Practice Experience
An English-qualified partner, Josh joined White & Case LLP in 2002 and specialises in finance transactions with a particular emphasis on secured and unsecured lending and asset backed transactions. Josh was the lead lawyer on the SVG Diamond Private Equity PLC transaction which was awarded European CDO Deal of the Year 2004 by International Securitisation Report and the lead lawyer on the BlueBay European Credit Opportunity Fund. Josh is named by Chambers UK (2008 to 2009) as a leading lawyer. In January 2010, Josh moved to the White & Case Johannesburg office.
Examples of transactions include:
- Advised on SVG Diamond Private Equity PLC, a collateralised fund obligation ultimately backed by interests in private equity. This transaction was awarded CDO Deal of the Year - Europe, ISR 2004
- Advised on SVG Diamond Private Equity III PLC, a securitisation of private equity interests through the issuance of shares in an Irish public limited liability investment company and the use of a senior loan facility.
- Advised Citigroup on the BlueBay European Credit Opportunity Fund, a Jersey unit trust established for investing in leveraged loans either directly or indirectly. The fund has the flexibility to enter into repo transactions.
- Advised Investec Bank PLC in establishing a listed EUR5,000,000,000 multi issuer asset backed medium term note programme.
- Advised a UK bank in connection with the establishment of a trade receivables financing platform where the UK bank ultimately funded (by way of subscription for the notes issued off the platform) the payment of discounted receivables owed by a manufacturing client of the UK bank to the suppliers of the manufacturing client.
- Advised J.P. Morgan Securities Limited on Monte 2008-1 B.V, with a collateralised bond obligation transaction.
- Advised Citigroup on Easton Vance CDO VII Plc, a collateralised loan obligation transaction.
- Advised a confidential client in connection with the establishment of a EUR 25,000,000,000 multi issue asset-backed MTN programme and various issues and redemptions in respect of that programme.
- Advised J.P. Morgan Securities Limited on Bacchus 2008-2 PLC, a collateralised loan obligation transaction where the portfolio consisted of SME loans and the notes issued were eligible as collateral under the ECB repo programme.
- Advised J.P. Morgan Securities Limited on Skellig Rock B.V., a collateralised loan obligation transaction.
- Advised a confidential client in connection with establishing a series of funds and feeder funds allowing the funds to invest in, amongst other things, collateralised loan obligation equity.
- Advised a confidential client on a redemption of EUR 131,000,000 Notes which had been issued under an asset backed programme;
- Advised a confidential client on Piraeus CDO 1 Limited, a managed portfolio synthetic credit linked note transaction;
- Advised J.P. Morgan Securities Limited on Hemisphere CDO PLC, a managed portfolio (of emerging market sovereign and corporate reference entities) synthetic credit linked note transaction.
Bars and Courts
England and Wales
Education
LLB, University of Victoria, Wellington, 1996 BA, University of Victoria, Wellington, 1994
Languages
English
Citizenship
New Zealand
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