News and analysis dedicated to the commercial litigation funding sector including regulatory issues, case developments, funding activities, and more.

Pretium, a specialized investment firm with more than $57 billion in assets under management, has closed its inaugural Legal Opportunities Fund, securing approximately $500 million in equity capital commitments from a group of new and existing investors.

The Fund will provide liquidity to plaintiffs, entitlement holders and law firms pursuing a broad range of corporate claims, including patent infringement, anti-trust, and general commercial and contract litigation. For investors, the Fund offers the potential for attractive risk-adjusted returns that are minimally correlated to traditional markets.

“The demand for this Fund underscores not only the evergreen opportunities in legal finance, but the strength of Pretium’s investment approach,” said Don Mullen, Founder and CEO of Pretium. “We are specialists in unlocking value in complex investments with high barriers to entry. Having developed that expertise through our work in residential real estate, we are applying it to legal opportunities, which we believe will create significant benefits for our investors.”

Matthew Cantor, Senior Managing Director leading Pretium’s Legal Opportunities strategy, added, “Intellectual property is the capital driving the growth of the digital economy and the development of legal finance. By providing bespoke capital solutions to fund the monetization of legal entitlements, we’re supporting law firms, corporations, and other sophisticated parties to help more efficiently and effectively manage their legal risks.”

Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to the Pretium Legal Opportunities Fund.

About PretiumPretium is a specialized investment firm focused on U.S. residential real estate, residential credit, and corporate credit. Pretium was founded in 2012 to capitalize on investment and lending opportunities arising as a result of structural changes, disruptions, and inefficiencies within the economy. Pretium has built an integrated analytical and operational ecosystem within the U.S. housing, residential credit, and corporate credit markets, and believes that its insight and experience within these markets create a strategic advantage over other investment managers. Pretium’s platform has more than $57 billion of assets, comprising real estate investments across nearly 90 markets in the U.S., and employs approximately 7,000 people across 50 offices, including its New York headquarters, Miami, London, Seoul, and Sydney. Please visit www.pretium.com for additional information.

Rightscorp, Inc., a leader in digital copyright enforcement and data intelligence, is pleased to provide a comprehensive corporate update following its successful shareholder meeting. This update outlines the company’s ongoing legal achievements, strategic growth initiatives, and the preview of its transformative Rightscan Data Aggregator platform.

Commitment to Shareholders

Rightscorp extends its sincere appreciation to all shareholders who participated in the recent shareholder meeting and exercised their voting rights on proxy materials. We are pleased to announce that all resolutions were approved, demonstrating strong investor confidence in the company’s strategic direction. This support underscores a shared commitment to expanding Rightscorp’s technological and legal capabilities to maximize long-term valuation.

Establishing Legal Precedent: Rightscorp’s Pivotal Role in Copyright Enforcement

Rightscorp has consistently played a defining role in shaping legal precedent in copyright enforcement, delivering tangible results for rights holders. Over the years, the company has been instrumental in major litigation efforts that have established significant legal standards in the fight against digital piracy. Key legal milestones include:

• BMG Rights Management v. Cox Communications (2015) – A landmark case reaffirming ISPs’ obligations under the Digital Millennium Copyright Act (DMCA) resulted in a $25 million jury award and $8.3 million in attorney’s fees for copyright holders, ultimately settling for an undisclosed amount. This set a pivotal precedent regarding the responsibilities of ISPs in mitigating piracy on their networks.
• UMG Recordings, Inc. et al. v. Grande Communications Networks, LLC (2022) – A federal jury found Grande Communications liable for willful contributory copyright infringement, initially awarding $46.7 million in damages. The ruling reaffirmed that ISPs cannot claim safe harbor protection while failing to address widespread copyright violations on their networks.
• BMG Rights Management v. Altice USA, Inc. (2022-2024) – A rapid and decisive legal action against Altice USA, one of the largest ISPs in the U.S. The case, built on overwhelming evidence provided by Rightscorp, resulted in a confidential settlement in record time, reinforcing the company’s effectiveness in securing enforcement outcomes.

These cases underscore Rightscorp’s ability to leverage sophisticated copyright data intelligence to support rights holders in enforcing their intellectual property rights through decisive legal action.

Legal Victory in American Films v. Rightscorp, Inc.

Rightscorp is pleased to report a significant legal victory in the case of American Films, LLC v. Rightscorp, Inc. The case, which stemmed from meritless claims against Rightscorp, was ultimately dismissed with prejudice, affirming the company’s legal standing. Furthermore, the court ruled in favor of Rightscorp’s entitlement to recover attorneys’ fees and litigation costs. This outcome reflects the company’s steadfast commitment to defending itself against unfounded legal challenges and reinforces the legitimacy of its operations.

Expanding Legal Initiatives Through Strategic Litigation Partnerships

To further strengthen its enforcement capabilities, Rightscorp is actively engaging with industry-leading litigation funders to scale its legal initiatives. These strategic partnerships will enable the company to pursue larger and more impactful copyright enforcement actions with increased efficiency. Additionally, Rightscorp’s long-standing legal counsel-instrumental in previous landmark copyright litigation-remains actively involved and highly optimistic about the evolving legal landscape. With expanded funding and legal expertise, Rightscorp is positioned to drive enforcement actions on a scale never seen before, benefiting copyright owners across the industry.

Rightscan Data Aggregator: A Paradigm Shift in Copyright Intelligence (Coming Q2-Q3 2025)

Rightscorp is proud to introduce Rightscan, a cutting-edge AI-powered platform designed to transform the landscape of copyright enforcement and data monetization. Unlike conventional enforcement tools that rely on self-reported infringement data, Rightscan autonomously aggregates and analyzes vast datasets, offering unparalleled insight into copyright compliance, piracy trends, and enforcement opportunities.

To learn more about Rightscan and its capabilities, visit www.rightscan.co

Key Capabilities of Rightscan:

• DMCA Compliance Monitoring – AI-driven tracking of ISP compliance, ensuring persistent enforcement regardless of corporate restructuring or name changes.
• Comprehensive Copyright Registration Intelligence – Analyzes official copyright filings to identify works and highlight acquisition opportunities for investors.
• Piracy Leakage Analysis – Provides API-driven insights to royalty collection firms and content owners, quantifying lost revenue linked to digital piracy.
• Advanced Data Monetization – Leverages proprietary data analytics to provide actionable intelligence for private equity firms, digital rights managers, and ad-tech platforms.
• IP-Based Audience Insights – Uses torrent-related data to offer alternative audience targeting solutions, bridging the gap between piracy monitoring and digital marketing optimization.

Continued Market Demand for Rightscorp’s Legal Copyright Enforcement Platform

While Rightscan marks a significant leap in copyright intelligence, Rightscorp’s legal enforcement platform remains integral to the company’s core operations. The demand for traditional copyright enforcement remains strong among major record labels, private equity firms, and other entities that own extensive copyright portfolios.

The growing availability of litigation funding, combined with renewed interest from existing and prospective clients, is driving expansion discussions. The company is actively working with litigation funders, legal experts, and copyright owners to scale enforcement initiatives faster and more effectively than ever before.

Looking Forward: A Future Defined by Innovation and Enforcement

As Rightscorp continues to lead in copyright enforcement and data intelligence, our focus remains on technological advancement, strategic industry partnerships, and further legal precedents. By harnessing AI-driven copyright analytics, securing litigation funding, and reinforcing its market leadership, Rightscorp is setting the stage for sustained growth and enhanced value for its shareholders.

About

Rightscorp (OTC PINK:RIHT) monetizes copyrighted Intellectual Property (IP). The Company’s patent pending digital loss prevention technology focuses on the infringement of digital content such as music, movies, software, and games and ensures that owners and creators are rightfully paid for their IP. Rightscorp implements existing laws to solve copyright infringements by collecting payments from illegal file sharing activities via notifications sent through Internet Service Providers (ISPs). The Company’s technology identifies copyright infringers, who are offered a reasonable settlement option when compared to the legal liability defined in the Digital Millennium Copyrights Act (DMCA). Based on the fact that 24% of all internet traffic is used to distribute copyrighted content without permission, Rightscorp is pursuing an estimated $2.3 billion opportunity and has monetized major media titles through relationships with industry leaders.

Safe Harbor Statement

This shareholder update contains information that constitutes forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Any such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from any future results described within the forward-looking statements. Risk factors that could contribute to such differences include those matters more fully disclosed in the Company’s reports filed with the Securities and Exchange Commission. The forward-looking information provided herein represents the Company’s estimates as of the date of the shareholder update, and subsequent events and developments may cause the Company’s estimates to change. The Company specifically disclaims any obligation to update the forward-looking information in the future. Therefore, this forward-looking information should not be relied upon as representing the Company’s estimates of its future financial performance as of any date subsequent to the date of this shareholder update.

CONTACT:

Markus Rainak
855-520-7448
Support@rightscorp.com

Kishore Jaichandani is a founder and Managing Director of CAVEAT CAPITAL and an
expert in litigation funding and related advisory services globally. He has a unique
combination of financial and, legal acumen with having Bachelor of Law., Company
Secretary, MBA (Finance) and CIMA qualifications and have rich professional experience
working on these areas for more than 25 years.

He assists law firms, corporates, and individuals globally in obtaining non-recourse
financing for commercial litigation and arbitration cases. He is committed to creating value
for lawyers and, their clients to have access to the information and expertise they need
to negotiate fair funding agreements in the event of litigation in the competitive legal
market. His expertise includes developing financial solutions to help law firms and big
corporations to mitigate risk, and achieve their growth strategies, including using litigation
portfolios as collateral for off-balance sheet working capital, and monetizing litigation and
judgments.

Company Name and Description: CAVEAT CAPITAL arranges to provide litigation finance solutions
that address clients’ unique challenges. We manage entire litigation funding process, utilize our capital
sources and negotiate with various stakeholders for our clients. We arrange to meet
clients’ litigation costs to provide a better solution for P&L, working capital support, and
budgets to optimize recovery efforts to transform the legal cost from cost center to value
generator.

CAVEAT CAPITAL assesses the feasibility and options for obtaining legal finance /
litigation or arbitration funding. We are highly skilled and experienced in providing clients
with honest and reliable assessments of the funding opportunities of each case.

Company Website: www.caveat-capital.com

Year Founded:  2022

Headquarters:  Dubai, UAE

Area of Focus: Litigation Funding / Legal Finance / Third Party Funding 

Member Quote: “Transform your legal costs into Value Generation”

As LFJ reported last week, momentum continues to build behind state-level legislative proposals that seek to impose new rules governing the use of third-party litigation funding in the U.S. 

Reporting by the AP covers a new development in the Georgia state legislature, where the Senate has unanimously passed the second part of Gov. Brian Kemp’s legislative package aimed at tort reform and third-party litigation funding. Senate Bill 69, which passed the Senate last Thursday with 52 Yea votes, amends state law to include new provisions governing the involvement of litigation funders.

SB 69 requires third-party funders register with Georgia’s Department of Banking and Finance, as well as prohibiting any foreign individuals or organisation from funding litigation in the state. The bill also sets out disclosure requirements for cases where a litigation funding agreement is present and puts in place restrictions on a funder’s ability to control the litigation process.

Senate President Pro Tem John Kennedy, a sponsor of the bill, said that SB 69  “combats the growing foreign influence” in Georgia lawsuits, and argued that the new rules contained within the bill act as a “consumer protection measure”. The Georgia Trial Lawyers Association, which opposes these attempts at reform, stated that there is “still work to be done to ensure SB 69 fairly addresses its intended purpose”. 

SB 69 will now join SB 68, the part of Gov. Kemp’s package that primarily deals with tort reform, to be debated in the House and scrutinised by a bi-partisan subcommittee convened by House Rules Committee Chairman Butch Parrish. 

The full text and status of Senate Bill 69 can be accessed on the Georgia General Assembly website.

On Thursday, February 27th, LFJ hosted a virtual town hall on AI and legal technology. The panel discussion featured Erik Bomans (EB), CEO of Deminor Recovery Services, Stewart Ackerly (SA), Director at Statera Capital, David Harper (DH), co-founder and CEO of Legal Intelligence, and Patrick Ip (PI), co-founder of Theo AI. The panel was hosted by Ted Farrell, founder of Litigation Funding Advisers.

Below are some key takeaways from the discussion:

Everyone reads about AI every day and how it’s disrupting this industry, being used here and being used there. So what I wanted to ask you all to talk about what is the use case for AI, specific to the litigation finance business?

PI: There are a couple of core use cases on our end that we hear folks use it for. One is a complementary approach to underwriting. So initial gut take as to what are potentially the case killers. So should I actually invest time in human underwriting to look at this case?

The second use case is a last check. So before we’re actually going into fund, obviously cases are fluid. They’re ever-evolving. They’re changing. So between the first pass and the last check, has anything changed that would stop us from actually doing the funding? And then the third more novel approach that we’ve gotten a lot of feedback

There are 270,000 new lawsuits filed a day. Generally speaking, in order to understand if this lawsuit has any merit, you have to read through all the cases. It’s very time consuming to do. Directionally, as an application, as an AI application, We can comb through all those documents. We can read all those emails. We can look through social and digest public information to say, hey, these are the cases that actually are most relevant to your fund. Instead of looking through 50 or 100 of these, these are the top 10 most relevant ones. And we send those to clients on a weekly basis. Interesting.

I don’t want you to give up your proprietary special sauce, but how are you all trying to leverage these tools to aid you and deliver the kind of returns that LPs want to see?

SA: We can make the most effective use of AI or other technologies – whether it’s at the very top of the funnel and what’s coming into the funnel, or whether it’s deeper down into the funnel of a case that we like – is that we try to find a way to leverage AI to complement our underwriting. We think about it a lot on the origination side just making us more efficient, letting us be able to sift through a larger number of cases more quickly and as effectively as if we had bodies to look through them all, but also to help us just find more cases that may be a potential fit.

In terms of kind of the data sources that you rely on. I think a question we always think about, especially for kind of early stage cases is, is there enough data available? For example, if there’s just a complaint on file, is that going to give you enough for AI to give you a meaningful result?

I think most of the people on this call would tell you duration is in a lot of ways the biggest risk that funders take. So what specific pieces of these cases is AI helping you drill down into, and how are you harnessing the leverage you can access with these tools?

DH: We, 18 months ago or so, in the beginning of our journey on this use case in law, were asked by a very, very big and very well respected personal injury business in the UK to help them make sense of 37,000 client files that they’d settled with insurers on non-fault motor accident.

And we ran some modeling. We created some data scientist assets, which were AI assets. And their view was, if we had more resources, we would do more of the following things. But we’re limited by the amount of people we’ve got and the amount we get per file to spend on delivering that file. So we developed some AI assets to investigate the nearly 40,000 cases, what the insurers across different jurisdictions and different circumstances settled on.

And we, in partnership with them, improved their settlement value by 8%. The impact that had on their EBITDA, etc. That’s on a firm level, right? That’s on a user case where a firm is actually using AI to perform a science task on their data to give them better predictive analysis. Because lawyers were erring on the side of caution. they would go on a lowball offer because of the impact of getting that wrong if it went to court after settlement. So I think for us, our conversations with financiers and law firms, alignment is key, right? So a funder wants to protect their capital and time – the longer things take, the longer your capital’s out, the potential lower returns.

AI can offer a lot of solutions for very specific problems and can be very useful and can reduce the cost of analyzing these cases, but predictive outcome analysis requires a lot of data. And so the problem is, where do you get the data from and how good is the data? How unstructured or structured are the data sets?

I think getting access to the data is one issue. The other one is the quality of the data, of course, that you put into the machine. If you put bad data in a machine, you might get some correlations, but what’s the relevance, right? And that’s the problem that we are facing.

So many cases are settled, you don’t know the outcome. And that’s why you still need the human component. We need doctors to train computers to analyze medical images. We need lawyers and people with litigation experience who can tell a computer whether this is a good case, whether this is a good settlement or a bad settlement. And in the end, if you don’t know it because it’s confidential, someone has to make a call on that. I’m afraid that’s what we have to do, right? Even one litigation fund or several litigation funders are not going to have enough data with settlements on the same type of claim to build a predictive analytical model on it.

And so you need to get massive amounts of data where some human elements, some coding is still going to be required, manual coding. And I think that’s a process that we’re going to have to go through.

You can view the full panel discussion here.

As President of Rockpoint Legal Funding, Maz Ghorban brings over 25 years of leadership experience spanning the legal services, call center, and software industries. With a proven track record of scaling private and public companies, Maz drives Rockpoint’s mission to empower plaintiffs by providing critical funding, accessible medical treatment, and operational efficiencies for law firms.

Based in Los Angeles, Maz oversees Rockpoint’s innovative offerings, which include pre-settlement and post-settlement funding, plaintiff and litigation funding, and medical lien purchases. He is also leading the launch of Rockpoint Probate Funding, a groundbreaking initiative aimed at providing financial relief to beneficiaries and executors navigating the complex probate process. This service enables heirs to access funds for urgent expenses such as medical bills, funeral costs, and daily living needs, bridging the gap during inheritance delays.

Before joining Rockpoint, Maz served as Executive Vice President and Business Unit CEO at Alert Communications, where he enhanced operational efficiencies for law firms nationwide by leading the largest legal-only intake call center in the United States. Prior to that, he was Vice President of Global Services at AbacusNext (now Caret), a premier provider of practice management solutions for law and accounting firms. His leadership roles also include serving as Vice President of Corporate Strategy and M&A at OnSolve, a leader in emergency mass notification solutions.

Earlier in his career, Maz held senior management roles at West Corporation and Raindance, where he focused on post-sale operations and corporate strategy. As Senior Vice President of Corporate Strategy at MIR3, he spearheaded mergers and acquisitions, including the successful sale of the company to Veritas Capital. With a comprehensive understanding of the legal services lifecycle, Maz has dedicated two decades to supporting plaintiff and defense firms with case acquisition, case management, IT/technology solutions, and firm operations.

A recognized thought leader in the legal and financial services industries, Maz frequently shares his expertise on topics such as litigation funding, corporate strategy, and operational excellence. Outside of his professional endeavors, Maz is a passionate Pittsburgh Steelers fan who enjoys teaching boxing, playing musical instruments, and spending quality time with his family.

Under Maz’s leadership, Rockpoint Legal Funding continues to set industry benchmarks for innovation, excellence, and client satisfaction. His strategic vision and unwavering commitment position the company as a trusted partner for plaintiffs, law firms, and beneficiaries seeking comprehensive financial solutions in the legal sector.

Company Name and Description:  Rockpoint Legal Funding provides tailored financial solutions for plaintiffs and law firms, offering critical funding to individuals involved in litigation, including personal injury and employment cases. By bridging financial gaps during the legal process, Rockpoint empowers plaintiffs to access necessary medical care and living expenses while helping law firms streamline operations and maximize case outcomes.

Company Website: https://rockpointlegalfunding.com/

Year Founded: 2015

Headquarters:  Serving clients across the United States, with a strong presence and specialized focus in California.

Area of Focus: When individuals face financial challenges during the litigation process, Rockpoint Legal Funding provides essential solutions to bridge the gap. By offering pre-settlement and post-settlement funding, as well as medical lien purchasing, Rockpoint enables plaintiffs to access necessary medical care and cover living expenses without the financial strain.

Law firms also benefit from Rockpoint’s tailored funding solutions, which streamline operations and improve case outcomes. With a commitment to empowering plaintiffs and supporting legal professionals, Rockpoint Legal Funding plays a vital role in facilitating access to justice while driving efficiency and innovation in the legal funding industry.

Rockpoint continues to expand its impact through initiatives like Rockpoint Probate Funding, addressing financial needs during the complex probate process. For more information, visit Rockpoint Legal Funding.

Member Quote: “Don’t count the days, make the days count.” – Muhammad Ali

Aisling Byrne is the Co-Founder of Nera Capital, a pioneering legal funding provider reshaping the landscape of litigation finance. Hailing from Ireland, she co-founded Nera Capital in response to the financial challenges following the 2008 global economic downturn, recognising the need for innovative funding solutions to support law firms and their clients.

With deep expertise in litigation finance, she has driven Nera Capital’s expansion into the UK consumer market while spearheading commercial litigation funding across Europe and the USA. Under her leadership, the firm has played a pivotal role in funding landmark actions in many jurisdictions. Beyond her professional achievements, Aisling is a passionate equestrian, competing internationally in showjumping with a talented string of horses.

Company Name: Nera Capital

Company Description: Founded in 2011, Nera Capital was established with a bold vision – to revolutionise legal finance by seamlessly integrating modern technology with traditional values. By funding essential disbursements, Nera Capital empowers law firms to pursue justice without financial constraints, ensuring that clients can access the legal representation they deserve.

With a proven track record of delivering pragmatic funding solutions, Nera has helped partner firms achieve remarkable growth in a short time. More than just a funder, Nera Capital serves as a strategic partner, leveraging its industry expertise, technology and extensive network to drive success for its clients.

Company Website: neracapital.com

Year Founded: 2011

Headquarters: Ireland, with offices in Manchester and The Netherlands

Areas of Focus: Nera Capital provides Law Firm funding across a diverse range of claim portfolios, including Financial Mis-selling, Data Breach, Personal Injury, and more. Always at the forefront of legal finance, Nera continually explores new claim types and remains open to innovative funding opportunities.

Member Quote: “When it comes to litigation funding, strategy and collaboration are key. A well-structured funding solution requires more than just financial backing – it demands a deep understanding of legal complexities, a forward-thinking approach, and a team that is both skilled and adaptable. At Nera Capital, we believe in building long-term partnerships with law firms, providing them with not just capital, but also the strategic guidance and support needed to navigate challenges and maximise success. By combining financial and technical expertise with a keen insight into evolving legal landscapes, we ensure that meritorious claims receive the investment they need to deliver justice.”

Omni Bridgeway Limited (ASX: OBL) (Omni Bridgeway, OBL) is pleased to announce  Financial Close of its Secondary Market Transaction ,which was first announced upon signing on 18 December 2024 (link). The transaction involves the establishment of Fund 9 as a continuation fund, with funds managed by Ares Management Corporation (Ares) as the capital provider. Fund 9 has acquired a number of Omni Bridgeway’s co-investment interests in its funds.

An initial payment of A$275m has been received from Ares, which has been used to fully repay OBL’s outstanding debt of A$250m and to meet transaction costs, with the balance going to OBL to fund working capital requirements.

OBL is entitled to a further upfront consideration payment to reflect the balance of value of the interests acquired by Fund 9 at the time of signing.  This is due to be received from Ares at the end of March 2025. OBL expects the total upfront proceeds to be in the range of A$310m–A$320m, subject to interim FX movements.

1H25 results webcastFollowing the release of its results for the six months to 31 December 2024, OBL will host a market briefing at 9:30am AEDT on Thursday 27 February 2025. To access this event, please register at https://webcast.openbriefing.com/obl-hyr-2025/.

BNP Paribas’ Securities Services business, a leading global custodian with USD 13.7 trillion under custody, has partnered with global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR) to expand its global custody services, appointing Broadridge as service provider for its global securities class action services.

“As the Securities Services business of BNP Paribas, we are committed to delivering innovative and differentiating products and services to our clients. Broadridge brings advanced technology, market-leading information security and deep industry expertise that align with our goals, enhancing our clients’ experience and supporting their business,” said Christian Houillon, Head of Custody Product for Securities Services at BNP Paribas. “We will be able to harness Broadridge’s proprietary technology to identify, file and recover investment losses, alongside their extensive industry expertise.”

Broadridge provides a comprehensive, proprietary technology solution for global class action services that will help clients identify and act on asset recovery opportunities. This includes a seamless process for identifying, filing, and recovering investment losses, backed by Broadridge’s industry expertise.

“As the volume of securities class actions continues to rise, it’s crucial for the clients of BNP Paribas’ Securities Services business and other global financial institutions to leverage all available asset recovery opportunities,” said Steve Cirami, Vice President, Head of Corporate Actions & Class Actions at Broadridge. “Broadridge’s solutions will enable the clients of BNP Paribas’ Securities Services business to obtain all required information to support their decisions on claim recoveries, facilitate investor participation in settlements and support key business functions, delivering a seamless and impactful client experience.”

Investors have more recovery opportunities than ever before as the class action landscape continues to expand globally with more than 35 jurisdictions around the world adopting collective redress mechanisms for shareholders. In 2024 alone, there were more than 125 recovery opportunities and $5.2 billion in settlements. The ability to monitor all opportunities globally requires leading edge technology and expertise, particularly in jurisdictions where considerations of litigation can be complex to navigate.

Broadridge’s dedicated global class action services team comprises deeply knowledgeable and experienced securities litigators, claims administrators, claims auditors and data specialists, equipped to provide clients with unmatched end-to-end services, portfolio monitoring and claims filing and registering processes in global jurisdictions. Learn more about the team here.

About Securities Services at BNP Paribas (securities.cib.bnpparibas)

BNP Paribas’ Securities Services business is a leading global custodian providing multi-asset post-trade and asset servicing solutions to buy-side and sell-side market participants, corporates and issuers. With a global reach covering 90+ markets, its custody network is one of the most extensive in the industry, enabling clients to maximise their investment opportunities worldwide. As a pillar of BNP Paribas’ diversified banking model, Securities Services provides asset servicing solutions that are closely integrated with the first-class services of the Group’s other business lines, in particular those of Global Banking and Global Markets.

As of 31 December 2024, Securities Services had USD 13.7 trillion in assets under custody and USD 2.8 trillion in assets under administration.

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. 

Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

For more information about us, please visit www.broadridge.com.

Craig is a highly experienced corporate lawyer and Head of Corporate at O’Connors. His expertise covers a broad range of high-value transactions, including mergers and acquisitions, private equity deals, business reorganisations and restructurings, joint ventures, corporate governance, and regulatory matters. He also has significant experience of advising law firms on litigation funding arrangements.

Craig joined O’Connors from global law firm Bedell Cristin where he handled significant offshore transactional work in their Jersey office. Craig’s offshore experience is a valuable asset, particularly for O’Connors investment fund and insurance practices, while his expertise in litigation funding is a key asset for the firm’s legal sector clients.

Company Name and Description: O’Connors Legal Services Limited (which trades as O’Connors). O’Connors is a nationally recognised firm of business lawyers and advisers. Although business sector agnostic, the firm has particular expertise in supporting legal businesses, including law firms, barristers’ chambers and claims management companies. Its unique blend of corporate, commercial, insurance, and regulatory legal expertise and unparalleled sector knowledge delivers strategic support and innovative solutions to help legal businesses navigate the legal landscape, manage risk and capitalise on market opportunities.

Website: https://www.oconnors.law

Founded: 2003

Headquarters: Liverpool – additional office in London

Area of Focus: Corporate, Commercial, Commercial Insurance, Litigation Funding, Financial Services and Legal Services Regulation

Member Quote: “We are known as the law firm for law firms and our deep understanding of the legal regulatory landscape means we are perfectly placed to assist law firms in accessing the resources they need to pursue justice through litigation funding.”

The following article was contributed by Kris Altiere, US Head of Marketing for Moneypenny.

The boundaries between professional and personal life have blurred, largely due to technology and the pandemic, which forced firms to be available 24/7. Since COVID, the number of clients and prospects engaging with businesses at all hours has surged, driven by the adoption of tools like live chat—which, at one point, accounted for 37% of interactions outside traditional 9-to-5 hours. In fact, a Moneypenny study conducted with Censuswide, surveying over 2,000 U.S. consumers, found that 58% of respondents now accept work-related communications outside regular hours. But is this shift a good thing?

Law firms should consider the communication training they give across all situations – how many work calls have been taken in the car, texts responded to at a soccer practice, or emails replied to quickly while at the doctor? Adjusting a firm’s contact channels should include recognizing the strengths and weaknesses of different forms of communication, and thinking about what’s best for clients and the team.

For firms, the “always on” employee presents some potential challenges, starting with the impact on the mental health of someone pressured to forever be on alert for a client or new business. It also can present vulnerabilities – Moneypenny’s research revealed 59% of respondents admitted to commonly sending texts and emails to the wrong person. Or, there is the liability of a stretched team responding to a client with a typo or incorrect information, feeling pressured to get right back and not taken time for a measured response. Along with an increased margin of error, digital communication can lack the emotion of a conversation, or may not appeal as a form of connection from a generational perspective.

Moneypenny looked into the popularity of different forms of work communications. Emails were number one at 49%, followed by the phone at 39%, text messaging at 35%, instant messaging such as Teams or Slack at 19%, and video conferencing like Zoom at 18%. Choices were particular to generations – emailing is the preferred choice for 56% of Baby Boomers and 54% of Gen X, while only 28% of Gen Z prefer it. Instant messaging was a more popular form of work communication for Gen Z (25%), but was chosen by only 16% of Gen X and 13% of Baby Boomers.

Moneypenny encourages firms of all sizes to establish clear communication guidelines that best serve all of their constituents – their teams, their prospects, and their clients. After four years of being on call around the clock, teams are tired. If a firm can have the burden of the 2 a.m. call or chat placed in the hands of a capable and trained legal receptionist like Moneypenny’s, they can ensure it’s not just fielded, but fielded well, and their team undisturbed.

Setting healthy business-life boundaries is a lofty goal that firms should consider setting this year – making themselves a little more unavailable to make themself more available. Fielding a call late at night or during a mad rush does a disservice by potentially inhibiting work flow, mental health, quality and integrity of the work. In what seems like an increasingly scattered world, reclaiming focus by letting someone else “get the phone” could just be revolutionary.

—

Kris Altiere is US Head of Marketing at Moneypenny. Moneypenny’s unique blend of brilliant people and AI technology integrate seamlessly to deliver customer conversations that unlock valuable opportunities for law firms, 24/7.

Kris is passionate about combining creativity and data-driven approaches to deliver impactful campaigns. A natural leader and mentor, she thrives on empowering teams, fostering collaboration, and ensuring Moneypenny’s solutions help firms stay ahead in an ever-evolving market.