Features Investment

He essentially worked his way out of a desirable position, even hastening his departure, by streamlining the process that resulted in WageWorks being absorbed last summer by HealthEquity Inc., which is headquartered in the Salt Lake City suburb of Draper, Utah. John G. Saia remains anchored in the Bay Area where many professional opportunities would […]

Broadway Technology had been making its mark by building intelligent trading systems for some of the world’s leading financial institutions, but was ringing up big outside legal costs as its business model and the industry itself were becoming more sophisticated. Finally in early 2013 the company committed to bringing its legal expertise in-house, welcoming Claudia […]

With a couple of pending acquisitions and internal build-outs on her to-do list, the workload was heavy in 2017, causing Lori Buchanan Goldman to think creatively in her capacity as legal boss at Bryn Mawr Trust. Head of what was then just a three-member legal team for the regional bank in Greater Philadelphia, Goldman didn’t […]

It’s not something people like to talk about, or even think about, especially when they are young. Yet a lack of financial and retirement planning can come back to haunt people as they get older. As reported in a recent GOBankingRates survey, 64 percent of people asked said they expect to retire with less than […]

Douglas Charton vividly remembers sitting in an internet café on the Greek island of Ios in the Summer of 2007, enjoying a much-deserved holiday following the bar exam. It was there he received an email notifying him he got a job in the Investment Management practice group of K&L Gates LLP, a prominent global law […]

Brexit, the 2020 election, the death of a statesperson, a natural disaster—just a few of the many events that can affect the derivatives market. For at stake are contracts that derive their performance from those of an underlying asset, such as an equity, an index or interest rate. And that makes it all the more […]

It’s an exciting time, says Jorge Gomez-Moller, to be at the center of what he refers to as the democratization of commercial real estate investment. As the general counsel of the hospitality private equity group Driftwood Acquisitions & Development [DAD] tells Vanguard, as recently as a couple of years ago, opportunities were limited for middle-class […]

No doubt, the mortgage industry has undergone dramatic changes since the onset of the Great Recession in 2008. And while there has been significant roll up, consolidation and closure of many companies, RoundPoint Mortgage Servicing Corporation has grown rapidly and, as Steve Forsythe puts it, “in the right way.” That is: The company is emphasizing […]

For most corporate general counsels, simply having a voice in the legislative process, on a bill that fundamentally transforms your business model, would be a welcome opportunity—a chance to help create a more nuanced legal landscape. Zack Weber took a slightly different tack: He helped shape the language himself. Specifically: a 2017 law passed by […]

By the start of 2015, after a full month of 12-hour day grinds and no days off, of sweat-inducing calls and enough motions and summary judgments to anchor an aircraft carrier, all Logan Marcus wanted was to sit on the beach and read a book—any book. That, and a few pages of Indeed.com search results. […]