ACIC

American College of Investment Counsel

Navigation

CLE Events Archive

September 2026 CLE Event – It Says ERISA. What Do I Do?

by

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 […]

July 2026 CLE Event – Navigating the Noise in Private Credit: Underwriting, Monitoring, and Reinvesting in a Changing Environment

by

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!    […]

January 2026 CLE Event – Private Placements vs. Direct Lending: Understanding the Basic Differences between Note Purchase Agreements and Credit Agreements

by

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 […]

September 2025 CLE Event – Navigating the U.S. Treasury’s Outbound Investment Security Program

by

  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 […]

May 2025 CLE Event – Let’s Taco ’bout Tax

by

  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 […]

January 2025 CLE Event – Update on Uptiers

by

  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

by

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 […]

March 2024 CLE Event – Gloves Off: The Evolution of Sponsor / Lender Relationships

by

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 […]

June 2023 CLE Event – The Politics of ESG and Investing (Archive)

by

Date: Tuesday, June 27, 2023 – 12:00pm to 1:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: The ACIC Education Committee invites you to join us on June 27 at noon EST for a timely panel discussion tackling the ongoing political turmoil regarding the use of environmental, social and governance (ESG) factors in […]

March 2023 CLE Event – Chapter 11 Overview for the Institutional Investor (Archive)

by

Date: Tuesday, March 28, 2023 – 2:00pm to 3:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: With market indicators where they are, it’s a good time to brush up on restructuring and bankruptcy topics. During the April Spring Forum, a number of panels will address restructuring and bankruptcy issues. As a pre-cursor […]

November 2022 CLE Event – Asset Manager Private Placement Issuances: An Introduction (Archive)

by

Date: Monday, November 14, 2022 – 2:00pm to 3:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: Since 2017 Asset Managers have been increasingly interested in accessing the private placement market as Issuers. In 2021 and 2022 we saw a real uptick in this activity and expect it to continue into 2023. Join […]

September 2022 CLE Event – Recent Developments in the European Finance Market (Archive)

by

Date: Wednesday, September 14, 2022 – 1:00pm to 2:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: Since the pandemic the UK and EU have put in place new, Chapter 11 like, restructuring frameworks which attempt to move EU/UK law insolvency laws from an asset recovery to business rescue focus. We will cover […]

June 2022 CLE Event – Renewable Energy Tax Credits – Solar Tax Equity 101 (Archive)

by

Date: Wednesday, June 15, 2022 – 2:00pm to 3:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: Tax equity investments in renewable projects, particularly solar projects, are becoming more widely available.  As more institutions participate in the space, some of the terms and pricing structures have become more standardized and simplified.  This brief […]

March 2022 CLE Event – Recent NAIC and State Law Developments in Regulation of Insurance Company Investments (Archive)

by

Date: Thursday, March 10, 2022 – 1:00pm to 2:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: This CLE will survey a number of key recent and ongoing developments in the regulation of investments by insurance companies. Focusing on activities at the National Association of Insurance Commissioners and state level, we will touch […]

December 2021 CLE Event – The ABCs of BDCs – An Introduction to Business Development Companies (Archive)

by

Date: Wednesday, December 8, 2021 – 1:00pm to 2:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: This panel will provide an introduction to business development companies (“BDCs”), which are a special type of investment company regulated under the Investment Company Act of 1940. This interactive panel will provide background on the history […]

August 2021 CLE Event – Collateral, Valuation and Other Issues in Airline and Aircraft Restructurings (Archive)

by

Date: Thursday, August 19, 2021 – 2:00pm to 3:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: Our panel will bring together the perspectives of an investor, a restructuring attorney, and a financial advisor, each with decades of experience in aviation.  COVID-19 continues to have a profound impact on business and leisure travel […]

January 2021 CLE Event – An Introduction to the Issues and Challenges for Environmental, Social and Governance (“ESG”) Investing (Archive)

by

Date: Thursday, January 28, 2021 – 1:00pm to 2:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: The panel will discuss the meanings behind “ESG”, including exploring why ESG has gained global momentum over the past twelve-months. Further, the panel will debate the impact of ESG within the investing community, focusing on topical issues […]

December 2020 CLE Event – Best Practices for Active Private Fund Investors (Archive)

by

Date: Thursday, December 3, 2020 – 3:00pm to 4:00pm (Eastern) Venue/Location:  Boston – WEBINAR, Boston, MA 02109 Course Description: Join us for an exciting panel discussion designed especially for private investment fund investors. This panel will address:   key fund agreement terms to negotiate side letter agreement dos and don’ts important considerations when serving as […]

August 2020 CLE Event – Challenges With Documentation of Airport Transactions and Aircraft Financing Enforcement, Remedies and Documentation (Archive)

by

Date: Thursday, August 6, 2020 – 1:00pm to 2:00pm (Eastern) Venue/Location:  Chicago – WEBINAR, Chicago, IL 60601 Course Description: The coronavirus pandemic represents a significant challenge to both the global economy and, in particular, the transportation industry. Airports across the globe have taken capacity reduction actions while governments have restricted or strictly controlled travel movements […]

June 2020 CLE Event – Schemes of Arrangement (Archive)

by

Date: Tuesday, June 9, 2020 – 2:00pm to 3:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: Whether you’re new to schemes of arrangement (a.k.a.”schemes”) or just need a refresher, this webinar will use the models of Australia and Canada to highlight key differences between Chapter 11 proceedings in the U.S. and schemes […]

April 2020 CLE Event – The Practical Impacts of COVID-19 on Private Placement Transactions

by

Date: Thursday, April 16, 2020 – 2:00pm to 3:00pm (Eastern) Venue/Location:  Hartford – WEBINAR, Hartford, CT 06107 Course Description: As investors and their borrowers deal with sudden changes such as office closures and turbulent markets, all parties have had to adjust to a new normal. The members of the ACIC have been working to help […]