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Chris Montague-Jones

Senior Associate

Chris advises corporate trustees, agents and other service providers on a broad spectrum of debt financing transactions, including securitizations (across a range of assets classes), repackagings, insurance linked securities, municipal bonds, conventional debt, regulatory capital, high yield, banking and project finance transactions. 
He also specializes in acting for corporate trustees on bespoke trust arrangements. 
 
Chris supports a wide range of corporate trustees and agents, both large financial institutions and specialist providers, on new financings and post-sales advisory work, including on the exercise of trustee discretion, liability management exercises, complex cross-border restructurings, insolvencies and defaults.

Experience

Representative matters

  • Advising the trustees of various lottery arrangements in connection with the handover of the control of the UK lottery to a new license holder.
  • Advising the trustee on a cross-border restructuring of a European bank’s asset backed commercial paper programme.
  • Advising the trustee on the liquidation of an issuer of loan participation notes.
  • Advising the trustee of a reservoir trust constituted to support the pension scheme arrangements of a large UK bank.
  • Advising the trustee on enforcement action in relation to a defaulted CDO (collateralized debt obligation) transaction (previous firm experience).
  • Advising the trustee and agents on a synthetic securitization of project finance assets originated by a Spanish bank.
  • Advising the trustees and agents on the refinancing of a securitisation of residential mortgages originated by a British asset holding and management company.
  • Advising the agents on a private securitization of electric vehicle lease receivables originated by a UK electric vehicle specialist.
  • Advising the trustee and agents on the establishment of an MTN programme by a large UK pensions insurance specialist.
  • Advising the trustee on the restructuring of a defaulted commercial mortgage backed securitization (previous firm experience).
  • Advising HM Treasury on the implementation of certain trust related aspects of the 5th Anti-Money Laundering Directive (previous firm experience).

Pro bono

  • Part of a team advising a human rights charity on sexual offenses legislation in certain Commonwealth jurisdictions.
  • Volunteering at an immigration law clinic.
  • Volunteering at the Community Links center to provide support on issues relating to welfare and housing benefits.

Speaking Engagements

Guest Speaker, Defaults and Enforcements, TACT (The Association of Corporate Trustees) conference, May 2018 
 
Guest Speaker, IBOR discontinuation – considerations for Trustees, ICMSA (International Capital Markets Services Association) Trustee sub-committee meeting, October 2018

Qualifications

Admissions

Admitted as a Solicitor (England and Wales), 2018

Academic

BA, History, Cambridge University, 2013
Disclaimer
A&O Shearman was formed on May 1, 2024 by the combination of Shearman & Sterling LLP and Allen & Overy LLP and their respective affiliates (the legacy firms). Any matters referred to above may include matters undertaken by one or more of the legacy firms rather than A&O Shearman.