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740

Practice:

  • Finance Sector
  • Public Finance

Greg Blonde Partner

Portland

Greg primarily focuses on health care/senior living finance, airport transactions and traditional municipal bond work for cities, counties and special districts.

Greg has completed conduit bond transactions for the most active healthcare borrowers in the Pacific Northwest, including Legacy Health, Oregon Health & Science University, Salem Health, Asante, Samaritan Health Services, St. Charles Health System, Columbia Memorial Hospital and PeaceHealth. He also regularly works on financings for many nonprofit senior living providers, including Pacific Retirement Services, Transforming Age, Terwilliger Plaza, Rose Villa, Mary's Woods, Dallas Retirement Village and Capital Manor, and has worked on senior living bond transactions in Oregon, Washington, California, Texas, Wisconsin, Nebraska and Florida. Greg also maintains an active traditional municipal finance practice, serving as bond counsel for public bodies and municipalities such as The Port of Portland, the City of Lake Oswego and the City of West Linn.

Since 2011, Greg has provided pro bono legal services to Iraqi refugees through the International Refugee Assistance Project.  Greg is also a past member of the Board of Directors of Youth, Rights & Justice, a nonprofit law firm that serves underprivileged children (primarily foster children) in the Portland area.

7813

Practice:

  • Finance Sector
  • Tax

Charles C. Cardall Partner

San Francisco

He also has legal experience relating to both charter schools and the federal income tax classification of governmental and quasi-governmental entities. He has consulted on thousands of tax-exempt, build America and tax credit bond issues and has developed deep knowledge in almost every tax aspect of municipal finance. Private activity bonds for multifamily housing, solid waste, charter schools and independent schools are areas of particular focus in his practice, as are higher education, short-term and long-term working capital and the various forms of pooled financings. Chas also has advised numerous clients experiencing financial distress or bankruptcy in tax matters relating to their municipal bonds. Representative active clients include the State of California, the University of California, the Bay Area Toll Authority, and Charter School Capital.

As a legal and policy advocate, Chas represents both government and non-government clients in federal tax rulemaking matters and in IRS proceedings, including the various types of tax-exempt bond audits, voluntary compliance (VCAP) requests and requests for private letter rulings. He has successfully closed IRS examinations relating to solid waste, water and wastewater, working capital, healthcare, pooled, multifamily housing, and industrial development bond financings. He has obtained multiple private letter rulings and technical advice memoranda and has been integrally involved in numerous regulation and legislative projects. He has found that a close working relationship with IRS and Treasury Department personnel often is critical to obtaining good results for clients.

364728

Practice:

  • Finance Sector
  • Tax
  • Public Finance

Cathleen Chang Senior Associate

Houston; Austin

In public finance matters, Cathleen has served as bond counsel and special tax counsel for a variety of transactions, including health care facilities, multifamily housing, airport, ports, transit authorities, non-profit organizations, public utilities, hospitality projects, as well as tobacco revenue securitizations. In addition to tax-exempt financings, Cathleen also represents clients in IRS audits and non-profit corporation tax matters.

1125

Practice:

  • Finance Sector
  • Tax

Richard Chirls Partner

New York

With more than 30 years of experience, Richard is widely recognized as one of the nation’s foremost authorities, having broad experience with tax exempt financings and related transactions involving governmental and not-for-profit entities.  His skill and stature in the public finance community was recognized by the National Association of Bond Lawyers’ highest award for his career of distinguished service in public finance. 

Richard focuses on new products, including the development of new and creative financing techniques for governments, non-profits and investment bankers. He regularly works on transactions throughout the country.  However, in his home office in New York City, he leads the relationship with the Port Authority of New York and New Jersey, serving as counsel on well over 100 transactions over a period of more than 20 years and has headed the tax work in connection with every financing of a cultural facility relating to museums and performing arts in New York City over this same period.  Richard has worked on the tax aspects of several of the largest and most complex public private partnership (P3) transactions in recent years.  He frequently acts as special tax counsel to issuers and underwriters of municipal finance issues.

Roger Davis Partner

San Francisco

Among the attributes that contributed to his Hall of Fame selection were:

  • Recognized and sought out for his ability to apply his unusually extensive and diverse experience to solve problems as they arise and develop new programs or financial structures, and for his expertise and judgment in securities laws and disclosure.
  • Dedicated to helping bring about projects and programs (whether sponsored by public entities, nonprofit corporations or for-profit enterprises) that provide a public benefit and make people’s lives better.
  • Having led the development of the housing and healthcare practices at Orrick, his recent focus has been on governmental transactions, all manner of non-profit corporations, public private partnerships (P3), portfolio sales, securitizations, energy and water efficiency programs, student, senior and workforce housing, pool programs, new financial structures and programs and applications of Public Finance Authority (created in Wisconsin to finance any type of project or program in any state or territory).
  • Some of those new financial structures and programs have included pension obligation bonds, variable rate lease financing, and, more recently, joint powers authority ownership structure (turning private activity projects or projects not generally eligible for tax-exempt financing into tax-exempt governmental purpose bonds; for example, for middle income workforce housing), and energy and other infrastructure as a service (P3, simplifying procurement, off balance sheet).
  • Responsibility for legislation crucial to the scope and operation of California public finance, including California Health Facility Financing Authority, California School Finance Authority, changes to joint power authority law that helped propel California Statewide Communities Development Authority and California Municipal Finance Authority into two of the most prolific issuers in the country, local agency refunding law, authorizations for swaps, investment agreements and other derivative products, creation of security interests, streamlining validation actions, and in several other states including Hawaii and creation of Public Finance Authority in Wisconsin.
  • Chair of Orrick’s Public finance department for several decades through 2020, during which he presided over the growth of the department from one office with 12 lawyers in San Francisco to 10 offices and over 100 lawyers and paralegals around the country, consistently ranked (for more than 2 decades now) as number one bond counsel and disclosure counsel, and within the top four underwriter counsel, for bonds issued by state and local governments throughout the United States. During this period, he also held a number of other leadership positions at Orrick, including several terms on its Executive Committee and on the Management Committee of Orrick’s wholly owned subsidiary, BLX Group, LLC (providing the public finance community with a variety of non-legal services).

In addition to his selection by The Bond Buyer for its Public Finance Hall of Fame, Roger is ranked Band 1 by Chambers, and as Acritas Star Lawyer by Acritas, as Dealmaker of the Year (twice) by American Lawyer, as “best,” “super,” “most honored,” “preeminent” or “lawyer of the year” by several other publications, and declared “the Bond King” in a cover article by California Lawyer.

337121

Practice:

  • Finance Sector
  • Public Finance
  • Banking & Finance
  • General Obligation Bonds
  • Revenue Bond Financing
  • Swaps and Other Hedges

Marcus Deitz Partner

Houston

Marcus’ experience includes the representation of school districts, municipalities, counties, junior colleges, universities, special authorities and other political subdivisions in a variety of roles, including bond counsel, disclosure counsel and issuer’s counsel. In addition, he regularly represents underwriters and purchasers of both public and privately placed debt, regularly serving as underwriters’ counsel and bank counsel.

Complementary to his core practice, Marcus is also able to provide his clients guidance on derivative transactions and liquidity facilities, election law matters, and municipal and school law issues.

Before joining Orrick, Marcus clerked for the Colorado Court of Appeals and subsequently practiced as an associate and then a partner with several international law firms.

740

Practice:

  • Finance Sector
  • Public Finance

Brandon Dias Partner

Sacramento

California Local Government Finance. Brandon focuses on California local government financing structures including general fund lease revenue bonds and certificates of participation; pension obligation bonds; tax and revenue anticipation notes; mello-roos bonds, assessment district bonds and other land secured financing structures; redevelopment financing; water and wastewater revenue bonds; airport revenue bonds; and public power revenue bonds.

Tax-Exempt Healthcare Finance. Brandon also focuses on tax-exempt healthcare finance for 501(c)(3) organizations. His experience includes financings for standalone hospitals, hospital systems and continuing care retirement communities. He has served as bond counsel or underwriters' counsel on tax-exempt healthcare financings in various states throughout the nation.

181910

Practice:

  • Finance Sector
  • Public Finance

Patricia L. Eichar Partner

Portland; Sacramento

Ms. Eichar has represented issuers, underwriters and borrowers in taxable and tax-exempt municipal financings for health care organizations, senior living communities, and other types of 501(c)(3) organizations.  In addition, Ms. Eichar has represented various municipal issuers, including the State of California, in the issuance of general obligation bonds, deficit bonds, revenue anticipation notes, lease revenue bonds, enterprise revenue bonds, pension obligation bonds and land-secured bonds, and in municipal lease and redevelopment financing.

As disclosure counsel to myriad public agencies, Ms. Eichar advises on matters including the content of primary offering documents as well as continuing disclosure filings.

In addition to her work in municipal financings, Ms. Eichar has taken on multiple pro bono projects, including prosecuting guardianships for Sacramento's Voluntary Legal Services Program and assisting veterans with appeals of denial of disability benefits before the Board of Veterans Appeals.

143644

Practice:

  • Finance Sector
  • Public Finance

Douglas Goe Partner

Portland

Doug is senior partner with decades of experience in public finance and municipal bond law, including federal, state and tribal tax and securities law issues.

Doug serves as bond counsel for the State of Alaska, the Alaska Municipal Bond Bank Authority, the Washington Economic Development Finance Authority, the Oregon Department of Transportation, the State of Oregon concerning the issuance of General Obligation Bonds for Higher Education and Oregon Health and Science University. Doug also serves as the primary lead bond counsel for the Oregon Facilities Authority on higher education, hospital and other conduit 501(c)(3) revenue bond issues.

Doug has also served as bond counsel, underwriters counsel or borrowers counsel on conduit revenue bonds in the states of Alaska, Arizona, California, Florida, Idaho, Illinois, Michigan, Washington, Wisconsin and Wyoming.

740

Practice:

  • Finance Sector
  • Public Finance

Eileen Heitzler Partner

New York

As bond counsel, underwriters’ counsel, borrower’s counsel and credit enhancer’s counsel, Eileen has worked on deals ranging from a few million dollars in value to more than $1 billion. She has broad experience with all types of financing structures including fixed rate, variable rate, flexible rate and optional tender bonds; tax-exempt and taxable debt; general obligation and revenue bond financings; unsecured obligations, mortgage-secured and project-based security; synthetic structures involving derivative products; and master trust indenture structures. Marketing alternatives have included public offerings by governmental issuers or conduit issuers, taxable bonds issued directly by non-profit organizations, direct placements with banks and financial institutions, and private placements. She was ranked Band 1 by Chambers USA New York for Public Finance in 2022.

While Eileen's practice encompasses all types of financings, her areas of concentration are financings for not-for-profit organizations, affordable housing, governmental purposes and public power projects. She has also participated in helping to structure and develop special financing programs.

Museums and Cultural Institutions: Referred to as the “bond artist” by the American Lawyer in connection with her work on the Museum of Modern Art expansion financing through the Trust for Cultural Resources, Eileen has been involved in transactions for most of the cultural institutions in New York City.

Educational Institutions and Other Non-Profit Organizations: Eileen has served as institution counsel, bond counsel or underwriter’s counsel on transactions to finance projects for a multitude of colleges, universities, health care organizations, private schools and other not-for-profit corporations, often in connection with their initial financings.

Affordable Housing: Financing the construction or preservation of thousands of affordable housing units has been an important facet of Eileen’s practice. In addition to serving as bond counsel or underwriters’ counsel on 80-20 developments, she is involved with the pooled open resolution programs established by the New York City Housing Development Corporation and the New York State Housing Finance Agency (two of the largest housing bond issuers in the country).

Governmental Purpose Bonds: As special counsel to the Office of the State Comptroller, Eileen provides advice concerning the issuance of the State’s general obligation bonds as well as other issues. She has also participated in the issuance of State-supported bonds by several public benefit corporations including the Dormitory Authority and Empire State Development.

Public Power: Eileen has worked with the Bonneville Power Administration for over 25 years on a range of financing programs, including on power purchases (including nuclear power), lease-purchase financings, energy prepayments, and conservation.

381182

Practice:

  • Finance Sector
  • Public Finance
  • Health Care Finance

Robyn L Helmlinger Partner

San Francisco

Robyn regularly works with both established borrowers and first-time borrowers to assist with structuring and restructuring debt programs that encompass a wide variety of debt and derivative products. In 2015, Robyn led the team that represented a private fund in connection with financing the management transfer of a multi-hospital nonprofit healthcare system to a subsidiary of the private fund, including negotiations with existing creditors. The financing involved an innovative bond structure that balanced current and future committed liquidity needs and debt burden. Robyn is also continually recognized for her excellent and sound judgment with respect to disclosure issues, including the difficult disclosure decisions caused by financial pressures from healthcare reform, affiliation activities, pension liabilities, governmental inquiries and investigations, labor disputes and qualified audit opinions.

In 2013, Robyn was elected a Fellow of the American College of Bond Counsel. She is one of the founding members of the Northern California Chapter of Women in Public Finance and currently serves on its advisory board. As a member of the National Association of Bond Lawyers, Robyn has been a panelist on the Health Care Financing Panel at the annual conference in 2003, 2004 and 2006. She is also a member of the American Health Lawyers Association.

365469

Practice:

  • Finance Sector
  • Legislative/Regulatory Participation
  • Public Finance

Jerry V. Kyle, Jr. Partner

Austin

Jerry has been active in traditional bond financings for governmental entities such as school districts, cities, counties and special-purpose districts, advising them on general obligation, ad valorem tax-secured financings and special or limited obligation financings, such as utility system revenue-secured financings, conduit financings, financings for state agencies and financings for entities authorized to act on behalf of the State of Texas and its political subdivisions, including tax and revenue anticipation and general obligation and special-purpose facility revenue financings.