Selected Experience

Below are representative examples of experience in corporate, commercial, and regulated financial services contexts. Examples are illustrative only and not exhaustive.

Business Formation, Corporate Governance & General Counsel Services

• Served as general counsel to a media, events and financial index company, supporting contract & vendor management, insurance matters, media litigation, corporate governance, major transactions and internal reorganizations, and all other day-to-day legal needs.

• Built scalable contract workflows and playbooks, including approval thresholds, delegation frameworks, and template suites.

Transactions (M&A, Venture Capital, Private Equity)

• Supported numerous acquisitions, minority investments, and divestitures, including diligence and data room management, asset and stock purchase agreement negotiations, disclosure schedules, and closing execution.

• Advised issuers and investors on venture financings across early- and growth-stage rounds, including preferred equity terms and investor rights.

Technology, Data & IP Licensing

• Drafted and negotiated inbound and outbound technology licensing agreements, including field-of-use restrictions, exclusivity, sub-licensing frameworks, and audit rights.

• Structured and negotiated data licensing, redistribution, and usage rights (including sub-licensing and downstream customer pass-through terms).

Digital Assets and Blockchain-enabled Financial Products, including Licensing, and Regulatory support

• Analyzed potential offerings under the EU’s MiCA framework.

• Advised on Howey-test considerations for engagement tokens and NFTs.

• Advised on digital asset market structure and policy issues, tracking and interpreting evolving U.S. legislative and regulatory developments.

• Advised index product teams on index-linked, on-chain products.

Media Support (Publishing, Advertising, Podcasts, AI)

• Supported advertising campaigns, including insertion orders / IAB Terms negotiation, performance obligations, regulatory concerns, and brand safety provisions.

• Drafted and negotiated podcast and media production agreements (hosts, guests, production vendors, and distribution partners).

• Provided pre-publication review support and risk analysis relating to defamation, privacy, IP, and confidential information concerns.

• Assisted in developing practical AI use policies and contract clauses addressing training data, prohibited use, confidentiality, and output ownership considerations.

Events (Vendors, Venues, Speakers, Sponsors)

• Negotiated event agreements spanning venue contracts, catering and production vendors, speaker and talent arrangements, and sponsorship packages.

• Implemented sponsor contractual frameworks to minimize deal-specific negotiation time.

Industry Advocacy & Stakeholder Engagement

• Key member of advocacy committees (US and EU) for industry association, supporting industry engagement with policymakers, regulators, and stakeholders on issues involving benchmark regulation.

• Drafted position materials and advocacy messaging designed to be legally accurate, commercially practical, and regulator-friendly.

Audit Support, Regulatory Risk, and Compliance

• Led the design, review, and implementation of end-to-end control frameworks, including underlying policies and procedures, for multiple benchmark administrators.

• Work closely with Compliance teams, Operations staff, and Product leads to ensure internal and external audit readiness, including implementation of automated controls, and compliance narrative development.

• Led corporate governance and oversight processes, including board and committee support, minutes and consents, delegation authority, and policy design.