Roger S. Chari


  • Roger S. Chari
  • Phone: +1 212 692 1011
    Fax: +1 212 208 4330

    Import to Address Book

  • Duane Morris LLP
    1540 Broadway
    New York, NY 10036-4086

Roger S. Chari focuses his practice on a wide variety of secured lending and other finance transactions, primarily for lenders and underwriters but also for borrowers and issuers. He structures, negotiates, reviews and closes secured finance transactions for a wide range of domestic and foreign lending clients in different secured lending markets from $1.5 million to $6 billion, both in and out of bankruptcy.

Mr. Chari’s experience also includes all aspects of real estate collateral for syndicated bank finance and underwritten bond deals. That practice evolved to cover inventory and receivables, equipment, intellectual property, cash and securities accounts, aircraft, railcars, ships, precious metals, insurance policies and other specialized collateral.

A significant part of Mr. Chari’s practice encompasses swaps and derivatives for financial institutions, primarily on interest rate transactions but also for currency and commodity trades. Mr. Chari is head of the firm’s LIBOR Transition Team, which draws from the firm’s broad experience in lending, regulatory, tax and other areas to guide lenders through the complex transition process. More recently, he has become active in the burgeoning financial technology and online funding and derivatives trading space.

Mr. Chari is a cum laude graduate of Harvard Law School and a summa cum laude graduate of Rutgers University.



  • Massachusetts
  • New Jersey
  • New York


  • Harvard Law School, J.D., cum laude
  • Rutgers University, B.A., summa cum laude


  • Duane Morris LLP
    - Partner, 2019-present

  • LeClairRyan PLLC
    - Partner

  • Hahn & Hessen LLP
    - Partner

  • Fried Frank Harris Shriver & Jacobson
    - Associate

  • Cahill Gordon & Reindel
    - Associate

Selected Speaking Engagements

  • Speaker, "Doing Deals in the COVID-19 Era Practical Considerations for Electronic Signatures and Remote Notarization," Duane Morris Webinar, April 3, 2020
  • Speaker, "Managing and Preparing for LIBOR Transition: Practical Guide," The Knowledge Group Webcast, February 26, 2020

Selected Publications

Representative Matters

  • Represented CIBC Bank USA in a secured financing to CSM Advisors, LLC, an SEC registered investment adviser and portfolio company of private equity fund Estancia Capital Partners.

  • Represented the New York office of a major private bank in $22.5 million of term and committed revolving loans to a trust for one of its private wealth clients, a high-profile celebrity, secured by three life insurance policies issued by three different life insurance companies.

  • Represented the San Francisco office of a major private bank in a $40 million demand discretionary loan to an estate planning trust for one of its private wealth clients to enable the trust to obtain four life insurance policies issued by three different life insurance companies to further the client’s estate planning and business succession goals.

  • Represented the Greenwich, Connecticut office of a major private bank in making two term loans and two demand discretionary loans to two trusts for one of its very high net worth clients secured by six life insurance policies issued by five different life insurance companies; the loans enabled the bank to refinance the loans that the client had with another bank, and convinced the client to move the investment and banking relationship.

  • Represented the Greenwich, Connecticut office of a major private bank in four term loans and demand discretionary loans to two trusts for one of its private wealth clients secured by life insurance policies.

  • Represented a major private bank in a group of five term and demand discretionary loans totaling $34 million to an insurance trust for one of its private wealth clients secured by 13 life insurance policies issued by six different life insurance companies.

  • Acted as counsel to the administrative agent and sole lead arranger on behalf of a national bank to document, negotiate and close a $52 million syndicated cash flow credit facility for the management buyout of a travel and entertainment company.