Lehman Brothers Holdings Inc. (LEH)

Docket #35056, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266082

Name of Witness:  

AXA-COLONIAL FIRST CHOICE BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35057, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266083

Name of Witness:  

BC INVESTMENT MANAGEMENT CORP. JAPAN BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35058, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266085

Name of Witness:  CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM.  

Docket #35059, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266086

Name of Witness:  

CANADIAN GROUP TRUST BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35060, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266087

Name of Witness:  COMMERZBANK AG.  

Docket #35061, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266088

Name of Witness:  

CORDARES-JAPAN GROWTH BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35062, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266089

Name of Witness:  

DESJARDINS OVERSEAS EQUITY VALUE FUND BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35063, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266090

Name of Witness:  

DUKE ENERGY CAROLINAS, LLC BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35064, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266091

Name of Witness:  

EAST JAPAN STATIONERY SALES PENSION FUND BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35065, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266092

Name of Witness:  

FORD VEBA UAW BENEFITS TRUST BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35066, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266093

Name of Witness:  

FORSTA AP-FONDEN BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35067, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266094

Name of Witness:  

FUJITSU PENSION FUND BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35068, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266095

Name of Witness:  

GLOBAL BLUE CHIP TRUST II NZEAL BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35069, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266096

Name of Witness:  

HNW PERFORMA JAPAN BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35070, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266097

Name of Witness:  

ITM JAPANESE LARGE CAP GROWTH MOTHER BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35071, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266098

Name of Witness:  

ITM PROFESSIONAL EQUITY BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35072, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266137

Name of Witness:  

LAERERNES PENSION (DANISH TEACHERS) BY ALLIANCEBERNSTEIN L.P.,
AS INVESTMENT ADVISER.  

Docket #35073, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266139

Name of Witness:  

LIBERTYVIEW CREDIT OPPORTUNITIES FUND, LP C/O LOWENSTEIN SANDLER PC.  

http://www.bloomberg.com/news/2013-02-26/...archstone-asset-sale.html  

Lehman Gets $16.3 Billion in Claims on Defunct Brokerage

By
       
           Linda Sandler
       
           

           Februar 26, 2013 3:12 PM

Lehman Brothers Holdings Inc., which has been fighting affiliates over who owes what to whom since 2008, said its defunct brokerage will allow it to claim about $16.3 billion as a result of a settlement.
The agreement with the Lehman Brothers Inc. brokerage and a London-based unit provides the parent company with $2.3 billion in customer claims on the brokerage, and $14 billion in unsecured claims, the former investment bank said in a statement today.
“The settlement, consistent with the views of the global creditor base, will enable LBHI to accelerate distributions to creditors with allowed claims,” said Daniel Ehrmann, Lehman’s head of international operations, in the statement.
Lehman, which is still liquidating and trying to cut claims after exiting bankruptcy court protection last year, plans a third payment to creditors on April 4. It said in October its largest claim on an affiliate was $15.2 billion owed by its defunct brokerage.
Lehman has so far paid creditors about 9 cents on the dollar, or half of what it expects to pay by about 2016. It said in December that it raised $3.9 billion for creditors in the quarter ended Sept. 30 and another $1.6 billion in October and November, while its $6.5 billion sale of apartment owner Archstone was due to close by March 26.
Lehman had cash of $8.3 billion as of June 30, plus restricted cash of $13.6 billion, including money set aside for disputed claims and debts, the company said today in a regulatory filing. It was owed $45.2 billion by affiliates, including the $15.2 billion claimed from the Lehman Brothers Inc. brokerage and $14.3 billion owed by a Swiss affiliate, Lehman Brothers Finance.
...

http://mobile.bloomberg.com/news/2013-02-26/...defunct-brokerage.html  

Lehman Brothers Holdings Inc., Lehman Brothers Inc. And Lehman Brothers International (Europe) Resolve Intercompany Claims
Milestone Agreements Resolve Billions in Intercompany Claims
Clears Path for Additional Distributions to LBI and LBIE Customers and LBHI Creditors
NEW YORK and LONDON, Feb. 26, 2013 /PRNewswire-USNewswire/ -- The Trustee for Lehman Brothers Inc. ("LBI"), Lehman Brothers Holdings Inc. and certain of its debtor and non-debtor subsidiaries ("LBHI"), and the Joint Administrators of Lehman Brothers International (Europe) ("LBIE") have entered into two separate agreements settling all intercompany claims between LBI on the one part, and LBHI and LBIE on the other part. The LBI Trustee today filed motions seeking approval of the agreements with the U.S. Bankruptcy Court.
These separate agreements settle billions of dollars of complex intercompany claims and liabilities between the parties. The settlement agreements also provide a final resolution of all legal and factual issues regarding intercompany relationships between LBI and LBHI and between LBI and LBIE, avoiding the need for costly litigation. The settlement agreements, along with a number of related motions, are subject to approval by the U.S. Bankruptcy Judge in the LBI Securities Investor Protection Act (SIPA) proceeding, the Honorable James M. Peck, and in the case of the agreement between LBI and LBIE, an order of the English High Court.
Upon approval, the settlements will allow LBI's Trustee to proceed with plans to allocate and distribute sufficient cash and securities to LBI's customer claimants, including LBHI and LBIE, to enable the LBI Trustee to satisfy valid customer claims in full. This is a critical step in obtaining significant value to return to LBIE's counterparties included in its Omnibus Claim and to LBHI's creditors.
As part of the resolution, the parties have also agreed to a protocol for the settlement of claims remaining against the LBI estate as the Trustee focuses on liquidating remaining assets and the allowance of general estate claims. Pursuant to the protocol following court approvals, the Trustee will file periodic, public reports regarding the general estate with the Bankruptcy Court.
James Giddens, Trustee for the liquidation of LBI, said: "After more than four years of arduous negotiations involving the analysis of hundreds of thousands of transactions with unique legal challenges, on behalf of myself and the hundreds of professionals involved, we are delighted that these agreements have been reached. We are also grateful to SIPC and the SEC for their assistance in these matters. If judicially approved and implemented, securities customers should receive full satisfaction of their claims and distributions from the general estate will be facilitated."
Daniel Ehrmann, LBHI's head of international operations and co-head of derivatives, said: "This milestone agreement with LBI resolves billions of dollars of complex intercompany claims, provides LBHI and its affiliates more than $2.3 billion in customer claims and $14 billion in general unsecured claims, avoids costly and extensive litigation, and contributes significantly to recoveries for LBHI's creditors. Today's settlement represents an enormous effort over many years by multiple dedicated professionals and powerfully underscores the benefits of reaching a consensual settlement rather than pursuing litigation. The settlement, consistent with the views of the global creditor base, will enable LBHI to accelerate distributions to creditors with allowed claims."

...


http://www.finanznachrichten.de/...esolve-intercompany-claims-008.htm  

Goldman Sachs Traders Buy Hundreds of Millions in Lehman Claims
By  Linda Sandler
           Februar 25, 2013 12:33 PM

Goldman Sachs Group Inc. (GS) units bought hundreds of millions of dollars in claims on defunct Lehman Brothers Holdings Inc., according to federal court filings.
Among the largest trades were by Elliott Management Corp. units and Empyrean Investments LLC, according to the filings, made mostly over the weekend. The filings also show at least two Goldman Sachs sales of Lehman claims.
The former investment bank has so far paid creditors about 9 cents on the dollar, out of the average of 18 cents on the dollar it has said it might raise by about 2016. Its next payment is due on April 4, it said on Feb. 15.
...

http://mobile.bloomberg.com/news/2013-02-25/...-in-lehman-claims.html  

...möchte ich den aus Sicht der (Ex-)Aktionäre wichtigsten Satz gerne etwas hervorheben:

 Lehman, which is still liquidating and trying to cut claims after exiting bankruptcy court protection last year, has so far paid creditors about 9 cents on the dollar, or half of what it expects to pay by about 2016.

Da sieht man doch gleich, worums hier geht. Oder?

 

um was denn auch sonst...

LG: Teras.

;-))

Und hernach geht's hier dann wieder um CLAIMS:  

Docket #35075, 02/21/2013:  Statement / Notice of Subpoena Issued Pursuant to Order Granting the Debtors Authority to Issue Subpoenas for the Production of Documents and Authorizing the Examination of Persons and Entities (related document(s) [5910]) filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc. (Lemons, Robert).
Case: Lehman Brothers Holdings Inc.
Related: 5910.

Document:  http://dm.epiq11.com/LBH/Document/GetDocument/2266100

Name of Witness:  

LIBERTYVIEW FUNDS, LP D/B/A LIBERTYVIEW FOCUS FUND, LP
C/O LOWENSTEIN SANDLER PC.