Cathleen Chang Senior Associate, Fiscale, Public Finance
Houston; Austin
Houston; Austin
Houston; Austin
In public finance matters, Cathleen has served as bond counsel and special tax counsel for a variety of transactions, including health care facilities, multifamily housing, airport, ports, transit authorities, non-profit organizations, public utilities, hospitality projects, as well as tobacco revenue securitizations. In addition to tax-exempt financings, Cathleen also represents clients in IRS audits and non-profit corporation tax matters.
Austin
Julia is passionate about working with founders who think outside the box to grow their companies and become the next big thing across a wide breath of industries and across the globe. Julia has advised early-stage companies in several dozen equity and convertible financings.
Julia also represents investors and venture capital firms on their investments in early and high-growth technology companies.
Austin
Julie has served as bond counsel to various state agencies and local governmental entities, including, special districts, cities, counties and public facility corporations; as underwriter and bank counsel to financial institutions that underwrite and purchase tax-exempt and taxable governmental obligations; and as outside counsel to a public facility corporation that owns and operates a convention center hotel and to professional sports teams that lease bond financed sports venue facilities. Julie also has experience representing domestic banks that provide credit and liquidity facilities for tax-exempt financings. Prior to entering private law practice, Julie served as an assistant attorney general in the Public Finance Division of the Office of the Attorney General of the State of Texas.
Austin
Rachael has represented clients in multiple cases before the United States Supreme Court, as well as federal and state appellate courts across the country. She has argued before the United States Court of Appeals for the Ninth Circuit and the Army Court of Criminal Appeals.
Prior to joining Orrick, Rachael clerked for the Honorable Denny Chin of the United States Court of Appeals for the Second Circuit. She graduated with Honors from The University of Texas School of Law, where she was champion in moot court, Chief Articles Editor for The Review of Litigation, a research assistant, a teaching assistant, and a member of the Supreme Court Clinic. She received her Bachelor’s degree from The University of Arkansas, where she developed her nationally recognized research on political rhetoric.
Austin
Jerry has been active in traditional bond financings for governmental entities such as school districts, cities, counties and special-purpose districts, advising them on general obligation, ad valorem tax-secured financings and special or limited obligation financings, such as utility system revenue-secured financings, conduit financings, financings for state agencies and financings for entities authorized to act on behalf of the State of Texas and its political subdivisions, including tax and revenue anticipation and general obligation and special-purpose facility revenue financings.
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.
Austin
Trudie advises renewable energy developers, private equity funds, and investors on complex transactions across the renewable energy sector, with a focus on debt and tax equity financings, joint ventures, and project acquisitions and sales.
Austin
Bill’s experience in public finance includes representing issuers such as state agencies, local governments, public utilities, and public improvement districts on both general obligation and revenue financings, as well as representing the underwriters for various municipal bonds.
Prior to joining the firm, Bill served as in-house counsel at both the City of Austin and the Lower Colorado River Authority (Austin, Texas).
Austin
Ana's practice focuses on public finance, which includes representing local governments, school districts, and financial institutions that underwrite bonds. She represents her clients in a range of public finance matters, such as general obligation and revenue bonds and public improvement districts.
Houston; Austin
Michael regularly engages in his clients' most complex and sophisticated matters involving eight, nine and ten figure exposure. Whether it be securing billion-dollar summary judgments or obtaining full dismissals for energy companies in mass tort cases, Michael defines success as winning, and doing so in a manner that enhances and protects the reputation and prospects of his clients.
Michael understands how courts think and what they want. He managed a federal court civil docket for two years and drafted judicial opinions for the highest levels of the Texas judicial system. He regularly assists his clients navigate their most complicated legal obstacles, and does so with bottom-line clarity.
Austin
Zac advises clients on:
As co-lead of the firm’s Energy Tech Team, Zac focuses on supporting companies and investors developing technologies like hyperscale data centers, alternative fuels, carbon capture, eVTOL aircraft, agtech and digital infrastructure. Zac is a key member of Orrick's energy transition practice, which was recognized as Band 1 in Energy Transition by Chambers USA (2023).
Zac is passionate about legal tech and implementing AI tools to enhance legal services. He helps lead the firm’s MAPE 2.0 project team, a platform that transforms M&A execution, which won the Financial Times' Reinventing the Legal Practice category.
Austin
Justin’s practice focuses on public finance, which includes the representation of local government entities, including: state agencies, municipalities, school districts, and special districts; non-profit organizations; and financial institutions that serve as underwriters to municipal bonds. Prior to joining Orrick, Justin represented and counseled government entities and private corporations in litigation matters.