The cohort at Morgan, Lewis & Bockius LLP is experienced in assisting its clients in both advisory and litigation contexts, handling matters relating to digital payments, corporate transactions, and investments. On the West Coast, John Filippone co-leads from Los Angeles and advises on financial services, tech, and capital markets. On the East Coast, fellow co-leads are Washington DC’s Cory Barry and Allen Denson, and Erin Martin, who splits her time between the firm’s DC and New York offices. Barry has expertise in structured finance and securitization-related issues, Denson handles enforcement, regulatory, and compliance matters, while Martin has a specialism at the intersection of finance and emerging tech. Further names to note in the team are DC’s Andrew Ray, Pittsburgh-based crypto specialist Todd Zerega, and Penelope Christophorou, who works from New York.
Legal 500 Editorial commentary
Key clients
- NRRM, LLC dba CarShield
- CBW Bank
- Metallicus Inc.
- Sixth Street
- Hometap Equity Partners
- Fortis
- Zip Co., Inc.
- Affirm Holdings
- Google – Capital G Management Company LLC
- Osprey Funds, LLC
- Bullish Global
- Invesco Capital Management LLC and Invesco Ltd.
Work highlights
Advised Sixth Street on a $4 billion forward flow commitment to purchase loans from Affirm Holdings - reportedly Affirm’s largest-ever commitment at the time.
Represented Hometap Equity Partners in building its securitization program to monetize pools of home equity appreciation investment contracts.
Represented Osprey Bitcoin Trust (OBTC), sponsored by Osprey Funds, LLC, in the sale of all its bitcoin assets, with an approximate market value of $110 million, to Bitwise Bitcoin ETF (BITB), a spot bitcoin ETP.
Practice head
Stephen Lightstone; John Filippone; Cory Barry; Allen Denson; Erin Martin
Other key lawyers
Todd Zerega; Penelope Christophorou; Edwin Smith; Andrew Ray