San Francisco
In addition to traditional project finance, revenue, general obligation and other tax supported municipal bonds, Eugene has experience with a variety of financing structures and characteristics, including private activity bonds, structured products, securitizations, pension obligation bonds, swaps and synthetic fixed rate bonds, and various reinvestment vehicles. Early in his career, he pioneered capital markets access for California public charter schools and advised governmental issuers, foundations, advocacy groups and policy makers in the development and expansion of public charter school access to tax-advantaged financing. He has also structured innovative philanthropic investments designed to lower facilities financing costs for public charter schools across the country,
Eugene serves on nonprofit organization boards, including: the Mural Music & Arts Project, an arts-based youth development organization he founded in East Palo Alto, California, to educate, inspire and empower teens through the arts; California Lawyers for the Arts, serving the creative arts community statewide; and the Flywheel Fund, an income sharing-based law school tuition assistance program. He also serves on the steering committee for the Just the Beginning Foundation's San Francisco Bay Area youth education and pre-law programs.
Prior to joining Orrick, Eugene was a public school teacher and science curriculum developer in the South Bronx and Washington Heights neighborhoods of New York City from 1993 to 1998. He is an alumni of the Teach for America Corps.
San Francisco; Silicon Valley
San Francisco; Silicon Valley
Highly regarded for his expertise, Chambers USA has ranked Daniel for his expertise in Technology Transactions and noted that “His work is solution-driven and his positive personality helps both sides of a negotiation work towards the outcome.” Legal 500 describes his practice as “exceptional” and recommends the practice for its “high client service ethic and great commercial awareness." He is known for his ability to handle complex transactions for science-based technology companies, with work ranging from intellectual property and licensing to distribution agreements and cross-border collaborations, counseling clients on commercial law, copyright, licensing, marketing, patent, privacy, strategic alliances, trademark and trade secrets matters.
Daniel has represented companies in various industries, including biotechnology, cleantech, energy, consumer electronics, entertainment, hardware, internet, media, semiconductor, services, software, telecommunications and wireless. His energy clients include clients in the solar, biofuels, waste to energy and geothermal sectors.
Daniel has acted as key legal counsel in:
The former co-chair of both the Technology Transactions and Technology Companies Practice Groups, Daniel is a thought leader on technology transactions issues and programs that focus on the protection and exploitation of intellectual property, having advised on clients such as Weta Digital, Fulcrum BioEnergy, CelLink Corporation, Telenor, Luminar, and Motorola Solutions. He is regularly called up to speak about intellectual property and technology matters and has done so at UC Berkeley, Stanford and other universities and conferences. His work on incentivizing innovation has been published in major papers, including Forbes, the Daily Journal San Francisco and the San Jose Mercury News.
Daniel’s current volunteer work includes serving on the Board of Joint Venture Silicon Valley, the Advisory Counsel for UC Berkeley’s Center for Law, Energy and the Environment and California Environmental Voters. Daniel also advises state and local elected officials on policies to encourage the development and deployment of zero emissions technologies. Daniel’s prior volunteer work includes serving as Mayor and Councilmember in Woodside, California and serving as a founding Board Member of Peninsula Clean Energy – the community choice energy provider serving San Mateo County.
San Francisco
Paul's practice includes bond and issuer counsel work for tax-exempt and taxable financings, with a focus on revenue bonds, particularly multifamily housing revenue bonds issued by cities, counties, public authorities and joint powers agencies.
Paul also serves as special counsel for the California Statewide Communities Development Authority for its conduit housing financings.
San Francisco; Londres
San Francisco; Londres
She advises public and private companies across several sectors, including life sciences and health technology, financial services, private equity, insurance, social media and technology on a range of EU and U.S. federal and state privacy laws. Shannon’s strategic counseling advice includes, but is not limited to:
Shannon also helps clients undertake comprehensive privacy, cybersecurity and AI risk assessments, evaluates privacy, security and AI risks in corporate transactions and drafts and negotiates data-related contracts. She advises clients on cross-border data transfers, data breaches and developing global privacy and AI compliance programs.
Paris
Nicolas conseille des banques françaises et internationales ainsi que des sponsors et des emprunteurs lors d'opérations françaises ou internationales de financement structuré.
Avant de rejoindre Orrick, Nicolas était collaborateur au sein du département Assets & Structured Finance de Watson, Farley & Williams.
New York
Kathryn represents corporations and individuals in high-stakes litigation in federal and state courts nationwide. Kathryn has broad experience in all stages of litigation, including pre-suit demands, motions to dismiss, fact discovery, expert discovery, summary judgment motions, trial preparation, trials, and appeals.
San Francisco; Santa Monica; Silicon Valley
San Francisco; Santa Monica; Silicon Valley
John focuses his practice on advising emerging companies and investors, and represents both public and private high-tech and life sciences companies in many areas, including corporate and securities law, venture capital financings, mergers and acquisitions, public offerings, public company representation and technology licensing.
The Recorder named John the “2019 Innovator of the Year” for his work as the chief lawyer on the Long-Term Stock Exchange, a U.S. Securities and Exchange Commission-approved exchange designed to change the paradigm of traditional stock markets by rewarding entrepreneurs and investors committed to long-term business strategies. Financial Times recognized John as one of the Top 10 Most Innovative Individuals of the Year in 2017, calling him “one of the most influential lawyers in the technology ecosystem of Silicon Valley.” He is ranked Band 1 by Chambers USA California, for Venture Capital and Chambers USA Nationwide, ranked him Band 2 for Startups & Emerging Companies.
John is a Board member and co-founder of the Long-Term Stock Exchange, which is creating a new stock exchange for public companies supporting long-term investors, as well as an advisor and co-founder of Clerky.com, a company automating legal work for early-stage companies. He is also recognized for his work with Y Combinator companies.
At Orrick, John serves as Lead Partner for Transactions and Lead Partner for Innovation & Technology.
Prior to joining Orrick, John was a founding attorney of Venture Law Group and served on the Executive Committee. John previously practiced at Wilson, Sonsini, Goodrich & Rosati. John also served as Mayor of the City of Cupertino, California and a council member from 1993-1997, where he helped build important public partnerships, including with Apple Computer, the Mid-Peninsula Open Space Preserve, and San Jose and California Water Companies.
Houston; Miami; Austin
Houston; Miami; Austin
Barbara represents state and local governmental, nonprofit and for-profit corporations, and other market participants in the issuance of qualified 501(c)(3) private activity bonds for eligible residential rental projects for affordable and middle-income housing, as well as related infrastructure financing, including tax and revenue anticipation notes (TRANs). She serves as special tax counsel to one of the largest sports authorities in Texas, with the goal to promote local and community development, including maintenance and expansion of the city’s stadiums and parks.
She also has significant experience representing nonprofit organizations. Formerly an attorney with the Chief Counsel of the Internal Revenue Service, Barbara has represented clients before the IRS in a variety of matters involving tax-exempt bonds, including audits and private letter ruling requests. She has participated in all facets of the tax analysis associated with the issuance of governmental purpose bonds, certain tax credit bonds, qualified 501(c)(3) bonds, qualified residential rental bonds and qualified small issue bonds.
Barbara has served on the Steering Committee and has chaired the Working Capital panel and the Bond Direct Purchase - Advanced Tax Topics panel for the Bond Attorneys’ Workshop, the oldest and largest annual gathering of bond lawyers.
Londres
Jonathan leads the London Tax team, and his practice is both transactional and advisory. He has extensive experience of UK, cross-border and international tax matters across a variety of business sectors, with a particular focus on Technology & Innovation, Energy & Infrastructure, and Finance.
Jonathan is qualified as a Chartered Tax Adviser (CTA) and is a member of the Chartered Institute of Taxation.
Londres
Kristy has experience working with companies as well as investors and venture capital funds throughout a company's life cycle, including early-stage financings, institutional funding rounds and exits.
In addition to equity financings, Kristy advises clients on other corporate transactions including bridge financings, secondary transactions and cross-border flip transactions.
Londres
Jamie acts for both early and late stage companies in intellectual property rich sectors and those who invest in them, including some of the most active venture capital funds, corporate or individual investors.
Jamie has a passion for disruptive technologies, innovation and entrepreneurial business. He has acted on countless transactions across a broad range of sectors both in the UK and internationally, but is most known for his experience in acting on investments into fintech and Artificial Intelligence companies.
Jamie has deep knowledge of the practice area in which he operates and market trends, which he leverages to provide clear and concise advice on a range of corporate issues taking high growth technology companies from start-up through to exit.
He presents on corporate law and venture capital to clients and at seminars in the City, including practitioners’ conferences on practical legal issues in venture capital transactions and SEIS/EIS investments.
An active participant in the venture capital community, Jamie Moore has contributed to industry standard form documentation, acted as a mentor for various Seedcamp portfolio companies and hosted office-hours for the Barclays' TechStars cohort.
Washington, D.C.
Ignacio engages with the SEC and the Financial Industry Regulatory Authority (FINRA) on behalf of clients on critical matters related to their business by seeking regulatory relief, interpretive guidance, exemptions and as a subject matter expert in enforcement and examination matters. He advises major U.S. broker-dealers in their clearing, retail, trading and institutional businesses, and on their financial responsibility and operational obligations.
Ignacio has counseled numerous broker-dealers on their obligations under the net capital rule (Rule 15c3-1), the customer protection rule (Rule 15c3-3), margin (Regulation T, Regulation U, Regulation X, FINRA Rule 4210, etc.), recordkeeping and reporting rules (Rule 17a-3, Rule 17a-4, Rule 17a-5, Rule 17a-8, Rule 17a-11, Rule 17a-13, etc.) and other middle office and back-office requirements. He has drafted market standard clearing and custody agreements for broker-dealers and has experience working on various types of agreements affecting market intermediaries and participants, including trading agreements, customer agreements, distribution agreements and platform agreements.
Ignacio regularly registers and provides support to alternative trading systems (ATS) and counsels market participants regarding their obligations to register as such. In addition, he has helped broker-dealers develop management platforms for clients involving money market funds and other cash equivalent instruments. He also has experience with cash sweep programs involving money market funds and bank deposit programs insured by the Federal Deposit Insurance Corporation (FDIC).
Ignacio’s experience also includes matters relating to domestic and foreign broker-dealer registrations, customer account statement and confirmation requirements, mergers and acquisition brokers, anti-money laundering obligations for buy-side and sell-side participants, transaction confirmations and outsourcing broker-dealer technology and platforms. He counsels foreign exchanges and foreign clearing organizations regarding U.S. regulatory obligations on the access of U.S. person to foreign options markets and security-futures products.