and state courts, at both the trial and appellate levels.  An experienced litigator, Shane also has represented institutional lenders and private-equity funds in commercial foreclosure proceedings and complex contractual disputes involving the investment banking, real estate, healthcare, and tech sectors, guiding clients through every stage of litigation. 

Prior to joining Orrick, Shane served for more than 12 years as an active-duty JAG, excelling in a variety of litigation and leadership roles.  She deployed to Afghanistan as part of a small multinational team tasked with mentoring the Afghan National Army.  As a senior defense counsel, Shane led a team of Air Force criminal defense attorneys in Europe and first-chaired more than 40 fully litigated felony jury trials, ranging from premeditated murder to computer crimes. She also has significant experience defending federal agencies in employment discrimination matters.  

Shane has a robust pro bono practice, where she focuses on LGBTQ+ and veterans issues.  

740

Practice:

  • Employment Law and Litigation
  • Class Action Defense
  • Pay Equity
  • Discrimination, Harassment & Retaliation

Kathryn G. Mantoan Of Counsel

San Francisco; Portland

Katie was a part of the trial team that obtained a complete dismissal for Oracle in OFCCP v. Oracle, a high-stakes systemic compensation discrimination case that garnered national media attention. Katie and her co-counsel were named "Litigators of the Week" by American Lawyer for the win. Two years later, Katie and her co-counsel were named Runners-Up by American Lawyer for securing decertification of a 3,000-person putative equal pay class action for Oracle.

In fall 2023, Katie co-first chaired a two week federal jury trial in Oregon and obtained a verdict against the client's former general manager, who set up a competing business while employed, on claims for breach of fiduciary duty and intentional interference.

Previously, Katie received California Lawyer’s Attorney of the Year Award in 2016 and was named a Northern California Super Lawyers "Rising Star" for seven consecutive years. She regularly writes and publishes on employment law developments, having presented on topics to three separate state bar associations and a host of national and regional legal and academic conferences.

Katie started her career at Orrick in 2004 and returned in 2015. From 2011 to 2014, she was an associate at a litigation boutique in San Francisco where she handled employment and constitutional law matters.

195894

Practice:

  • Technology & Innovation Sector
  • Geistiges Eigentum
  • Cyber, Privacy & Data Innovation
  • Patents
  • Trade Secrets Litigation
  • IP Counseling & Due Diligence
  • Mass Torts & Product Liability
  • Antitrust & Competition
  • International Trade and Investment
  • White Collar, Investigations, Securities Litigation & Compliance
  • Employment Law and Litigation
  • Trademark, Copyright & Media
  • China

Xiang Wang Partner

Peking; New York

Xiang is a Guiding Expert of the China Overseas IP Dispute Response & Guidance Center.

He also serves several consultancy roles for local regulatory authorities, including as IP Guiding Expert of Shenzhen IP Protection Center; IP Guiding Expert of Zhejiang Province IP Protection Center; IP Consultant of Technology Innovation Bureau of Nanjing Jiangbei New Area Management Committee (Jiangsu Province); Expert of IP Dispute Investigation and Appraisal of Foshan Market Supervision and Administration Bureau (Guangdong Province); Expert for Overseas IP Protection and Assistance of Foshan Intellectual Property Bureau (Guangdong Province); and Guiding Expert of Shantou Overseas IP Center and Shunde Enterprise IP Protection Center (Guangdong Province).

Dr. Wang is an arbitrator of Beijing Arbitration Commission and Beijing International Arbitration Center.

Xiang has extensive experience in assisting local and foreign-based multinational companies with all aspects of their IP rights in the U.S. and China, including IP litigation and arbitration, patent infringement, industrial espionage, trade secret misappropriation, copyright and trademark infringement, ITC Sec. 337 investigations, patent office proceedings including inter partes reviews (IPR), IP due diligence and portfolio counseling, technology export control, mass torts and product liability, securities litigation, the Foreign Corrupt Practices Act (FCPA) and other investigations and compliance. These matters have implicated a vast array of technologies, from software and electronics to renewable energy and medical devices as well as agricultural and building materials, to name just a few.

Xiang also works extensively on cybersecurity investigations and data privacy compliance matters for both Chinese and international clients.

Xiang has been particularly active in Chinese state-owned enterprises related U.S. litigation. Clients turn to his strategic and innovative advice thanks to his in-depth understanding of their business needs and political risks. Clients appreciate that he “understood the environment in the China legal system and can give nuanced advice”.

Xiang has developed the region’s premier IP practice based on his reputation as one of the few IP lawyers who has a doctorate in electrical and computer engineering, a Juris Doctor, a Chinese Certificate of Laws, and admission to practice law in New York, Indiana and before the U.S. Patent and Trademark Office. Due to its success in patent disputes in the United States and China, involving both foreign and Chinese companies, Orrick IP team was exclusively featured in a documentary film “Patent Wars” by the China Central Television (CCTV).

Xiang is highly regarded for his practical legal advice that results from more than ten years of experience at medical and electronic device businesses before becoming a lawyer. He also has received four U.S. medical-technology patents in his name.

740

Practice:

  • Energy & Infrastructure Sector
  • Finance Sector
  • Energy & Infrastructure
  • Finanzierung öffentlicher Energieversorgung
  • Banking & Finance
  • Structured Finance
  • Energie
  • Mergers & Acquisitions

Carl Lyon Partner

New York

He has long-standing relationships with a great number of utility clients that span many years and complex transactions, advising them on numerous taxable, tax-exempt, and tax-advantaged financings of all types for electric, gas, water and waste water projects and in restructuring and work-outs. These projects include five different nuclear plants, with financing through both the public capital market and through the U.S. Department of Energy.

Carl was one of the leaders in the development of joint action agencies among municipal utilities. He worked on legislation in 20 states to authorize their formation and testified before legislatures and legislative committees in many of these states. He drafted the first modern indenture for cooperative utilities which served as the model that is currently used by almost every generation and transmission cooperative. He worked with TVA in their exit from the Federal Financing Bank program in the 1980’s and in their financings since then. Carl worked with the major generation and transmission cooperatives that have exited the RUS program in structuring and financing their exit.

Carl has also worked with virtually every major investment banking firm and most major domestic and international banks.

432425

Practice:

  • Financial & Fintech Advisory
  • Strategic Advisory & Government Enforcement (SAGE)
  • Fintech

Brian Bartholomay Counsel

Washington, D.C.

Brian’s experience includes matters initiated by the Consumer Financial Protection Bureau (CFPB), Federal Trade Commission (FTC), Office of the Comptroller of the Currency (OCC), and U.S. Department of Housing and Urban Development (HUD), as well as state attorneys general and other state regulators. In addition to his enforcement practice, Brian also represents financial services clients in individual and class actions arising under federal and state consumer protection statutes.

Prior to joining Orrick, Brian was counsel at Buckley LLP.

Ian Hawkes Managing Associate

Washington, D.C.

Ian's practice focuses on defending against class action litigation, mass torts, and environmental litigation. He has also represented leading consumer goods companies in confidential arbitrations involving multiple appellate arbitral tribunals and confirmation proceedings in federal courts nationwide. Ian also has an active pro bono practice, where he has assisted clients fleeing gang violence in petitioning for asylum to the U.S.

Sarah Amari Associate

Paris; Paris Tech Studio

From Orrick Paris Tech Studio, Sarah combines her strategic legal insight with a keen interest in technology, enabling startups and investors tackle complex legal challenges.

Sarah advises founders, tech companies, and venture capital investors throughout their growth lifecycle, covering areas such as corporate governance, employee incentive plans, and M&A transactions.