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Schulte Roth & Zabel LLP

919 THIRD AVENUE, NEW YORK, NY 10022, USA
Tel:
Work +1 212 756 2000
Fax:
Fax +1 212 593 5955
Email:
Web:
www.srz.com
London, New York, Washington DC

Craig Stein

Tel:
Work +1 212.756.2390
Email:
Schulte Roth & Zabel LLP

Work Department

Structured Finance & Derivatives, Regulatory & Compliance, Trading Agreements

Position

Craig Stein is co-head of the Structured Finance & Derivatives Group. His practice focuses on structured finance and asset-backed transactions and swaps and other derivative products, including credit- and fund-linked derivatives, prime brokerage and customer trading agreements. He represents issuers, underwriters, collateral managers and portfolio purchasers in public and private structured financings, including collateralized loan obligations (CLOs). Craig has been recognized in this area by the prestigious legal directory Chambers USA: America’s Leading Lawyers for Business, which noted that satisfied clients praised him for his “very broad knowledge of the markets” and for being “incredibly responsive and helpful in thinking through issues” and “very thoughtful about the market.” Chambers also stated: “He is known for his work in derivative products, representing issuers, underwriters and portfolio purchasers in CLOs. Peers find his work in structured products and derivatives impressive.” The Legal 500 US has noted that Craig is “recognized for his thought leadership on regulatory issues affecting both the securitization and derivatives markets.”

Craig is a member of the American Bar Association, the New York City Bar Association, the New York State Bar Association, the Loan Syndications and Trading Association, the International Swaps and Derivatives Association and the Structured Finance Industry Group. He is a much sought-after speaker for hedge fund industry conferences and webinars and the author of numerous articles on advanced financial products. He recently authored “U.S. CLOs: Past and Present” in The Journal of Structured Finance and co-authored “U.S. CLOs: The End of U.S. Risk Retention for Collateral Managers?” for The International Comparative Legal Guide to: Securitisation 2018

Member

American Bar Association, New York City Bar Association, New York State Bar Association, International Swaps and Derivatives Association, Loan Syndications and Trading Association, Structured Finance Industry Group.

Education

University of Pennsylvania Law School, JD, cum laude; Colgate University, BA, cum laude.


United States: Finance

Structured finance: securitization

Within: Structured finance: securitization

Schulte Roth & Zabel LLP acts for a host of prolific asset managers in addition to a number of prominent arrangers in CLOs, secured financings and linked-note transactions. The structured finance and derivatives practice is jointly headed by Paul Watterson, Craig Stein and Boris Ziser, who, among the three of them, have upwards of 90 years of combined experience in complex structured finance transactions. Another contact is Daniel Oshinsky, who specializes in liquidity facility agreements and structured credit. In the CLO space, significant manager clients have included PGIM, Cerebus Capital Management, Fortress Investment Group and GoldenTree Asset Management.

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