Event: 2023 Spring Investment Forum Panel Date: Thursday, April 27, 2023 Panel Time: 8:45 AM – 10:00 AM CT Moderator: Charles Calloway, Jr., Chapman and Cutler LLP Presenters: Madelaine O’Connell, Goldman Sachs, Aron Davidowitz, New York Life Investments, Renée Dailey, Akin Gump Strauss Hauer & Feld LLP Domestic Market Update – Home Economics It’s time […]
Event
Session 2: Amendments
Event: 2023 Spring Investment Forum Panel Date: Thursday, April 27, 2023 Panel Time: 10:30 AM – 11:30 AM CT Moderator: Jimmy Moore, New York Life Insurance Company Presenters: Daniel I. Papermaster, Morgan, Lewis & Bockius LLP, Clint Roberts, Voya Investment Management LLC, Carrianne Basler, AlixPartners Amendments – Study Hall Pass Everyone needs permission to break […]
Session 3: Inflation Reduction Act / Energy Investments
Event: 2023 Spring Investment Forum Panel Date: Thursday, April 27, 2023 Panel Time: 11:30 AM – 12:30 PM CT Moderator: Matthew DelRosso, New York Life Insurance Company Presenters: Ellen Friedman, Baker Botts, Jeff Hoffner, O’Melveny & Myers LLP, John Eliason, Greenberg Traurig, LLP, Michael Yurkerwich, CohnReznick Capital Inflation Reduction Act / Energy Investments – AP […]
Session 4: Cross-Border Market Update
Event: 2023 Spring Investment Forum Panel Date: Thursday, April 27, 2023 Panel Time: 1:30 PM – 2:45 PM CT Moderator: Mandeep Sidhu, Pricoa Private Capital Limited Presenters: Brian Gottlieb, Bank of America Merrill Lynch, Michael Harrison, Chapman and Cutler LLP, Rob Busby, NatWest, Mike Gustafson, Akin Gump LLP Cross-Border Market Update – Model UN Calling […]
Session 5: Workout
Event: 2023 Spring Investment Forum Panel Date: Thursday, April 27, 2023 Panel Time: 2:45 PM – 3:45 PM CT Moderator: Kate Lindsay, MetLife Presenters: David L. Lawton, Morgan, Lewis & Bockius LLP, Sean A Gumbs, FTI Consulting, Leonard Mazlish, Cigna Investments, Damian Schaible, Davis Polk & Wardell LLP Workout – Phys. Ed. Change into your […]
Session 6: Cybersecurity – Ethics
Event: 2023 Spring Investment Forum Panel Date: Thursday, April 27, 2023 Panel Time: 4:00 PM – 5:30 PM CT Moderator: Peter Marta, Hogan Lovells US LLP Presenters: Kaitlin Betancourt, Prudential Financial, Inc., Ted Theisen, Ankura, Kory Bakken, FBI Chicago Field Office Cybersecurity – Ethics – Keyboarding We have come quite a long way since Matthew […]
Session 7: Elements of a Good Issues Memo
Event: 2023 Spring Investment Forum Panel Date: Friday, April 28, 2023 Panel Time: 9:00 AM – 10:00 AM CT Moderator: Christine Creighton, Sun Life Capital Management Presenters: Charles Kolin, Greenberg Traurig, LLP, Kelsey Baumberger, Milbank, Chrissy Rittberg, Northwestern Mutual, Amy Olshansky, Chapman and Cutler LLP Elements of a Good Issues Memo – English Composition Nouns, […]
Session 8: Conflicts of Interest – Ethics
Event: 2023 Spring Investment Forum Panel Date: Friday, April 28, 2023 Panel Time: 10:00 AM – 11:00 AM CT Moderator: Tyler Margolis, ArentFox Schiff LLP Presenters: Mark Zaander, ArentFox Schiff LLP, Charles Regan, Mayer Brown LLP, Jenna Jenson, Thrivent Financial, Jonathan Arkins, King & Spalding Conflicts of Interest – Ethics – Civics In Civics students […]
Session 9: Bankruptcy and Post-Confirmation
Event: 2023 Spring Investment Forum Panel Date: Friday, April 28, 2023 Panel Time: 11:30 AM – 12:30 PM CT Moderator: Julia Frost-Davies, Morgan, Lewis & Bockius LLP Presenters: Ron Silverman, Hogan Lovells US LLP, Oscar N. Pinkas, Greenberg Traurig, LLP, Stefanie Greer, Prudential Private Capital, Soren Reynertson, GLC Advisors & Co., LLC Bankruptcy and Post-Confirmation […]
2023 Spring Investment Forum
Session 1: Market and Regulatory Update
Event: 2022 Fall Annual Meeting and Education Conference Panel Date: Thursday, October 20, 2022 Panel Time: 8:45 AM – 9:45 AM ET Moderator: Chris Dallas, Pacific Life Insurance Company Presenters: Alexis Guinan, Akin Gump Strauss Hauer & Feld LLP, Brian Keating, The Guardian Life Insurance Company of America, Jennifer Tippins, Citi Global Markets, Inc. The […]
Session 2: Structured Private Placements: Overview and Practical Insights
Event: 2022 Fall Annual Meeting and Education Conference Panel Date: Thursday, October 20, 2022 Panel Time: 10:00 AM – 11:00 AM ET Moderator: Alfredo Cantoral, American Equity Life Insurance Presenters: Anna Pinedo, Mayer Brown LLP, Brian Keating, The Guardian Life Insurance Company of America, Mike Robson, Greenberg Traurig, LLP, Sanjay Yodh, Monroe Capital Partners Gone Baby Gone – […]
Session 3: Substance Abuse and Mental Health: The Unique Challenges of the Legal Profession – Ethics
Event: 2022 Fall Annual Meeting and Education Conference Panel Date: Thursday, October 20, 2022 Panel Time: 11:00 AM – 12:15 PM ET Moderator: Sarah Olson, Thrivent Financial Presenters: David Mann, The Other Bar The Verdict – Substance Abuse and Mental Health: The Unique Challenges of the Legal Profession – Ethics The Verdict is in – […]
Session 4: Anatomy of “Liability Management” Transactions / Creditor-on-Creditor Violence
Event: 2022 Fall Annual Meeting and Education Conference Panel Date: Thursday, October 20, 2022 Panel Time: 1:15 PM – 2:15 PM ET Moderator: Matthew Edward Schernecke, Hogan Lovells Presenters: Eric Winthrop, Houlihan Lokey, Margaret Parker-Yavuz, Akin Gump Strauss Hauer & Feld LLP, Timothy Gravely, Aquiline Capital Partners Knives Out – Anatomy of “Liability Management” Transactions / Creditor-on-Creditor […]
Session 5: Lessons in Ethics from Caesar’s Entertainment’s “liability management” Transactions
Event: 2022 Fall Annual Meeting and Education Conference Panel Date: Thursday, October 20, 2022 Panel Time: 2:15 PM – 3:45 PM ET Moderator: Max Frumes, co-author of “The Caesar’s Palace Coup” Presenters: Sujeet Indap, co-author of “The Caesar’s Palace Coup”, James Millar, Faegre Drinker Biddle & Reath LLP, Nicole Greenblatt, Kirkland & Ellis LLP 21 – “Know […]
Session 6: Cryptocurrency, NFTs and Other Digital Assets
Event: 2022 Fall Annual Meeting and Education Conference Panel Date: Thursday, October 20, 2022 Panel Time: 4:00 PM – 5:00 PM ET Moderator: Charles Calloway, Chapman and Cutler LLP Presenters: Edwin Smith, Morgan, Lewis & Bockius LLP, Elizabeth Schubert, Sidley Austin LLP, Sandra Rocks, Cleary Gottlieb The Social Network – Cryptocurrency, NFTs and Other Digital Assets If […]
Session 7: Alternative Ways to Source Investments
Event: 2022 Fall Annual Meeting and Education Conference Panel Date: Friday, October 21, 2022 Panel Time: 8:30 AM – 9:30 AM ET Moderator: Melody Cross, Prudential Financial, Inc. Presenters: Angus Whelchel , Moelis & Company, Greg Addicks , Voya Investment Management, Laura Albrecht, Maranon Capital, L.P. The Town – Alternative Ways to Source Investments Competition in the market […]
Session 8: ESG
Event: 2022 Fall Annual Meeting and Education Conference Panel Date: Friday, October 21, 2022 Panel Time: 9:45 AM – 11:00 AM ET Moderator: Brenda Page, The Hartford Financial Services Group, Inc. Presenters: Allan Marks , Milbank LLP, Liz Thorne, SLC Management, Sukhvir Basran, Hogan Lovells Good Will Hunting – ESG This panel will save you from spending […]
Session 9: Aircraft Financings
Event: 2022 Fall Annual Meeting and Education Conference Panel Date: Friday, October 21, 2022 Panel Time: 11:00 AM – 12:00 PM ET Moderator: Jasmine Ball, Debevoise & Plimpton LLP Presenters: David Botter, Akin Gump Strauss Hauer & Feld LLP, Ginger Hughes, Seabury, Mehtap Cevher Conti, Hogan Lovells The Langoliers – Aircraft Financings Skies are clear and you […]
2022 Fall Annual Meeting and Education Conference
What To Do In Boston
Helpfully Compiled by Danielle Maksimow (Norton Rose) Looking for things to do in Boston in October? When the hardest part of your vacation is deciding which of the many attractions to visit, you know you chose the right destination. Boston is one of such places, so while you are there for Thursday and […]
Session 1: A Whole New Market? – Market Update
Event: 2022 Spring Investment Forum Panel Date: Thursday, April 7th, 2022 Panel Time: 8:45 AM – 9:45 AM CT Moderator: Clara Pauw, Chapman and Cutler LLP Presenters: Stephanie Acheson, KeyBanc Capital Markets, Chris Oberholtzer, BofA Securities, Inc. A Whole New Market? – Market Update Are we done soaring, tumbling and freewheeling through Covid yet? Let our […]
Session 2: In the Grip, Grip, Grip of the REIT Legacy Market
Event: 2022 Spring Investment Forum Panel Date: Thursday, April 7th, 2022 Panel Time: 9:45 AM – 10:45 AM CT Moderator: Brendan Kelly, New York Life Insurance Company Presenters: Joseph L. Pagliari, Jr., Ph.D., CFA, CPA, The University of Chicago, Michael La Fleur, TD Securities (USA) LLC, Jerry Kokal, U.S. Bancorp In the Grip, Grip, Grip of […]
Session 3: NAIC Knows Best
Event: 2022 Spring Investment Forum Panel Date: Thursday, April 7th, 2022 Panel Time: 11:15 AM – 12:15 PM CT Moderator: Christopher Lawrence, Akin Gump Strauss Hauer & Feld LLP Presenters: Sasha Kamper, Apollo Global Management, Inc., Tracey Lindsey, Nationwide NAIC Knows Best Listen to your panelists – on your own you may not survive the new […]
Session 4: Legal and Structuring Considerations in Private ABS
Event: 2022 Spring Investment Forum Panel Date: Thursday, April 7th, 2022 Panel Time: 1:30 PM – 2:30 PM CT Moderator: Leah Sanzari, Orrick Presenters: Katy Berger, King & Spalding LLP, Faisal Kassam, Kuvare Insurance Services, Paul Carroll, CFA, MetLife Investment Management, Enzo Incandela, Kuvare Insurance Services Legal and Structuring Considerations in Private ABS I wonder why […]
Session 5: Impact in Private Placements
Event: 2022 Spring Investment Forum Panel Date: Thursday, April 7th, 2022 Panel Time: 2:30 PM – 3:45 PM CT Moderator: Julia Singh, Greenberg Traurig, LLP Presenters: Jeffrey Hughes, Ares Management Corporation, Jamie Kocis, Kramer Levin Naftalis & Frankel LLP, Kristine Larson, Allianz Investment Management, Erica Elsasser, KeyBanc Capital Markets Impact in Private Placements Institutional investors have fully […]
Session 6: The Infrastructure Door is Finally Open – H.R. 3684 – Infrastructure Investment and Jobs Act and Effects on Market Players
Event: 2022 Spring Investment Forum Panel Date: Thursday, April 7th, 2022 Panel Time: 4:15 PM – 5:30 PM CT Moderator: Omar Woodard, Results for America Presenters: Mansi Patel, MetLife Investment Management, Luke Fernandes, Swiss Re Management (US) Corporation, Susan Lent, Akin Gump Strauss Hauer & Feld LLP The Infrastructure Door is Finally Open – H.R. 3684 […]
Session 7: Candid Conversations About the Challenges of Predesignated Counsel alongside the Ethics Rules
Event: 2022 Spring Investment Forum Panel Date: Friday, April 8th, 2022 Panel Time: 8:30 AM – 9:45 AM CT Moderator: Heather Wenzel, Morgan, Lewis & Bockius LLP Presenters: Michael Urschel, King & Spalding LLP, William Bulmer, Prudential Private Capital, Abhishek Gupta, BofA Securities, Inc. Candid Conversations About the Challenges of Predesignated Counsel alongside the Ethics Rules […]
Session 8: Return to the Bare Necessities of the Private Placement Market
Event: 2022 Spring Investment Forum Panel Date: Friday, April 8th, 2022 Panel Time: 9:45 AM – 10:45 AM CT Moderator: Owen Zingraff, Barings LLC Presenters: R. Brendan Olin, Unum Group, Mark Sternberg, ArentFox Schiff LLP, Ann King, SLC Management Return to the Bare Necessities of the Private Placement Market While it may seem simple, the basics of […]
Session 9: Digging Deeper to Diversity – Diversity in Private Placements – Strengthening the Future Pipeline – Ethics
Event: 2022 Spring Investment Forum Panel Date: Friday, April 8th, 2022 Panel Time: 11:00 AM – 12:15 PM CT Moderator: Fellicia Foster , BMO Harris Bank Presenter: Andrea Zopp, Cleveland Avenue Digging Deeper to Diversity – Diversity in Private Placements – Strengthening the Future Pipeline – Ethics Surface talk does not cut it anymore. If an […]
2022 Spring Investment Forum
Session 1: The New (Ab)Normal – Market Update
Event: 2021 Virtual Fall Annual Meeting and Education Conference Panel Date: Wednesday, October 13, 2021 Panel Time: 1:15 PM – 2:45 PM EST Moderator: Jason Feintuch, Houlihan Lokey Presenters: Randy Brown, Sun Life Financial, Anthony R. Malloy, New York Life Insurance Company, Richard E. Buckley, Prudential Financial, Neha Shah, Houlihan Lokey The New (Ab)Normal – […]
Session 2: PE Funds: Recent Terms & More
Event: 2021 Virtual Fall Annual Meeting and Education Conference Panel Date: Wednesday, October 13, 2021 Panel Time: 3:00 PM – 4:15 PM EST Moderator: F. Jamal Fulton, Cleary Gottlieb Steen & Hamilton LLP Presenters: Barbara Niederkofler, Akin Gump Strauss Hauer & Feld LLP, Chiraag Kumar, MetLife, Eric Mansell, Adam Street Partners, LLC PE Funds: Recent Terms […]
Session 3: Ethical Traps for the Investment Practitioner
Event: 2021 Virtual Fall Annual Meeting and Education Conference Panel Date: Wednesday, October 13, 2021 Panel Time: 4:30 PM – 5:30 PM EST Moderator: Christine L. Rittberg, Northwestern Mutual Presenters: John B. Harris, Frankfurt Kurnit Klein & Selz, Trisha M. Rich, Holland & Knight LLP Ethical Traps for the Investment Practitioner Panelists will discuss scenarios […]
Session 4: ESG: The New Wave of Investing
Event: 2021 Virtual Fall Annual Meeting and Education Conference Panel Date: Thursday, October 14, 2021 Panel Time: 10:30 AM – 11:30 AM EST Moderator: Stacey H Mitchell, Akin Gump Strauss Hauer & Feld LLP Presenters: Kimberly T. Stepancic, CFA, New York Life Insurance Company, Radhika Shroff, Nuveen, Martin Muoto, SoLa Impact ESG: The New Wave of […]
Session 5: Beyond Scratching the Diversity Surface
Event: 2021 Virtual Fall Annual Meeting and Education Conference Panel Date: Thursday, October 14, 2021 Panel Time: 11:45 AM – 1:00 PM EST Moderator: Myra Michail, John Hancock Financial Services Presenters: Marin Lorenson, The Hartford, Tammy Mata, Valley National Bank Beyond Scratching the Diversity Surface Many firm leaders responded to the George Floyd / BLM […]
Session 6: Going Digital
Event: 2021 Virtual Fall Annual Meeting and Education Conference Panel Date: Thursday, October 14, 2021 Panel Time: 1:30 PM – 2:30 PM EST Moderator: Natalie S. Lederman , Sullivan & Worcester LLP Presenters: Joy Batra, Syndicate Protocol, Daniel N. Budofsky, Pillsbury Winthrop Shaw Pittman LLP, Steve Kurz, Galaxy Digital Going Digital Panelists will discuss investing […]
2021 Virtual Fall Annual Meeting and Education Conference
Session 1: Latin American Investments / Market Update
Event: 2021 Virtual Spring Investment Forum Panel Date: Wednesday, April 14, 2021 Panel Time: 1:15 PM – 2:30 PM EST Moderator: Scott Barnett, PGIM Private Capital Presenters: Elicia Ling, Paul Hastings LLP, Josh Winchester, Voya Investment Management LLC, Margaret Parker-Yavuz, Akin Gump Strauss Hauer & Feld LLP, Edward Reznik, Sumitomo Mitsui Financial Group One Hundred […]
Session 2: Generational Diversity in the Workplace
Event: 2021 Virtual Spring Investment Forum Panel Date: Wednesday, April 14, 2021 Panel Time: 2:45 PM – 4:00 PM EST Moderator: Nicole Windsor, Chapman and Cutler LLP Presenter: Chris De Santis, Independent Consultant The Catcher in the Rye, by J.D. Salinger “You’ll learn from them—if you want to. Just as someday, if you have something […]
Session 3: Wiring and Funding Process – Risks and Mitigants
Event: 2021 Virtual Spring Investment Forum Panel Date: Wednesday, April 14, 2021 Panel Time: 4:30 PM – 5:30 PM EST Moderator: Brendan Kelly, New York Life Insurance Company Presenters: Matthew Gabrys, The Northwestern Life Insurance Company, James Tedman, ACA Aponix, Michael Abatemarco, BNY Mellon The Secret Garden, by Frances Hodgson Burnett “Of course there must […]
Session 4: Sports Financing / Market Update
Event: 2021 Virtual Spring Investment Forum Panel Date: Thursday, April 15, 2021 Panel Time: 10:00 AM – 11:15 AM EST Moderator: Anthony Lauro, The Hartford Financial Services Group, Inc. Presenters: Anthony Yager, Chapman and Cutler LLP, Sean Monahan, Choate Hall & Stewart LLP, Aron Davidowitz, New York Life Investments, Stacy J. Sonnenberg, Goldman Sachs The […]
Session 5: Insider Trading: Perspectives From Across The Table
Event: 2021 Virtual Spring Investment Forum Panel Date: Thursday, April 15, 2021 Panel Time: 11:30 AM – 12:30 PM EST Moderator: Tammy Lam, Greenberg Traurig, LLP Presenters: David Miller, Greenberg Traurig, LLP The Trial, by Franz Kafka “The right understanding of any matter and a misunderstanding of the same matter do not wholly exclude each […]
Session 6: Energy Transactions – Legal and Commercial Issues / Market Update
Event: 2021 Virtual Spring Investment Forum Panel Date: Thursday, April 15, 2021 Panel Time: 1:00 PM – 2:15 PM EST Moderator: Olamide Bello, CFA, Voya Investment Management LLC Presenters: Paul Caruso, Allstate Investments, John Knox, Hartford Investment Management Company, Michael Kizer, GLC Advisors & Co., LLC, Andrea Lucan, Allen & Overy LLP Wuthering Heights, by […]
2021 Virtual Spring Investment Forum
January 2021 CLE Event – An Introduction to the Issues and Challenges for Environmental, Social and Governance (“ESG”) Investing
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
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 […]
Session 6: Diversity, Equity, Inclusion and Belonging: How Lawyers and the Legal Profession Answer the Call to Action
Event: 2020 Virtual Fall Annual Meeting and Education Conference Panel Date: Thursday, October 15, 2020 Panel Time: 1:15 PM – 2:30 PM EST Moderator: Nikki Lewis Simon, Greenberg Traurig, P.A. Presenters: Sarah W. Pauls, JPMorgan Chase & Co., Angela D. Harrell, Voya Financial, Akinyemi T. Akiwowo, Morgan Stanley Law firms and corporate legal departments are […]
Session 5: Third Party Asset Management
Event: 2020 Virtual Fall Annual Meeting and Education Conference Panel Date: Thursday, October 15, 2020 Panel Time: 12:00 PM – 1:00 PM EST Moderator: Noelle Sproul, Nuveen, LLC Presenters: Michael K. Renetzky, Locke Lord LLP, John Hunt, Sullivan & Worcester LLP, Jeffrey Hall, Nuveen, LLC With many insurance companies now utilizing affiliated investment managers, the […]
Session 4: Impact of COVID-19 – Present and Future
Event: 2020 Virtual Fall Annual Meeting and Education Conference Panel Date: Thursday, October 15, 2020 Panel Time: 10:30 AM – 11:45 AM EST Moderator: Ann C. King, Sun Life Capital Management (U.S.) LLC Presenters: Michael J. Reilly, Morgan Lewis & Bockius LLP, Lyuba Petrova, Fitch Ratings, Ayesha Chatterjee, King & Spalding LLP This panel will […]
Session 3: The New Normal of Working From Home
Event: 2020 Virtual Fall Annual Meeting and Education Conference Panel Date: Wednesday, October 14, 2020 Panel Time: 4:00 PM – 5:00 PM EST Moderator: Deborah A. Winokur, Cozen O’Connor Presenters: Diana K. Ashton, Finnegan, Henderson, Farabow, Garrett & Dunner LLP, Keturah Pestel, CFE, FLMI, Thrivent Financial This session will explore practical ramifications of working from […]
Session 2: Market Update: State of Market / NAIC / LIBOR Transition
Event: 2020 Virtual Fall Annual Meeting and Education Conference Panel Date: Wednesday, October 14, 2020 Panel Time: 2:30 PM – 3:45 PM EST Moderator: Chip Fisher, Akin Gump Strauss Hauer & Feld LLP Presenters: Mark B. Williams, Bank of America Merrill Lynch, David Wagner, Houlihan Lokey, Sasha Kamper, CFA, American Equity Investment Life Holding Company […]
Session 1: Public-Private Partnership (P3)
Event: 2020 Virtual Fall Annual Meeting and Education Conference Panel Date: Wednesday, October 14, 2020 Panel Time: 1:15 PM – 2:15 PM EST Moderator: Lonneke M. Purucker, Aegon Asset Management Presenters: Mike Pikiel, Winston & Strawn LLP, David LaSota, Greenberg Traurig, LLP, Paul Epstein, Shearman & Sterling LLP With continued increase in P3 financing, this […]
August 2020 CLE Event – Challenges With Documentation of Airport Transactions and Aircraft Financing Enforcement, Remedies and Documentation
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
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
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 […]
2020 Spring Investment Forum
Canceled: ACIC 2020 Spring Investment Forum The ACIC has been closely monitoring the Centers for Disease Control and Prevention and World Health Organization’s statements regarding the novel coronavirus (COVID-19). After careful deliberation, the College has decided to cancel the 2020 Spring Investment Forum that was set to take place at The Four Seasons Chicago, […]
Session 1: Varying Structures and Motives of Investors Investing in Certain Asset Classes
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Session 2: Market Update – Recent Trends and Forward Outlooks in Each Market Highlighted in Track One
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Session 3: “Model Form Adjacent” Discussions: New Developments in Private Placement Practice
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Session 4: Interview with Michele Coleman Mayes
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Session 5: Private Equity and Regulatory Spotlight
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Session 6: The Inside Story of One of the Largest Insider Trading Prosecutions in History – Direct from Tipper X
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Session 7: Restructuring Case Panel – Valuing and Restructuring Distressed Companies in the Face of Operational Headwinds
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Session 8: Board Service – Risks & Duties When Serving on a For-Profit Board
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Session 9: Board Service – Discussion of Particular Challenges Faced in a Secured, Cross-Border Financing
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Session 1: Market Update with Regulatory Update
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Session 2: Navigating MNPI Issues as Institutional Investors
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Session 3: Top NPA Pitfalls with Regulatory Update
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Session 4: Ethics
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Session 5: Project Finance 201
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Session 6: Comparative Restructuring – Australia and the United States with Regulatory Update
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Session 7: Trends in Private Equity Fund Investments
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Session 8: Things I Wish I Knew Starting Out
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Session 9: Integrating Pro Bono into Transactional Practice
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Session 1: Market Update
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Session 2: Blockchain – Payment Applications and Other Uses
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Session 3: Derivatives – Credit Default Swap Case Studies
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Session 4: Restructuring Mini Debates
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Session 5: Sanctions
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Session 6: Amendments – What’s the Protocol
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Session 7: Ethics – #MeToo
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Session 8: Retail
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Session 9: Effect of US Tax Law Changes
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Session 10: Ethics – Opinions and Advance Waivers
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Session 1: Market Washington Update
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Session 2: Private Equity – Mezzanine Part I: Issuer Identity Structure, Financial Analysis and Deal Documentation
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Session 3: Energy Industry Landscape Changes and Financing Opportunities
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Session 4: Project Finance in the Private Placement Market – Search for Long-Term Yield in Power Sector
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Session 5: Private Equity – Mezzanine Part II: Private Equity Investments and Acquisition Financing
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Session 6: Ethics Panel – Anti-Bias and Diversity Intiatives
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Session 7: Case Study – Restructuring and Intercreditor Issues
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Session 8: Update – Private Ratings, Europe & Swaps
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Session 9: Ethics Panel – From Rules to Reality – How to Comply
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Session 1: Market Update – General State of the Marketplace, Global Developments, The Issuer’s Perspective – Bring in da Noise, Bring in da Fun Copy
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Session 2: Market Update – General State of the Marketplace, Global Developments, The Issuer’s Perspective – Bring in da Noise, Bring in da Fun
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Session 3: Private Equity 201 – Funds Like It Hot
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Session 4: What’s New with the Securities Valuation Office of the NAIC – Newsies vs. Oldsies
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Session 5: The 4 C’s Facing Registered Investment Advisers: Custody, Cross-Trades, Conflicts and Compliance – That’s Yours, This is Mine
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Session 6: Make Whole: Reflections From the Front Lines – War Painted
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