Joseph W. Beach

Phone704 348 5171

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Experience & Credentials

Practice Areas

  • Asset-Backed Commercial Paper
  • CLOs
  • Securitization & Asset Based Finance
  • Warehouse Lending
University Davidson College, B.A., cum laude, 1995; Duke University, M.A., 1998
Law SchoolDuke University School of Law, J.D., magna cum laude, 1998
Admitted1998, North Carolina; 1999, District of Columbia

Joseph Beach represents investment banks, asset managers, commercial paper conduits and fund managers in secured financings, CLOs and CDOs and other asset-backed securitizations. He has extensive experience in asset-backed commercial paper facility origination and restructurings, as well as CLO/CDO management rights acquisitions and dispositions. Joseph has worked primarily in the middle market and broadly syndicated loan sectors, with additional experience in trade receivables, structured settlements, equipment lease receivables and venture debt.

Prior to joining Cadwalader, Joseph was an associate in Dechert LLP's Finance and Real Estate practice. He is a former Assistant General Counsel for Fiscal and International Law for the United States Army Corps of Engineers.

Joseph is the co-author of “Reproposed Credit Risk Retention Requirements for Asset-Backed Securities Transactions,” “Risk Retention for Collateralized Loan Obligations (CLOs): Re-Proposal Fact Sheet,” and Dechert LLP's “Structured Settlement Securitization: A Growing Opportunity.” In addition, one of Joseph's recently completed cross-border lending facility transactions was nominated for Deal Of The Month by Finance Monthly magazine, and he is recognized as a leading practitioner in the 2014 “Who’s Who Legal” for Capital Markets.

Joseph received his J.D., magna cum laude, from Duke University School of Law, where he was a member of the Order of the Coif. He received his B.A., cum laude, from Davidson College, and an M.A. in International Relations from Duke University Graduate School. He is admitted to practice in North Carolina.

News & Resources


News Releases

Cadwalader's Capital Markets Group Retains Top Spot in CMBS Representations
Jul 25, 2014

Cadwalader Recognized as Best Securitization Law Firm by GlobalCapital
Jun 23, 2014

Cadwalader Advises Global Financial Institution on $200 Million Multi-Currency Loan Deal
Apr 28, 2014

Cadwalader Tops Mortgage-Backed Securities Tables in The American Lawyer 2014 Corporate Scorecard
Apr 14, 2014

Cadwalader Tops List of CMBS Law Firm Representations-Again
Feb 07, 2014

Cadwalader Elects Five New Partners
Dec 20, 2013

Cadwalader’s Charlotte Office Welcomes Joseph W. Beach
Jan 25, 2011

Recent Press

Leveraged Loans: As CLO Market Digests Risk Retention, Lawyers Eye 'Holy Grail'
Oct 30, 2014

Cadwalader Continues to Dominate Law-Firm Ranking
Jul 25, 2014

Cadwalader Remains Top CMBS Legal Advisor
Feb 07, 2014

Cadwalader Still Top CMBS Law Firm, as Sidley Makes Inroads
Jul 26, 2013


Cadwalader Recognized as Best Securitization Law Firm by GlobalCapital
Jun 23, 2014


Clients & Friends Memos

New Rules for Third-Party Due Diligence Reports for Asset-Backed Securities
Sep 09, 2014

At Long Last-SEC Adopts Final Regulation AB II
Sep 05, 2014

SEC Adopts Regulation AB II
Aug 28, 2014

EU Risk Retention Requirement: A workable solution for US CLO collateral managers?
Jan 23, 2014

Risk Retention for Collateralized Loan Obligations (CLOs): Re-Proposal Fact Sheet
Sep 02, 2013


European CLO Summit
Oct 22, 2014

IMN's ABS East
Sep 21, 2014

The 3rd Annual Investor's Conference on CLOs & Leveraged Loans
Apr 22, 2014

Jan 21, 2014

The 19th Annual ABS East 2013
Oct 06, 2013


Joseph’s recent significant transactions include:

•Representing a leading investment bank as underwriter’s and issuer’s counsel in a CLO where the entire senior tranche was structured as a convertible loan.
•Representing a major bank in a secured bridge facility and an asset-based loan facility to facilitate the initial public offering of a business development company.
•Representing a leading investment bank as underwriter’s and issuer’s counsel in a CLO using an off-shore Issuer taxable as a US partnership and a secondary off-shore issuer as a tax blocker for the remainder of the equity tranche.
•Representing a European bank in a multi-currency loan facility secured by distressed European debt.
•Representing an underwriter in a structured fund debt offering backed by trade receivables generated in Latin American jurisdictions.


Documents by this lawyer on

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At Long Last - SEC Adopts Final Regulation AB II
Cheryl D. Barnes,Joseph W. Beach,Bruce C. Bloomingdale,David Burkholder,Michael S. Gambro, September 8, 2014
On August 27, 2014 the Securities and Exchange Commission (the “SEC”) approved final rules relating to asset-backed securities (“ABS”) disclosure and registration (the “Final Rules”). The Final Rules are contained in a final release, which was published on...

SEC Adopts Regulation AB II
Cheryl D. Barnes,Joseph W. Beach,David Burkholder,Michael S. Gambro,Anna H. Glick, September 2, 2014
Yesterday morning the Securities and Exchange Commission in an open meeting voted to adopt long-awaited final rules (the "Final Rules") implementing a series of changes to the registration and offering process for asset-backed securities (“ABS”) and expanded disclosure and...
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Office Information

Joseph W. Beach

227 West Trade Street, Suite 2400
CharlotteNC 28202


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