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
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.
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.
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.
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.
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.
Portland; Seattle
Portland; Seattle
Christine has more than two decades of experience in public infrastructure finance, advising on both traditional bond financings and innovative funding structures. She serves as a Vice-Chair of the Public Finance Group and on the leadership team for the Impact Finance Group.
Christine’s experience includes various general obligation and revenue bond financings, including those relating to transportation, education, healthcare, water and wastewater, economic development, urban renewal, public power and other complex and innovative social and infrastructure financings sometimes involving public-private partnerships (P3) for large transportation and utility issuers, state and local municipalities, and other for-profit and nonprofit corporations.
She has extensive knowledge and experience with disclosure requirements for municipal issuers under federal securities laws, including both initial and continuing disclosure issues, material events disclosure, public offerings, private placements and other municipal securities regulatory matters.
Christine is a frequent speaker at conferences and seminars given by trade and professional organizations within the municipal finance industry, including serving as Chair for The Bond Buyer's 2022 Infrastructure Conference and Board of Directors to Women in Public Finance.
Portland; Seattle
Portland; Seattle
Christine has more than two decades of experience in public infrastructure finance, advising on both traditional bond financings and innovative funding structures. She serves as a Vice-Chair of the Public Finance Group and on the leadership team for the Impact Finance Group.
Christine’s experience includes various general obligation and revenue bond financings, including those relating to transportation, education, healthcare, water and wastewater, economic development, urban renewal, public power and other complex and innovative social and infrastructure financings sometimes involving public-private partnerships (P3) for large transportation and utility issuers, state and local municipalities, and other for-profit and nonprofit corporations.
She has extensive knowledge and experience with disclosure requirements for municipal issuers under federal securities laws, including both initial and continuing disclosure issues, material events disclosure, public offerings, private placements and other municipal securities regulatory matters.
Christine is a frequent speaker at conferences and seminars given by trade and professional organizations within the municipal finance industry, including serving as Chair for The Bond Buyer's 2022 Infrastructure Conference and Board of Directors to Women in Public Finance.
Sacramento
Jenna has worked on all structures available in public finance, including fixed and variable, tax-exempt and taxable, insured, letter of credit and liquidity supported bonds, conversions, tenders, exchanges, restructurings and reofferings, senior/subordinate, capital appreciation and convertible capital appreciation bonds, securitizations, project finance, direct purchases, bank-qualified transactions and 144A and Section 4a2 offerings.
Jenna's practice focuses on the following areas, in which she has acted as bond, borrower’s, disclosure, underwriter's, and bank/direct purchaser’s counsel:
Sacramento
Jenna has worked on all structures available in public finance, including fixed and variable, tax-exempt and taxable, insured, letter of credit and liquidity supported bonds, conversions, tenders, exchanges, restructurings and reofferings, senior/subordinate, capital appreciation and convertible capital appreciation bonds, securitizations, project finance, direct purchases, bank-qualified transactions and 144A and Section 4a2 offerings.
Jenna's practice focuses on the following areas, in which she has acted as bond, borrower’s, disclosure, underwriter's, and bank/direct purchaser’s counsel:
Washington, D.C.
Washington, D.C.
Joshua has closed over 150 financing transactions aggregating tens of billions for state and local government capital programs, nonprofit capital projects, energy production and transmission facilities, airport systems, healthcare systems, surface transportation systems, water systems and affordable multifamily rental housing projects, among others. He regularly serves as bond counsel, underwriter’s counsel, disclosure counsel, and borrower’s counsel and has experience with all the major financing products available in the market. His expertise includes tax-exempt and taxable financings, commercial paper, credit and liquidity-enhanced transactions, fixed, variable, and multi-modal debt, senior and subordinate structures, as well as tenders, exchanges, conversions and reofferings. Joshua also works closely with our Band 1-ranked (Chambers USA) infrastructure group and is experienced in alternative delivery and public-private partnership (P3) transactions across various segments of the infrastructure sector.
Washington, D.C.
Washington, D.C.
Joshua has closed over 150 financing transactions aggregating tens of billions for state and local government capital programs, nonprofit capital projects, energy production and transmission facilities, airport systems, healthcare systems, surface transportation systems, water systems and affordable multifamily rental housing projects, among others. He regularly serves as bond counsel, underwriter’s counsel, disclosure counsel, and borrower’s counsel and has experience with all the major financing products available in the market. His expertise includes tax-exempt and taxable financings, commercial paper, credit and liquidity-enhanced transactions, fixed, variable, and multi-modal debt, senior and subordinate structures, as well as tenders, exchanges, conversions and reofferings. Joshua also works closely with our Band 1-ranked (Chambers USA) infrastructure group and is experienced in alternative delivery and public-private partnership (P3) transactions across various segments of the infrastructure sector.