Martinez v. Bloomberg LP

740 F.3d 211, 29 Am. Disabilities Cas. (BNA) 308, 2014 WL 114252, 2014 U.S. App. LEXIS 686, 121 Fair Empl. Prac. Cas. (BNA) 621
CourtCourt of Appeals for the Second Circuit
DecidedJanuary 14, 2014
Docket12-3654-cv
StatusPublished
Cited by275 cases

This text of 740 F.3d 211 (Martinez v. Bloomberg LP) is published on Counsel Stack Legal Research, covering Court of Appeals for the Second Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Martinez v. Bloomberg LP, 740 F.3d 211, 29 Am. Disabilities Cas. (BNA) 308, 2014 WL 114252, 2014 U.S. App. LEXIS 686, 121 Fair Empl. Prac. Cas. (BNA) 621 (2d Cir. 2014).

Opinions

Judge NEWMAN concurs in a separate opinion.

DRONEY, Circuit Judge:

Plaintiff-Appellant Brian Anthony Martinez (“Martinez”) appeals from a judgment of the United States District Court for the Southern District of New York (Furman, /.), dismissing his complaint for improper venue under Rule 12(b)(3) of the Federal Rules of Civil Procedure. Martinez brought this action against his former employer, Bloomberg LP (“Bloom-berg”), a privately held financial software, mass media, and data analysis company, as well as two of its employees, Andrew Lack and Catriona Henderson, alleging that his termination constituted discrimination in violation of the Americans with Disabilities Act (“ADA”), as well as state and local laws. Bloomberg and Lack moved to dismiss on the basis of a clause contained in Martinez’s employment contract, which indicated that English law governed the agreement and that “any dispute arising hereunder shall be subject to the exclusive jurisdiction of the English courts.” We hold that: (1) where a contract contains both a valid choice-of-law clause and a forum selection clause, the substantive law identified in the choice-of-law clause governs the interpretation of the forum selection clause, while federal law governs the enforceability of the forum selection clause; (2) under English law, Martinez’s discrimination claims “arise [ junder” the employment agreement, within the meaning of the forum selection clause; and (3) the forum selection clause is enforceable under federal law. Accordingly, we affirm the judgment of the district court.

BACKGROUND

Martinez began his career at Bloomberg on a freelance basis in September of 1999, [215]*215becoming a full time producer assigned to special projects in April of 2000. After stints at the company’s New York and Tokyo offices, Martinez was reassigned in 2005 to the company’s London office. On February 21, 2005, Martinez executed an employment agreement that identified the London office as Martinez’s “normal place of business,” and included termination provisions and grievance procedures. The agreement also contained a combined choice-of-law and choice-of-forum clause, providing that the agreement “shall be interpreted and construed in accordance with English law and any dispute arising hereunder shall be subject to the exclusive jurisdiction of the English courts.”

Throughout his career at Bloomberg, Martinez consistently received strong performance reviews, and was repeatedly promoted. Early in 2010 he was named Managing Director for Bloomberg Television International in Europe, the Middle East, Africa, and Asia. Later in the year, the company began to develop plans to bring its activities in Latin America under Martinez’s supervision.

In October of 2010, Martinez informed Bloomberg employees, including Henderson, regional head of Human Resources in the United Kingdom, and Lack, chief executive officer of Bloomberg’s Multimedia Division, that he had been subjected to physical abuse by his same-sex domestic partner. He sought treatment from Bloomberg’s occupational healthcare provider, and was referred to a psychologist. Although Martinez was already scheduled to take annual leave from December 16, 2010 to January 3, 2011, Lack insisted that he begin an unofficial leave of absence in late November. In mid-December Lack conducted Martinez’s annual performance review by telephone. Although his performance continued to be rated “Exceptional,” Martinez alleges that his bonus was smaller on a percentage basis than that of Bloomberg employees who reported to him and who received lower ratings.

Martinez returned to work on January 4, 2011. In mid-February, however, Henderson and Lack held a meeting with Martinez at which they expressed concern that he was “unwell” and that problems in his personal life would interfere with his job performance. At their urging, Martinez began a period of medical leave, despite his belief that it was unnecessary. In late March a doctor cleared Martinez to return to work, but Henderson and Lack continued to insist that Martinez not return until May.

During Martinez’s period of medical leave, he began to hear through colleagues of various organizational changes at the company. In March the company removed Asia from his responsibility. On June 20, 2011, the company informed Martinez that it was exploring a corporate restructuring that would result in the elimination of his position. The following day, a U.K. solicitor representing Martinez notified the company that in her view elimination of Martinez’s position likely “would give rise to claims for unfair dismissal, discrimination and whistle-blowing.” On July 29, 2011, Bloomberg terminated Martinez’s employment.

Martinez filed suit in the Southern District of New York on October 24, 2011. He asserted claims against Bloomberg for discrimination on the basis of perceived disability in violation of the ADA, 42 U.S.C. § 12111, et seq., and against Bloom-berg, Lack, and Henderson for discrimination on the basis of perceived disability and on the basis of sexual orientation in violation of the New York State Human Rights Law (“NYSHRL”), N.Y. Exec. Law § 296, et seq., and the New York City Human Rights Law (“NYCHRL”), New [216]*216York City, N.Y., Code § 8-502, et seq. Three days later, Martinez brought a similar proceeding before the London Employment Tribunal, alleging unfair dismissal, unfair dismissal because of protected disclosure, and unlawful deduction of wages. Martinez subsequently abandoned the English proceeding, citing the cost of litigation in the U.K. and the unavailability of prevailing party attorney’s fees under English law.

On January 30, 2012, Bloomberg and Lack moved to dismiss the federal proceeding for improper venue under Rule 12(b)(3) of the Federal Rules of Civil Procedure.2 The district court (Furman, J.) granted the motion and dismissed the claims against all defendants, concluding that the forum selection clause contained in Martinez’s employment agreement encompassed all of his claims, and that it was enforceable. See Martinez v. Bloomberg LP, 883 F.Supp.2d 511, 513, 518, 522 (S.D.N.Y.2012). Martinez appealed.

DISCUSSION

Martinez raises two issues on appeal. First, he contends that the district court erred in construing the forum selection clause to encompass claims of discrimination based on perceived disability that could be brought under the ADA. Second, he argues that, even if the district court was correct in its interpretation of the forum selection clause’s scope, the court should find it unenforceable, both because it would have the effect of forcing him to forfeit his ADA claim, and because several aspects of English law prompted him to abandon his contemporaneous action in the U.K. and his English claims are now time-barred.

We have previously observed that “neither the Supreme Court, nor this Court, has specifically designated a single clause of Rule 12(b) ... as the proper 13 procedural mechanism” for enforcing a forum selection clause through a motion to dismiss. TradeComet.com LLC v. Google, Inc.,

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740 F.3d 211, 29 Am. Disabilities Cas. (BNA) 308, 2014 WL 114252, 2014 U.S. App. LEXIS 686, 121 Fair Empl. Prac. Cas. (BNA) 621, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martinez-v-bloomberg-lp-ca2-2014.