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Landesbank Baden-Wrttemberg v. Goldman, Sachs & Co.

Citations: 821 F. Supp. 2d 616; 2011 WL 4495034Docket: No. 10 Civ. 7549 (WHP)

Court: District Court, S.D. New York; September 28, 2011; Federal District Court

Narrative Opinion Summary

In this case, an international bank sued two financial institutions for common law fraud, negligent misrepresentation, and unjust enrichment related to a mortgage-backed Credit Default Obligation (CDO) investment. The defendants filed a motion to dismiss under Rule 12(b)(6), which the court granted due to insufficient claims. The plaintiff alleged that the defendants misrepresented the quality of the underlying mortgages and concealed crucial information, which led them to invest in the CDO. However, the court found that the plaintiff's allegations lacked the specificity required for fraud claims under Rule 9(b), failing to detail the 'who, what, when, where, and how' of the alleged fraud. Additionally, the negligent misrepresentation claim was dismissed because there was no special relationship between the parties, and the plaintiff, as a sophisticated investor, could not justifiably rely on the defendants' representations. The unjust enrichment claim was barred by the existence of a valid contract governing the transaction. Consequently, the court dismissed the complaint in its entirety, closing the case.

Legal Issues Addressed

Common Law Fraud under New York Law

Application: Landesbank's fraud allegations were dismissed due to insufficient specificity regarding the alleged misrepresentations, as required by the heightened pleading standards of Rule 9(b).

Reasoning: The allegations presented by Landesbank fail to provide sufficient detail to meet the standards for a fraud claim, specifically lacking clarity on the “who, what, when, where, and how” of the alleged fraud.

Negligent Misrepresentation

Application: The court dismissed Landesbank's negligent misrepresentation claim, finding no special relationship or justifiable reliance on the defendants’ expertise, given the arm's-length nature of the transaction.

Reasoning: In this instance, Landesbank did not establish a special relationship of trust with Goldman or TCW.

Pleading Standards under Rule 9(b)

Application: The heightened pleading standards require specific identification of fraudulent statements and facts demonstrating knowledge of contrary information, which was not met by Landesbank.

Reasoning: Under Rule 9(b) heightened pleading standards, plaintiffs must specifically identify reports or statements that demonstrate defendants were aware of contrary facts.

Rule 12(b)(6) Motion to Dismiss

Application: The court grants the motion to dismiss because the complaint failed to state a claim upon which relief can be granted, as it did not satisfy the required pleading standards.

Reasoning: The court grants this motion to dismiss.

Unjust Enrichment

Application: The unjust enrichment claim was dismissed because a valid written contract governed the subject matter, and the complaint lacked sufficient allegations showing equity necessitates restitution.

Reasoning: Unjust enrichment claims in New York are typically barred when a valid written contract governs the subject matter in question.