Richard J. Lee practices in the firm’s Corporate & Finance Transactions Department with a focus on derivatives, lending & finance and distressed debt & claims trading. He is a CFA® charterholder.
Mr. Lee represents sell-side and buy-side clients in derivatives transactions and specializes in credit derivatives, including the analysis of credit default swaps and the negotiation of total return swaps. He advises on and negotiates ISDA Master Agreements and related credit support documents, prime brokerage agreements, margin financing arrangements, master repurchase agreements, futures and options agreements, and other trading agreements. He also negotiates documentation for equity derivatives transactions, including global equity and equity options master confirmations. He also has extensive experience advising lenders providing interest rate, FX and commodities hedging in connection with secured credit facilities.
Lending & Finance
Mr. Lee represents various clients on a range of secured financings collateralized by financial assets, including bank loans, claims and other illiquid assets, and traditional margin financing facilities. He also represents investors in commercial litigation funding transactions and other structured financing transactions involving litigation claims, including class action claims.
Distressed Debt & Claims Trading
Mr. Lee represents broker-dealers, hedge funds and other financial institutions in connection with trading and investing in distressed assets, including corporate bank loans, bankruptcy claims, restructured securities, and litigation claims. He regularly counsels clients in the review and analysis of credit agreements and bond indentures, and advises on bankruptcy and restructuring matters arising in connection with special situations investments.
In 2013, Mr. Lee was seconded to UBS Investment Bank, where he advised on derivatives regulatory reform initiatives. Prior to joining Kibbe &Orbe LLP, Mr. Lee was an associate in the New York and Hong Kong offices of O’Melveny & Myers LLP, where he practiced in the M&A and private equity groups.
Chartered Financial Analyst® (CFA)