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Jonathan T. Shepard

Jonathan T. Shepard is a partner in the firm’s Litigation Group. He represents clients across a broad spectrum of complex legal and business litigation matters, including those in the areas of hedge funds and private equity funds, securities, bankruptcy, intellectual property and general commercial litigation. Jonathan has successfully tried cases in both federal and state courts across the country and handled complex AAA, JAMS and FINRA arbitration proceedings. 

Jonathan has significantly developed the firm’s private investment funds practice, representing some of the leading global hedge funds and private equity firms as well as entrepreneurial start-ups. He regularly represents such clients in connection with litigation and bankruptcy proceedings and advises them on the formation and operation of all types of alternative investment vehicles, including hedge funds, fund-of-funds, venture capital, private equity funds and private real estate funds. His representative experience includes:

• Representing group of investment funds in multimillion dollar Chapter 11 bankruptcy adversary proceeding against debtor investment fund and Committee of Equity Security Holders concerning the treatment of effective investor redemptions
• Representing leading global investment fund in multimillion dollar breach of contract action against another investment fund concerning senior subordinated convertible note obligations
• Representing leading global investment fund in a trademark infringement action
• Successfully represented major investment fund in multimillion dollar breach of contract AAA arbitration against a trader in connection with the operation of an options trading account

Jonathan has also successfully handled numerous complex commercial, securities, bankruptcy and intellectual property litigation matters.  His representative experience in those areas includes:

• Successfully defended a publicly traded specialty pharmaceutical company in a multimillion dollar breach of contract arbitration against a major banking and financial institution; obtained a dismissal of all claims against the client
• Second-chair of trial team that obtained a favorable post-trial settlement for indenture trustee in Chapter 7 bankruptcy adversary proceeding concerning complex collateralized note-obligations; one of the first sub-prime bankruptcies
• Successfully defended a major international publicly-traded telecommunications company in a multimillion dollar breach of contract arbitration in connection with the construction of its fiber network
• Successfully defended an international real estate development company in a federal court breach of contract action in connection with the construction of a luxury residential building in Manhattan
• Represented a famous radio personality and agent in a multimillion dollar breach of contract action against a leading television network in which a favorable settlement was reached prior to trial
• Represented a famous recording artist, global media company, major record label and film director in a trademark and trade dress infringement action brought by a motorcycle daredevil legend; a favorable settlement was reached prior to trial

Jonathan is a 2001 cum laude graduate of Syracuse University College of Law, where he was an Articles Editor of the Syracuse Law Review, a Dean’s Scholarship Recipient and a member of the Justinian Honorary Law Society. He was awarded honors in the areas of Appellate Advocacy and Legal Research and Writing.

Previous Positions

• Kelley Drye & Warren LLP, Associate (2001-05)
• U.S. Attorney’s Office, Northern District of New York, Extern (1999-2000)

Publications

• Co-author, Insurance Litigation Chapter in Haig Commercial Litigation in New York State Courts, Practitioners Series

Professional Affiliations

• New York County Lawyers Association Chapter of the American Inn of Courts, Member
• New York State Bar Association, Member

Other Activities

• Providence College Alumni Association