JALBERT v. ZURICH SERVICES CORPORATION

No. 18-2244.

953 F.3d 143 (2020)

Craig R. JALBERT, in his capacity AS TRUSTEE OF THE F2 LIQUIDATING TRUST, Plaintiff, Appellant, v. ZURICH SERVICES CORPORATION, d/b/a Zurich American Insurance Co.; and X.L. Global Services, Inc., a/b/a XL Catlin Specialty Insurance Co., Defendants, Appellees.

United States Court of Appeals, First Circuit.

March 20, 2020.


Attorney(s) appearing for the Case

Andrew B. Ryan , with whom Robert J. Giglio, Jr. , Ryan Law Partners LLP, William Baldiga , Boston, MA, and Brown Rudnick LLP were on brief, for appellant.

Andrew L. Margulis , New York, NY, with whom Ropers, Majeski, Kohn & Bentley, P.C. was on brief, for appellee Zurich American Insurance Co. Cara Tseng Duffield , with whom Wiley Rein LLP, Washington, DC, was on brief, for appellee XL Specialty Insurance Co.

Before Howard, Chief Judge, Torruella, and Thompson, Circuit Judges.


This case involves an insurance coverage dispute between plaintiff-appellant Craig R. Jalbert ("Jalbert"), in his capacity as trustee of the F2 Liquidating Trust — a trust established during the bankruptcy proceedings of former investment advisory firm F-Squared Investments, Inc. ("F-Squared")1...

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