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740

Practice:

  • Finance Sector
  • Public Finance

John Palmer Partner

San Francisco

His practice includes serving as bond and disclosure counsel on revenue and tax-supported bond transactions in a variety of financing structures, including fixed rate bonds, variable rate bonds, synthetic fixed rate bonds and conduit issues.

740

Practice:

  • Finance Sector
  • Technology & Innovation Sector
  • White Collar, Investigations, Securities Litigation & Compliance
  • Complex Litigation & Dispute Resolution
  • Securities Litigation, Class Actions and Shareholder Derivative Lawsuits
  • Internal Investigations
  • Corporate Governance
  • Whistleblower & Corporate Investigations
  • Trials

Daniel Dunne Senior Counsel

Seattle

Chambers USA observed Dan’s “enviable client roster includes major corporates and financial institutions, as well as company directors, officers and accountants. He is particularly active in securities-related litigation, with additional experience in shareholder disputes. Adept in the courtroom, has tried more than a dozen cases to verdict in state and federal courts.” One client characterized his cross examination of a Nobel-Laureate economist as simply “amazing.”

Dan has enjoyed considerable success in high-profile national matters with the finest law firms in the country from coast to coast, from the Delaware Court of Chancery to New York Supreme Court to the Washington Supreme Court, where he recently argued an issue of first impression under the Washington State Securities Act. Dan has active matters advising Washington’s most sophisticated legal clients with respect to securities and shareholder matters.

Dan has also been a key part of the winning Orrick team leading the defense of Credit Suisse in against an avalanche of litigation related to claims involving residential mortgage-backed securities (RMBS). Dan has acted as co-lead partner on a number of successful constitutional challenges to state and local taxes and legislation.

115068

Practice:

  • Finance Sector
  • Restructuring
  • Banking & Finance
  • Structured Finance
  • Global Compliance & Regulatory
  • Asset‐Backed Securities

Preetha Gist Partner

Washington, D.C.

Banks and other capital market financial service providers, particularly those active in the structured finance markets, face a challenging and ever-changing regulatory environment. Preetha has deep structured/bankruptcy and bank regulatory experience. She is recognized and highly regarded in the industry as a true sale/non-consolidation lawyer and participates in industry-wide efforts to respond to regulatory changes in that area. Preetha also has highly valued knowledge in regulatory financial accounting issues, which affect the structuring of structured transactions.

Preetha is active in the Structured Finance Association and currently serves as the co-chair of the Structured Finance Association's Derivatives in Securitization Task Force. She regularly participates in industry advocacy efforts partnering with in-house government relations departments to educate and advise lawmakers on the real-world impacts of proposed legislative initiatives. She is also a thought leader and speaks frequently on regulatory issues relevant to the securitization industry.

Prior to joining the firm, Preetha was a partner in Chapman and Cutler's Asset Securitization Department. Before that, Preetha served as a general counsel for Capital Markets at a U.S. bank and prior to that, as in-house counsel in other financial institutions, supporting debt capital markets, loan capital markets, asset securitization and derivatives business units. She began her career as an associate at Orrick.

740

Practice:

  • Finance Sector
  • Public Finance
  • Energy
  • Infrastructure

Stanley Dirks Senior Counsel

San Francisco

He represents issuers and underwriters of tax-exempt bonds to finance a variety of public facilities and programs, including water and power systems, airports, schools, rental housing loan programs and homeownership loan programs.

Stan has served as a lecturer and panelist on a variety of programs concerning state and local government debt issuance. He also served for ten years as one of the original members of the Technical Advisory Committee of the California Debt and Investment Advisory Commission.

Stan also has a long history of involvement in the governance of nonprofit education, arts and other charitable organizations.

740

Practice:

  • Finance Sector
  • Public Finance

Donald Field Partner

Orange County; Los Angeles

He is also a member of Orrick's Leasing Practice Group, Assessment/Mello-Roos Practice Group, and Revenue Practice Group. Don has extensive experience, as bond counsel, disclosure counsel and underwriter's counsel, in the financing techniques used by school and community college districts, cities and counties in California. His practice focuses on local governmental infrastructure financing, including general obligation bond financing, municipal lease financing, and land-secured financing, as well as tax and revenue anticipation note (TRAN), pension obligation and other post-employment benefit (OPEB) obligation financings. Don serves as the lead lawyer for the California School Boards Association's annual tax and revenue anticipation note pool. 


381182

Practice:

  • Finance Sector
  • Public Finance
  • Health Care Finance

Robyn L Helmlinger Partner

San Francisco

Robyn regularly works with both established borrowers and first-time borrowers to assist with structuring and restructuring debt programs that encompass a wide variety of debt and derivative products. In 2015, Robyn led the team that represented a private fund in connection with financing the management transfer of a multi-hospital nonprofit healthcare system to a subsidiary of the private fund, including negotiations with existing creditors. The financing involved an innovative bond structure that balanced current and future committed liquidity needs and debt burden. Robyn is also continually recognized for her excellent and sound judgment with respect to disclosure issues, including the difficult disclosure decisions caused by financial pressures from healthcare reform, affiliation activities, pension liabilities, governmental inquiries and investigations, labor disputes and qualified audit opinions.

In 2013, Robyn was elected a Fellow of the American College of Bond Counsel. She is one of the founding members of the Northern California Chapter of Women in Public Finance and currently serves on its advisory board. As a member of the National Association of Bond Lawyers, Robyn has been a panelist on the Health Care Financing Panel at the annual conference in 2003, 2004 and 2006. She is also a member of the American Health Lawyers Association.

740

Practice:

  • Finance Sector
  • Whistleblower & Corporate Investigations
  • Employment Law & Litigation
  • Discrimination, Harassment & Retaliation

Renee Phillips Partner

New York

Renee has successfully defended employers in federal and state court litigations as well as administrative proceedings and arbitrations involving claims of discrimination, harassment, wrongful termination, whistleblowing, trade secret misappropriation and other employment-related claims. She regularly counsels employers on a variety of employment-related issues and assists clients in creating and implementing human resources policies, whistleblower policies, negotiating and drafting executive contracts, restrictive covenants and other employment agreements, and conducting internal investigations.

Renee is the co-author of the PLI treatise, Corporate Whistleblowing in the Sarbanes-Oxley/Dodd-Frank Era. She regularly writes and speaks on whistleblower and other employment topics.

5324

Practice:

  • Finance Sector
  • Tax

Larry Sobel Partner

Los Angeles; Houston

As both bond counsel and underwriter’s counsel, he has been responsible for structuring and analyzing the tax aspects of many tax-exempt financings throughout the country.

Larry has extensive experience in handling IRS audits of bond transactions. He has represented issuers in dozens of audits all of which have ended favorably either with the IRS issuing a “no change” letter or by negotiating a reasonable settlement when needed. Larry also has handled a number of submissions under the IRS’ Voluntary Closing Agreement Program (or VCAP). The two most recent VCAP submissions represented cases of first impression for the IRS; one involving an issue of qualified energy conservation bonds relating to determining the amount of those bonds eligible for the federal subsidy; the other involved the plan to convert a “new money” bond issue into an advance refunding (which did not meet all of the requirements for a tax-exempt advance refunding). Both cases ultimately were resolved on the original terms proposed to the IRS.

Larry has also been instrumental in developing new financing techniques and structures. He first devised the tax structure and analysis for, and has served as tax counsel on, Orrick’s tax exempt tobacco revenue securitizations. He has developed the tax structure on numerous tax-exempt prepayments for natural gas for municipal utilities both within and outside of California.

354126

Practice:

  • Finance Sector
  • Structured Finance
  • Residential Mortgage‐Backed Securities
  • Asset‐Backed Securities

Ashley Halvorsen Senior Associate

Los Angeles

Ashley represents issuers, underwriters, servicers, lenders, and other market participants in connection with securitizations, asset financings and sales, and negotiation of lending facilities. Ashley's practice encompasses a variety of asset-backed securities, including residential mortgage-backed securities and credit and charge card receivables.

341890

Practice:

  • Finance Sector
  • Real Estate

Taylor Marie Moustris Barokh Senior Associate

Los Angeles

She advises opportunity, investment and private equity funds, institutional investors and developers on commercial real estate transactions including joint venture structuring, financing, development, acquisitions, sales, lease agreements, and other corporate real estate activities. Taylor is familiar with structuring and drafting corporate organizational agreements, financing, acquisition and disposition documents. She has experience with a variety of asset types, including commercial, mixed-use and residential properties. Further, she regularly advises startups, growth stage companies and not-for-profit organizations on their leasing transactions.

133061

Practice:

  • Finance Sector
  • Residential Mortgage‐Backed Securities
  • Structured Finance

Marie Athaide Counsel

New York

Her experience encompasses a wide variety of asset classes, including residential mortgage loans, consumer loans, auto loans, commercial mortgages and credit card receivables.

Marie has negotiated innovative transactions in the fintech industry. She has also represented financial institutions in connection with whole loan purchases and sales and advised loan servicers in connection with servicing operations.

Previously, Marie worked at an AI marketplace lending platform as senior legal counsel to the capital markets team.