Auction-Rate Securities Under Attack

Strategies for Pursuing and Defending Claims Against Broker–Dealers

Recording of a 90-minute CLE teleconference with Q&A


Conducted on Wednesday, July 9, 2008
Recorded event now available


Description

Investors in auction-rate securities are increasingly filing lawsuits and pursuing arbitration against broker–dealer companies that sold them the products, alleging the companies deceived them into believing that auction-rate securities were liquid investments that could be quickly sold.

Additionally, the government is aggressively investigating the auction-rate securities business of many broker–dealer companies. Auction-rate securities were a $330 billion market that collapsed in February amid the credit market crisis.

The lawsuits raise issues of fraud, failure to disclose and conflict of interest. Obtaining class certification and proving damages will be difficult for investors. It is critical that counsel for investors and broker–dealers prepare a solid litigation strategy for prevailing in the lawsuits.

Listen as our panel of attorneys — representing both investors and broker–dealers — reviews the status of government enforcement efforts and the pending lawsuits and offers counsel best practices for prevailing in claims.

Outline

  1. Current government enforcement efforts
  2. Status of pending lawsuits and arbitration proceedings
    1. Allegations/theories
    2. Damages sought
  3. Class certification and litigation challenges — plaintiff and defense perspective
    1. Mandatory arbitration clauses
    2. Meeting predominance and superiority requirement
    3. Proving liability
    4. Will the market correct the problem?
  4. Strategies for prevailing in claims — plaintiff and defense perspective

Benefits

The panel reviewed these and other key questions: 

  • What is the basis for legal claims regarding auction-rate securities?
  • What challenges will investors' counsel face in obtaining class certification for auction-rate securities cases?
  • What strategies can investors' and broker–dealers' counsel employ to prevail in auction-rate securities claims?
  • How are government agencies addressing the allegations against broker–dealer companies?

Faculty

Robert Stern, Partner
O'Melveny & Myers, Washington, D.C.

He is a litigator with extensive experience litigating major state and federal actions. He has particular experience in securities class action cases.

Daniel C. Girard, Managing Partner
Girard Gibbs, San Francisco

He has successfully prosecuted over 75 class action matters. He coordinates the securities, antitrust and consumer legal matters handled by the firm.

Ordering

Online CLE - Audio Recording

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Online CLE Audio $149.00
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Recorded Event

Includes full event recording plus handouts (available after live seminar).

CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, HI, MO, MT, NY, TX, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, GA, ID, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com.

MP3 Download (Audio Only) $49.00
Available 24 hours after the live event

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CD $49.00 plus $9.45 S&H
Available ten business days after the live event

Program Materials

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Program Materials

Requires Adobe Reader 8 or later. Download Acrobat FREE.

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Customer Reviews

Speakers were knowledgeable enough to talk about the subject matter in an easily digestible manner.

Daniel M. Cleary

Gotham Insurance/New York Marine & General Insurance

The program material was very well organized and thorough.

Laura Buckley

Higgs, Fletcher & Mack

A focused presentation offering practical information in a concise format.

Una Kang

Saiber

I attend a lot of these lectures and Strafford's presentation addressed important issues I rarely hear about. I really learned something for a change.

Rebekah J. Poston

Squire, Sanders & Dempsey

The presenters were lucid, articulate, and informative. The seminar exceeded my expectations.

Irvin Slate

Slate Law Office

or call 1-800-926-7926

Finance Law Advisory Board

Anne Lee Benedict

Partner

Gibson Dunn & Crutcher

Mark N. Berman

Partner

Nixon Peabody

Willa Cohen Bruckner

Partner

Alston & Bird

Laura D. Richman

Counsel

Mayer Brown

Robert M. Stern

Partner

O’Melveny & Myers

or call 1-800-926-7926

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