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 | 7 min read | 03.18.25
Personae Non Gratae in the Loan Market: Trading Considerations for Disqualified Institutions
From the inception of the secondary market for syndicated bank loans some 35 years ago, we have seen continuous movement in the direction of increased liquidity for the asset, but recent developments in this market point toward a reversal of this trend.
Publication | 06.18.24
Publication | 04.29.24
Client Alert | 4 min read | 04.10.24
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 | 7 min read | 03.18.25
Personae Non Gratae in the Loan Market: Trading Considerations for Disqualified Institutions
From the inception of the secondary market for syndicated bank loans some 35 years ago, we have seen continuous movement in the direction of increased liquidity for the asset, but recent developments in this market point toward a reversal of this trend.
Publication | 06.18.24
Publication | 04.29.24
Client Alert | 4 min read | 04.10.24
Insights
Robert's Insights
Client Alert | 7 min read | 03.18.25
Personae Non Gratae in the Loan Market: Trading Considerations for Disqualified Institutions
From the inception of the secondary market for syndicated bank loans some 35 years ago, we have seen continuous movement in the direction of increased liquidity for the asset, but recent developments in this market point toward a reversal of this trend.
Publication | 06.18.24
Publication | 04.29.24
Client Alert | 4 min read | 04.10.24