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Event
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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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 […]
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! […]
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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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 […]
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 […]
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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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 […]
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 […]
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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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 […]
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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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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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 […]
June 2023 CLE Event – The Politics of ESG and Investing (Archive)
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 […]
Session 1: Market and Economic Update: Between Inflation and Recession (Fall 2023)
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Session 2: Artificial Intelligence & the Legal Profession – Ethics (Fall 2023)
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Session 3: Lending to Private Equity: Opportunities and Challenges (Fall 2023)
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Session 4: Regulatory Update: NAIC & Investment Adviser Custody Rule Developments (Fall 2023)
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Session 5: The 2023 Banking Crisis (Fall 2023)
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Session 6: Real Estate Investments in a Post-Pandemic World: Structures & Current Issues (Fall 2023)
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Session 7: The U.S. Clean Energy Gold Rush: Regulatory Rollouts, Emerging Trends and the Response Abroad (Fall 2023)
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Session 8: Workouts of Deeply Distressed Investments (Fall 2023)
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Session 9: Private Equity Owned Insurers (Fall 2023)
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Session 10: Antitrust Issues in New Financings and Amendments (Fall 2023)
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2023 Fall Annual Meeting and Education Conference
March 2023 CLE Event – Chapter 11 Overview for the Institutional Investor (Archive)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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 […]
Session 1: Domestic Market Update (Spring 2023)
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Session 2: Amendments (Spring 2023)
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Session 3: Inflation Reduction Act / Energy Investments (Spring 2023)
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Session 4: Cross-Border Market Update (Spring 2023)
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Session 5: Workout (Spring 2023)
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Session 6: Cybersecurity – Ethics (Spring 2023)
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Session 7: Elements of a Good Issues Memo (Spring 2023)
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Session 8: Conflicts of Interest – Ethics (Spring 2023)
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Session 9: Bankruptcy and Post-Confirmation (Spring 2023)
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2023 Spring Investment Forum
Session 1: Market and Regulatory Update (Fall 2022)
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Session 2: Structured Private Placements: Overview and Practical Insights (Fall 2022)
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Session 3: Substance Abuse and Mental Health: The Unique Challenges of the Legal Profession – Ethics (Fall 2022)
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Session 4: Anatomy of “Liability Management” Transactions / Creditor-on-Creditor Violence (Fall 2022)
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