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Session 2: Under the Spotlight: Making the Investment Decision
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Session 3: Juggling Exposure: Trends Shaping Reinsurance Markets
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Session 4: Private Credit’s Next Act: Rated Notes and Evolving Structures
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Session 5: Structural Acrobatics: Deep Dive into Securitizations and Structured Finance
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Session 6: Step Right Up: The Future of Fintech and Digital Assets
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Session 7: The Center Ring: The State of the Market
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Session 8: Balancing Strength and Flexibility: Insurance Company Financing
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Session 9: The Final Act: Navigating Ethics in the Age of Artificial Intelligence – Ethics
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John Hancock/Manulife is seeking a Managing Director – Investment Counsel
Managing Director – Investment Counsel John Hancock/Manulife seeks a Managing Director, Assistant Chief Counsel with 8+ years of meaningful transactional legal experience involving the structuring, negotiation and managing of complex private debt transactions, in particular private placement notes, project finance, private credit and investments across a variety of industries. This position works closely with the […]
ACIC Private Notes – September 2026
September 2026 CLE Event – It Says ERISA. What Do I Do?
Date: Thursday, September 17, 2026 – 4:00 pm to 5:00 pm (Eastern) Venue/Location: WEBINAR Course Description: The ACIC Education Committee invites you to a discussion on “It says ERISA. What do I do?” on September 17th at 4 p.m. EST. Join Paul Koppel and Jessica Rissmiller for a conversation intended to demystify ERISA in the investments […]
Trustees Meeting – August 6, 2026
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ACIC Private Notes – July 2026
July 2026 CLE Event – Navigating the Noise in Private Credit: Underwriting, Monitoring, and Reinvesting in a Changing Environment
Date: Wednesday, July 22, 2026 – 12:00 pm to 1:00 pm (Eastern) Venue/Location: WEBINAR Course Description: The ACIC Education Committee invites you to a panel discussion on Navigating the Noise in Private Credit: Underwriting, Monitoring, and Reinvesting in a Changing Environment on July 22nd at 12 p.m. EST. We hope you can join us! […]
Trustees Meeting – June 10, 2026
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ACIC Private Notes – May 2026
Trustees Meeting – April 22, 2026
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Session 1: Hot Topics in AI: Practical Guidance for Institutional Investment Counsel
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Session 2: Changing Landscape & Provision Evolution
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Session 3: Fund Financing: Calling the Right Plays in Fund III
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Session 4: Step Up to the Plate: Winning Strategies in Sports Financing
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Session 5: Beyond the Call: Ethics, Wellness & High-Stakes Decision Making with Tim Donaghy – Ethics
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Session 6: Lifting the Curtain on Key Technical Processes: Closing, Funding, and Valuation
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Session 7: Set, Spike, Analyze: A Market & Economic Update
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Session 8: Role of Administrative Agent & Its Counsel
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Session 9: Professional Responsibility Pentathlon – Ethics
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Loomis Sayles is seeking Assistant General Counsel
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees over $425 billion in assets under management […]
ACIC Private Notes – March 2026
NPA Model Form No. 1 Cumulative Redline 3-31-2026 and 1-13-2016
State: Cumulative Redline File attachments: NPA Model Form No. 1 Cumulative Redline 3-31-2026 and 1-13-2016
NPA Model Form No. 2 Cumulative Redline 3-31-2026 and 1-13-2016
State: Cumulative Redline File attachments: NPA Model Form 2 Cumulative Redline 3-31-2026 and 1-13-2016
NPA Model X Form No. 1 Cumulative Redline 3-31-2026 and 10-19-2015
State: Cumulative Redline File attachments: NPA Model X Form No. 1 Cumulative Redline 3-31-2026 and 10-19-2015
NPA Model X Form No. 2 Cumulative Redline 3-31-2026 and 10-19-2015
State: Cumulative Redline File attachments: NPA Model X Form No. 2 Cumulative Redline 3-31-2026 and 10-19-2015
March 2026 CLE Event – Liability Management, Coop Agreements, and the ACIC Model Form NPA
Date: Thursday, March 26, 2026 – 2:00 pm to 3:00 pm (Eastern) Venue/Location: WEBINAR Course Description: The ACIC Education Committee invites you to a panel discussion on Liability Management, Coop Agreements, and the ACIC Model Form NPA on March 26th at 2 p.m. EST. You only know who’s swimming naked when the tide goes […]
ACIC Private Notes – February 2026
Trustees Meeting – February 13, 2026
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January 2026 CLE Event – Private Placements vs. Direct Lending: Understanding the Basic Differences between Note Purchase Agreements and Credit Agreements
Date: Thursday, January 15, 2026 – 2:00 pm to 3:00 pm (Eastern) Venue/Location: WEBINAR Course Description: The ACIC Education Committee invites you to a panel discussion on Private Placements vs. Direct Lending: Understanding the Basic Differences between Note Purchase Agreements and Credit Agreements on January 15th at 2 p.m. EST. In today’s capital markets, we […]
ACIC Private Notes – Winter 2025
Trustees Meeting – December 4, 2025
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Trustees Meeting – October 22, 2025
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Session 1: Emerging Market Spotlight: Latin American Financings (Fall 2025)
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Session 2: The New Administration’s Changing Priorities and the Impact on Our Market (Fall 2025)
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Session 3: Emerging Product Spotlight: Private Credit Funds (Fall 2025)
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Session 4: Model Form Updates (Fall 2025)
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Session 5: Emerging Issue Spotlight: Affiliated Holder Considerations (Fall 2025)
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Session 6: Emerging Industry Spotlight: Digital Infrastructure (Data Centers) (Fall 2025)
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Session 7: Market and Economic Update (Fall 2025)
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Session 8: Insolvency Across Borders: Challenges and Opportunities (Fall 2025)
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Session 9: Ethical Challenges of Rapidly Changing AI Applications in the Practice of Law (Fall 2025)
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ACIC Private Notes – September 2025
September 2025 CLE Event – Navigating the U.S. Treasury’s Outbound Investment Security Program
Date: Tuesday, September 16, 2025 – 2:00 pm to 3:00 pm (Eastern) Venue/Location: WEBINAR Course Description: The ACIC Education Committee invites you to a panel discussion on Navigating the U.S. Treasury’s Outbound Investment Security Program on September 16th at 2 p.m. EST. Effective January 2, 2025, the U.S. Treasury’s Outbound Investment Security Program has introduced […]
Trustees Meeting – August 7, 2025
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ACIC Private Notes – July 2025
Trustees Meeting – June 5, 2025
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ACIC Private Notes – May 2025
May 2025 CLE Event – Let’s Taco ’bout Tax
Date: Thursday, May 8, 2025 – 5:00 pm to 6:00 pm (Eastern) Venue/Location: WEBINAR Course Description: The ACIC Education Committee invites you to a panel discussion on common tax themes and questions that arise in private placement transactions on May 8th at 5 p.m. EST. Questions included: What is a modification of a debt […]
ACIC Private Notes – April 2025
Trustees Meeting – April 2, 2025
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Session 1: Rated Debt Credit Investing (Spring 2025)
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Session 2: Examining the Effects of the Trump Administration Agenda on the Private Markets (Spring 2025)
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Session 3: Structuring Issues in European Cross-Border Transactions (Spring 2025)
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Session 4: Securitizations and Other Structured Finance (Spring 2025)
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Session 5: Ethics of Negotiation – Rules, Principles, and Allegiances (Spring 2025)
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Session 6: Legal Technology: Infinity Stones or Pandora’s Box – Ethics (Spring 2025)
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Session 7: Market and Economic Update (Spring 2025)
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Session 8: Pocket MBA for Lawyers: Leveraging Financial Definitions and Covenants (Spring 2025)
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Session 9: Secondary Trades of Private Placements (Spring 2025)
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ACIC Private Notes – March 2025
Trustees Meeting – February 14, 2025
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ACIC Private Notes – December 2024
Trustees Meeting – December 5, 2024
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January 2025 CLE Event – Update on Uptiers
Date: Tuesday, January 14, 2025 – 2:00pm to 3:00pm (Eastern) Venue/Location: WEBINAR Course Description: The ACIC Education Committee invites you to a panel discussion with an update on uptiers on January 14 at 2 p.m. EST. The Presentation will discuss recent decisions in Serta, Robertshaw, and Incora concerning the validity and effect of certain […]
June 2024 CLE Event – The Client Conundrum: Exploring Client Identification and Attorney-Client Conflicts
Date: Tuesday, June 25, 2024 – 1:00pm to 2:00pm (Eastern) Venue/Location: Hartford – WEBINAR Course Description: The ACIC Education Committee invites you to join us on June 25th at 1 pm EST for a discussion on exploring client identification and attorney-client conflicts. Will the real client please stand up? In this seminar, we will […]
ACIC Private Notes – October 2024
Trustees Meeting – October 23, 2024
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Session 1: Around the World: Market and Economic Update (Fall 2024)
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Session 2: A Showcase in Securing the Future: Global Innovations in Combatting Wire Fraud – Ethics (Fall 2024)
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Session 3: Market Focus: Australia & Asia (Fall 2024)
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Session 4: International Sanctions: Laws, Recent Changes, and Protective Measures (Fall 2024)
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Session 5: Market Focus: Europe (Fall 2024)
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Session 6: The Great (Rental) Space Race: CTLs, Data Centers, and Similar Structures (Fall 2024)
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Session 7: Market Focus: Latin America (Fall 2024)
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Session 8: It’s a Small World After All – Narrowing the Generation Gap – Ethics (Fall 2024)
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Session 9: Right in Your Backyard: Upcoming Regulatory Changes and Practical Impacts (Fall 2024)
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ACIC Private Notes – August/September 2024
Trustees Meeting – August 23, 2024
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ACIC Private Notes – July 2024
Trustees Meeting – June 14, 2024
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Trustees Meeting – April 10, 2024
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Session 1: Market and Economic Update (Spring 2024)
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Session 2: Impact of the U.S. Supreme Court’s Affirmative Action Decision on Employer Diversity Initiatives – Ethics (Spring 2024)
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Session 3: Regulatory Panel (Spring 2024)
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Session 4: U.S. 2024 Elections – Platform Positions Impacting Investments (Spring 2024)
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Session 5: Covenants 101 (Spring 2024)
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Session 6: Future of PP (Spring 2024)
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Session 7: Legal and Structuring Considerations in Real Estate Restructurings (Spring 2024)
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Session 8: ESG (Spring 2024)
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Session 9: Unlocking Capital – Exploring Fund Finance (Spring 2024)
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ACIC Private Notes – March 2024
March 2024 CLE Event – Gloves Off: The Evolution of Sponsor / Lender Relationships
Date: Wednesday, March 27, 2024 – 1:00pm to 2:00pm (Eastern) Venue/Location: Hartford – WEBINAR, New York, NY 10022 Course Description: The ACIC Education Committee invites you to join us on March 27 at 1 pm EST for a panel discussion on the evolution of sponsor/lender relationships. In the current climate of economic uncertainty and rapidly […]
