Representative Transactional and Regulatory Matters*

• Representing Nirvana Insurance in regulatory aspects of $80M Series C funding and $100M Series D funding.
• Representing Eventual in regulatory aspects of $7.5M Seed Funding.
• Representing GreenieRe in regulatory matters and $200M investment by CGC.
• Representing Arbitrum in the development of an insurance solution for DAO tokenholders.
• Representing Gusto in general insurance matters, regulatory matters, creating and implementing innovative business models.
• Representing Care.com in general insurance matters, captive formation and regulatory matters.
• Representing KKR as local regulatory counsel in connection its acquisition of Global Atlantic and approval of the Form A.
• Representing Munich Re Ventures in connection with its investment in NEXT, including the filing and approval of the Form A.
• Representing Procure in connection with the development of its insurance operations, MGA agreements and product distribution.
• Representing Energetic Insurance in product formation and regulatory matters.
• Representing LeaseLock in general corporate and regulatory matters.
• Representing Sensible in general corporate matters, captive formation and regulatory matters.
• Conducting diligence, business plan assessments and insurance regulatory compliance in connection with portfolio company investments and acquisitions.
• Developing comprehensive risk management policies, including the formation and use of alternative risk structures, for the LA 2028 Summer Olympic Games.
• Representing clients in connection with regulatory matters, including investigations, in front of various insurance departments, including the New York State Department of Financial Services.
• Developing numerous customized insurance solutions to address risks that cannot be fully covered through traditional insurance markets for IP, M&A transactions, shared economy, venture capital, private equity, family offices, product recall and cybersecurity risk.

*Includes work completed prior to joining Fenwick

Representative Insurance Coverage and Bankruptcy Matters*

• Advising the creditor committee and/or litigation trust on the identification and assessment of insurance assets for Mallinckrodt, 24 Hour Fitness and Fusion.
• Advising the board of directors for debtors Enjoy and Packable on critical insurance issues in connection with bankruptcy.
• Advising a major school in connection with the recovery of more than $100 million in insurance proceeds related to sexual misconduct and general liability insurance.
• Advising an international hedge fund in connection with the recovery of more than $100 million in insurance proceeds for FCPA violations and related securities litigation.
• Advising a major international insurer in a District of Massachusetts federal district court trial involving the duties a primary carrier owes to the excess carrier.
• Advising a manufacturing company involved in California state court litigation in connection with the declaration of coverage related to the duty to defend.
• Advising an insurance carrier in high-profile litigation matters in the US District Court for the Eastern District of New York, including several Racketeer Influenced and Corrupt Organizations Act actions and a New York State Department of Financial Services investigation.

* Includes work completed prior to joining Fenwick

Speaking Engagements

• “NAIC starts work on AI evaluation method for regulators,” Digital Insurance Magazine Interview, December 2025
• “The Use of Level Funding for Employer Health Insurance,” Leader’s Edge Interview, April 2025
• “How Did She Get There?” Panel Discussion at Women’s Leadership Event, Washington D.C., March 2025
• "Fireside Chat: DAOs and Risk," ETHDC, May 2024
• "Evaluating AI Risk: What Every Company Needs to Know," FINEX Flash Webinar, May 2024
• “DAOs and Risk,” Fireside Chat, ETHDC, April 2024
• "Insurance Practical Tips and Trends: What Every In-House Counsel Should Know," Fenwick CLE Marathon, January 2024
• Guest Lecturer: Stetson University College of Law, Insurance Law Class, November 2023
• Guest Lecturer: Boston University, Insurance Regulation Class, October 2023
• Guest Lecturer: University of Florida, Insurance and Innovation Class, August 2023
• “Managing Risk with a High Degree of Uncertainty,” OnRamp Insurance Conference, May 2021

Publications

• “Tracking the Evolution of AI Insurance Regulation,” Law 360, December 2025 (Co-author)
• “Travel Disruptions Expose Gaps in Insurance Coverage,” Law 360, August 2025 (Co-author)
• “California’s SB 354 Could Usher in New Privacy Laws for Tech Companies Serving the Insurance Industry,” Fenwick & West client insights, June 2025 (Co-author)
• “Parametric Insurance Offers Hope Amid Systemic Challenges,” Law 360, April 2025, (Co-author)
• “Crypto Boon Boosts Hopes for Improving Insurance Options,” Law 360, April 2025 (Co-author)
• “AI in the Insurance Industry: Balancing Innovation and Governance in 2025,” Fenwick & West client insights, February 2025 (Co-author)
• “The Responsibility of Governments and Corporations in Ending Child Trafficking,” July 2024 (Co-author
• "Evaluating AI Risks: What Companies Need to Know," Evaluating AI Risks: What Companies Need to Know, May 2024 (co-author)
• "NAIC Forms Third-Party Data and Models Task Force and Proposes 2024 Charges and Work Plan," Fenwick & West client insights, April 2024 (co-author)
• "The Shifting Regulatory Landscape for Level-Funded Plans: An Alternative for Group Health Insurance," Fenwick & West client insights, February 2024 (co-author)
• "Best Practices for Utilizing AI/ML Tools as NAIC Adopts the Model Bulletin on Use of AI," Fenwick & West client insights, December 2023 (co-author)
• "NAIC Considers Use of and Reliance on Third-Party AI Systems," Fenwick & West client insights, August 2023 (co-author)
• “Viewpoint: Effective Risk Management and Insurance Procurement,” Insurance Journal, November 2022 (co-author)
• “Looking to Embed Insurance on Your Website? Know These Licensing Rules First,” Legaltech News, June 2022 (co-author)
• “I’m glad I’m a failure,” Massachusetts Lawyers Weekly, September 2020 (author)
• “Legal Focus: Covid-19 pressure builds on US insurance industry,” Insurance Day, June 2020 (author)
• “From Chaos to Continuity,” Continuity, Insurance & Risk, May 2020 (co-author)
• “March Madness Without the Madness: Drumbeat Grows to Ban Fans,” Bloomberg, March 2020 (quoted)