Robert J. Waldner
Overview
Financial institutions participating in the market for troubled and nonperforming loans and financial claims trust Bob Waldner’s transactional guidance and market insights. He represents investment funds, banks, and other financial institutions that trade commercial and industrial bank loans, distressed securities, bankruptcy and litigation claims, and other illiquid assets.
Career & Education
- Duke University, B.S.E., 1995
- University of Michigan Law School, J.D., cum laude, 2000
- New York
Professional Activities and Memberships
- Member, The Loan Syndications and Trading Association (LSTA)
Robert's Insights
Client Alert | 4 min read | 04.10.24
On February 20, 2024, the Supreme Court finally brought the curtain down on the Kirschner v. JPMorgan Chase Bank, N.A. et al., action when it denied Plaintiff’s petition for certiorari that challenged the Second Circuit Court of Appeal’s determination that syndicated bank loans were not “securities.” While the Second Circuit made that decision in August, fears of significant market disruption were raised again in December, when the plaintiff asked the Supreme Court to review the case. But, as a result of the denial of cert, the Second Circuit decision stands, and for the time being, syndicated term loans will not be subject to securities regulation.
Firm News | 8 min read | 01.03.22
Crowell & Moring Elects 13 New Partners, Promotes Seven to Senior Counsel, and 19 to Counsel
Firm News | 5 min read | 04.01.21
Client Alert | 4 min read | 04.27.20
Representative Matters
- Advised a major investment bank in connection with its purchase and subsequent sale of a portfolio of over 100 loans, with principal totaling approximately $1 billion.
- Represented a major hedge fund in connection with its acquisition in a series of transactions of several hundred customer claims against the liquidating estate of an insolvent Securities Investor Protection Act commodities broker.
- Represented a major U.S. investment bank in connection with its sale of several multibillion-dollar portfolios of syndicated loans to foreign investors pursuant to "true sale" participation agreements.
- Advised multiple private-equity and hedge funds in their diligence and acquisition of PG&E Corp. insurance subrogation claims.
Robert's Insights
Client Alert | 4 min read | 04.10.24
On February 20, 2024, the Supreme Court finally brought the curtain down on the Kirschner v. JPMorgan Chase Bank, N.A. et al., action when it denied Plaintiff’s petition for certiorari that challenged the Second Circuit Court of Appeal’s determination that syndicated bank loans were not “securities.” While the Second Circuit made that decision in August, fears of significant market disruption were raised again in December, when the plaintiff asked the Supreme Court to review the case. But, as a result of the denial of cert, the Second Circuit decision stands, and for the time being, syndicated term loans will not be subject to securities regulation.
Firm News | 8 min read | 01.03.22
Crowell & Moring Elects 13 New Partners, Promotes Seven to Senior Counsel, and 19 to Counsel
Firm News | 5 min read | 04.01.21
Client Alert | 4 min read | 04.27.20
Insights
Robert's Insights
Client Alert | 4 min read | 04.10.24
On February 20, 2024, the Supreme Court finally brought the curtain down on the Kirschner v. JPMorgan Chase Bank, N.A. et al., action when it denied Plaintiff’s petition for certiorari that challenged the Second Circuit Court of Appeal’s determination that syndicated bank loans were not “securities.” While the Second Circuit made that decision in August, fears of significant market disruption were raised again in December, when the plaintiff asked the Supreme Court to review the case. But, as a result of the denial of cert, the Second Circuit decision stands, and for the time being, syndicated term loans will not be subject to securities regulation.
Firm News | 8 min read | 01.03.22
Crowell & Moring Elects 13 New Partners, Promotes Seven to Senior Counsel, and 19 to Counsel
Firm News | 5 min read | 04.01.21
Client Alert | 4 min read | 04.27.20
