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Martinez v. Bloomberg LP
883 F. Supp. 2d 511
S.D.N.Y.
2012
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Background

  • Plaintiff Brian Martinez sues Bloomberg LP and two employees for ADA termination and NYSHRL/NYCHRL claims.
  • Martinez’s London contract includes a forum selection clause: English courts have exclusive jurisdiction.
  • Defendants move to dismiss under Rule 12(b)(3) for improper venue; argue clause requires UK proceeding.
  • Martinez previously filed a UK Employment Tribunal claim, later withdrawn, citing cost and other barriers.
  • Court concludes venue in SDNY is improper and enforces the forum selection clause to dismiss US action.
  • District Court does not address state-law claims after dismissing those against Bloomberg and Lack; Henderson to show cause.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Does the forum selection clause cover discrimination claims? Martinez argues discrimination claims fall outside the clause. Bloomberg/Lack contend all disputes arising under the contract fall within the clause. Yes, discrimination claims arise under the contract and are within the clause.
May the clause be enforced given English law interpretation and bargaining power? Fiona Trust limits on employment context; clause should not apply to discrimination claims. English-law interpretation broadens forum clauses; contract-driven discrimination claims fall within clause. Enforceable; clause interpreted under English law and broadly construed.
Is the presumption of enforceability rebuttable? Enforcement would be unjust due to statute limitations, remedies, and costs in England. Presumption is strong; only four narrow grounds allow rebuttal. Martinez fails to establish grounds to rebut presumption.
What governing law governs interpretation of the forum clause? Contractual analysis should be under some other standard; English law applies per clause. Choice-of-law clause selects English law; English law governs interpretation. English law governs interpretation; clause applies.

Key Cases Cited

  • Bremen v. Zapata Off-Shore Co., 407 U.S. 1 (U.S. 1972) (strong policy in favor of enforcing forum selection clauses)
  • Roby v. Corp. of Lloyd’s, 996 F.2d 1353 (2d Cir. 1993) (strong public policy in favor of forum selection clauses)
  • Carnival Cruise Lines, Inc. v. Shute, 499 U.S. 585 (U.S. 1991) (enforcement of forum selection clauses in contracts)
  • Phillips v. Audio Active, Ltd., 494 F.3d 378 (2d Cir. 2007) (four-part test for enforceability of forum-selection clauses)
  • Aguas Lenders Recovery Grp., LLC v. Suez, S.A., 585 F.3d 696 (2d Cir. 2009) (presumption of enforceability; narrow exceptions)
Read the full case

Case Details

Case Name: Martinez v. Bloomberg LP
Court Name: District Court, S.D. New York
Date Published: Aug 10, 2012
Citation: 883 F. Supp. 2d 511
Docket Number: No. 11 Civ. 7514(JMF)
Court Abbreviation: S.D.N.Y.