Derivatives
Global Guide 2024 : USA
Band 4
Email address
[email protected]Contact number
+1 212 468 8000About
Provided by Morrison Foerster
We work with the derivatives, commodities and structured products groups at numerous investment and commercial banks, commodity dealers and users, insurance companies, mutual funds, hedge funds and other financial institutions, and public companies and holders of restricted equity securities. We advise on equity, credit, rate, and foreign exchange derivatives. We are one of a handful of firms with significant commodities experience, and assist clients in the energy and metals industries. We have particular expertise advising on derivatives-related issues in connection with restructurings or insolvencies. Morrison & Foerster also is a leading firm providing cross-border advice to dealer clients on regulatory and compliance matters, including those arising under the Dodd-Frank Act, EMIR, MiFID, and other regimes.
Morrison & Foerster has a broad-based structured products practice, covering registered and exempt products, including retail-oriented products, as well as highly bespoke institutional products, with a range of reference assets. We are well known for our product structuring capabilities, as well as for our tax capabilities in the area. We work with clients on a variety of issuances, covering the spectrum from registered takedowns, to Rule 144A/Regulation S and Section 3(a)(2) offerings, to structured certificate of deposit programs. Our work often involves developing new proprietary indices with clients, and new financial products tied to these indices.
Chambers Review
Morrison Foerster is well versed in both regulatory matters and transactions. The firm advises clients on Dodd-Frank regulations, including the Volcker Rule, and assists with equity and credit-linked mandates. It is also well equipped to offer support on the tax aspects of derivatives transactions.
Work Highlights
- Morrison Foerster advised a number of investment banks on derivatives matters relating to financial regulatory reforms, including MiFID 2/MiFIR and Basel III.
Strengths
Provided by Chambers
"The lawyers at Morrison Foerster are extraordinary. They are helpful, attentive and commercial."
"The team is thoughtful and thorough."
"The lawyers at Morrison Foerster are extraordinary. They are helpful, attentive and commercial."
"The team is thoughtful and thorough."
Notable Practitioners
David Kaufman is known for his commodities practice, regularly assisting on transactions. His regulatory practice sees him advise on the changing landscape, including recent work on margin loan regulations.
Rhys Bortignon has a busy regulatory and transactional derivatives practice, advising on mandates across different asset classes, ranging from energy to infrastructure.
"Rhys is extremely engaging, helpful and professional."