Los Angeles
Jerry is particularly recognized for his work in connection with the acquisition, restructuring and realization of distressed debt in the real estate and hospitality markets. Clients seek him out for the most complex distressed debt transactions, including securitized and mezzanine debt intercreditor workouts and the establishment of mezzanine debt lending platforms. Jerry led a multidisciplinary Orrick team in one of the most sophisticated real estate debt transactions that was restructured in 2013, involving a series of complex transactions and multi-state litigation. Recognized as a key lawyer in the 2022 Real Estate category, a client told The Legal 500 US that Jerry is “smart, responsive and extraordinarily helpful and collaborative.”
In addition, Jerry leads Orrick’s hospitality practice and advises global opportunity, hotel and pension funds and advisors in connection with the acquisition, repositioning and disposing of hotel portfolios throughout the United States. He advises on acquisitions, joint ventures, financing, rebranding, disposition and negotiation of hotel management agreements, shared services and amenities agreements, and franchise agreements, including termination of hotel management and franchise agreements involving brands such as Four Seasons, Ritz-Carlton, Marriott, St. Regis, Renaissance, Luxury Collection, Westin, Kimpton and other Sheraton/Starwood brands.
Jerry's representative clients include Cisco Systems, Inc., Cornerstone Advisers LLC, JMA Ventures, LACERA, The Newhall Land and Farming Company, Walton Street Capital, and Westbrook Partners.
Before joining Orrick, Jerry was a partner with a magic circle firm and chairman of the real estate group of a prominent national law firm.
London
Simon has wide experience of acting for major financial institutions, companies and professional firms in complex litigation, investigations and proceedings by domestic and overseas regulators, professional disciplinary proceedings, ad hoc governmental inquiries and internal investigations. In particular he has acted for those subject to investigations by a wide range of regulatory bodies including the Financial Reporting Council, the Financial Conduct Authority, the Prudential Regulation Authority, the Serious Fraud Office, the Securities and Exchange Commission, the Public Company Accounting Oversight Board and others. He has considerable experience of advising clients on risk management and reputational risk arising from contentious matters.
Simon has been recognised in the Legal 500 and Chambers & Partners as: “an outstanding litigation solicitor”, who is “highly experienced in conducting heavy litigation”, and “one of the best lawyers operating in the Accountant’s liability space”. His clients describe him as “tactically astute and painstaking" and “tough, hardworking, well informed and highly tactical in his thinking” , with a “winning combination of legal knowledge and practicality”.
Paris; New York
Paris; New York
Steve is admitted in New York California, England and Wales, and Paris and his primary focus is on U.S. taxation of securitizations and re-securitizations, including collateralized debt and loan obligations, mortgage-backed securitizations, structured investment vehicles and other structured finance and financial markets transactions.
For over fifteen years, Steve has served as tax counsel to issuers and underwriters in numerous registered, agency and privately-placed CMBS and RMBS transactions (primary issuances and re-securitizations), involving performing loans and non-performing loans, as well as other mortgage-related asset classes, such as servicing advances and tax liens, and in securitizations involving other asset classes such as credit card and auto loan/lease receivables. Steve also provides tax advice in connection with whole loan purchase transactions, including leveraged and nonleveraged acquisitions, joint ventures involving mortgage assets and repo and warehouse financings for various asset classes. Steve also advises financial institutions on tax issues in connection with their role as servicer, trustee or securities administrator under various securitization programs, as well as with respect to FATCA.
Steve writes and lectures on finance and international related tax topics and also participates actively in the tax committee and other initiatives of the Structured Finance Association and other industry and bar-related organizations.
Los Angeles
Marty is a securities, finance and securitization lawyer advising sophisticated financial institutions in the financing, purchase and sale, and securitization of financial assets. Marty advises issuers, underwriters, dealers, placement agents, collateral managers, servicers and investment funds in domestic and offshore securities offerings, both public and private, involving the securitization of mortgage-backed securities, collateralized loan obligations, collateralized debt obligations, manufactured housing contracts, residual interests and credit card receivables.
Marty has extensive experience advising clients with respect to a broad array of mortgage products, including prime and non-prime, closed-end second lien, home equity loans, non-performing and re-performing loans, and seasoned loans. Marty also represents investment banks, bank holding companies and investment funds on warehouse financings, whole loan purchases and sales, sales and securitization of servicing advance receivables and the day-to-day operations of servicing mortgage loans.
During the last 31 years of practice in the global financial markets, Marty has been involved with several innovations in financial products and has lectured to domestic and international audiences on the workings of the securitization process, including the rules and regulations of the Securities Act of 1933 and the Securities Exchange Act of 1934.
Portland
Mike also represents banks and underwriters in connection with the purchase and sale of bonds and other financing and credit-related matters.
A significant portion of Mike’s practice is devoted to private activity bond financings. This includes representing Oregon Housing and Community Services and Oregon Facilities Authority in connection with their conduit revenue bond programs. Over the course of his more than 20 years as a bond attorney in Oregon, he has competed dozens of project financings throughout the State with a variety of public and private sponsors, developers and funders.
Mike received the Firm's Community Responsibility Award in 2011 in recognition of his community service and pro bono work. He currently serves on the Boards of Bridge Meadows, a developer, owner and operator of affordable intergenerational housing communities, and the Portland Housing Center, an organization providing educational and financial services to promote homeownership in underserved communities. He also serves as special counsel (pro bono) to Mercy Corps in connection with its Community Investment Trust (CIT) Program.
Before joining Orrick, Mike was a partner at Ater Wynne LLP in Portland. Prior to that, Mike was an associate at Ice Miller in Indianapolis, Indiana.
Seattle; Los Angeles
Seattle; Los Angeles
She partners with investment funds, fund sponsors, real estate advisors, developers, public and private pension funds and institutional lenders on sophisticated real property acquisitions and dispositions, secured financings, hospitality, construction and development, joint ventures and other corporate real estate activities.
With a particular passion for the hospitality sector, Katie manages nearly all of Orrick’s hotel transactions throughout the United States. She has in-depth knowledge of the legal and contractual aspects unique to the hotel industry, including construction contracts, hotel management and franchise agreements, in addition to more standard loan documentation, joint venture and purchase and sale agreements.
New York
Alison advises the firm on matters related to corporate governance, client relationships, and professional responsibility and ethics related to the practice of law. She has developed deep experience in the ethical considerations surrounding the use of legal tech, including AI and GenAI tools.
Alison provides legal advice to Orrick’s Board and Management Committee regarding firm management, growth, and policies. She is a member of the firm’s Operations Team and sits on the Risk Management Committee and AI Council. She also serves on the Risk Management Committee of MPC, the firm’s malpractice insurer.
Prior to joining the firm’s Office of General Counsel, Alison was a litigator in the firm’s Complex Litigation and Dispute Resolution group. Her practice focused on representing audit firms and accountants in regulatory proceedings as well as civil disputes related to professional liability and representing insurance policyholders in matters related to coverage, claims, and recovery. She has experience managing and conducting large-scale internal investigations, liaising with regulators, and managing cross-border risk and liability. Alison also defended financial institutions in lawsuits arising out of the global financial crisis.
New York
San Francisco
In his municipal finance practice, John has served as bond counsel, special tax counsel and underwriter’s counsel for a variety of transactions, including particularly governmental, airport, and public power financings. John has represented issuers and borrowers before the Internal Revenue Service in connection with audits, private letter rulings, and requests pursuant to the voluntary closing agreement program (VCAP).
John has worked with issuers to establish post-issuance compliance programs tailored to their specific financings, and also has significant experience with tax-exempt commercial paper programs for both governmental and exempt facilities. John is a regular speaker at various conferences focused on public finance and tax, including conferences organized by the National Association of Bond Lawyers, the American Bar Association Tax Section, and the California Bond Buyer Conference. John is serving as Chair of the National Association of Bond Lawyers' "The Institute" conference in 2024.
Portland
He has worked with Indian tribes in more than a dozen states on a variety of projects, such as financings for land acquisitions; health clinics; schools; government administration buildings; cultural centers; sewer, water and other infrastructure development; parks and recreation facilities; motor vehicle and aircraft purchases; manufacturing plants; and gaming and entertainment facilities.
Los Angeles
Marc partners with government bond issuers, nonprofit organizations, and universities, and has experience assisting leading affordable housing professionals, public power agencies, private universities, museums, and charter schools with their financing goals. Marc provides reliable, sought-after advice to issuer and underwriter clients in transactions involving both long- and short-term, fixed and variable rate obligations, commercial paper, credit and liquidity enhancement, and revenue bonds.
Prior to becoming an attorney, Marc was an economics consultant at Deloitte & Touche LLP and Arthur Andersen LLP. Marc obtained his JD/MBA at the University of Southern California.
Chicago
Russell represents private credit funds, asset managers, banks, sponsors, borrowers and other investors in financings for a wide range of energy and infrastructure asset classes, including solar, wind, battery storage, conventional power and other infrastructure projects. With extensive private credit experience, Russell is skilled at structuring and documenting complex financing structures such as senior secured project-level financings, back-leveraged financings, term loan A, term loan B and asset-backed loans.