Structuring Prepayment Transactions in the Commodities Markets
Key Issues in Documentation, Credit Support & Third-Party Financing for Purchase and Deliv...
February 11, 2021 • CLE • Live Webinar
This CLE webinar will analyze the structuring and documentation of prepayment transactions utilized in the commodities markets by purchasers and suppliers. The panel will discuss the benefits of prepayment structures and strategies for mitigating the associated risks.
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Recurring Revenue Financing: Structuring, Documentation, and Financial Covenants
Alternative Financing for Early Stage Growth Companies
February 18, 2021 • CLE • Live Webinar
This CLE webinar will examine the unique characteristics of recurring revenue financing (RRF), and the issues lenders and borrowers should consider in structuring recurring revenue transactions. The panel will also discuss how the conversion of such transactions to more conventional earnings-based f...
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Swaps in Commercial Finance Transactions: Coordinating Loan Terms With the ISDA Master Agr...
Documenting Covenants, Security, Voting and Control, Reporting, and Regulatory Issues
March 17, 2021 • CLE • Live Webinar
This CLE webinar will guide finance counsel on how interest rate swaps and other derivative products are used to hedge risk in loan transactions, how derivatives terms are appropriately integrated into loan documentation, and how to document the swap transaction to ensure consistency with the loan.
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PPP Loan Forgiveness: Appealing Adverse Rulings, Responding to SBA Loan Audits
January 7, 2021 • CLE • CLE On-Demand, Download
This CLE webinar will guide attorneys on appealing an adverse lender decision on PPP loan forgiveness. The panel will also discuss the SBA audit process after loan forgiveness has been determined and how to file an appeal of an adverse SBA audit. The discussion will include a regulatory update and a...
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Default Interest, Late Fees, and Prepayment Premiums: Drafting and Enforcement
Hot Button Issues for Lenders on Acceleration, Enforceability in Bankruptcy, Lessons From...
November 23, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will examine loan provisions that can become critically important in an event of default, including notice and cure, acceleration, default interest, late fees, and prepayment or "make-whole" premiums. The panel will also discuss pitfalls to avoid in enforcement of these provisions a...
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Structuring Unitranche Facilities: Key Terms of AALs
Tranching, Payment Waterfalls, Interest and Fees, Voting, Buyouts, Standstill Provisions,...
November 19, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will discuss structuring and negotiating key terms of the agreement among lenders (AAL) in a unitranche facility, focusing on tranching, payment waterfalls, interest and fees skims, voting, buyouts, remedies, standstill provisions, and assignments. The program will also discuss the...
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E-Signatures and Electronic Documents in Commercial Lending: Complying With ESIGN, UETA, I...
Navigating Issues of Enforceability, Authentication of E-Signatures, and Admissibility
November 4, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will provide counsel with an examination of recent legal trends and developments impacting commercial documentation and signatures sent via email, text messaging, or other forms of electronic communication, with a focus on loan documentation. The panel will examine legal and practic...
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Letters of Credit: ISP98 Forms, UCC Article 5, UCP, Draw Procedures, and More
Drafting Commercial vs. Standby, Conditional vs. Unconditional, Limited Term vs. Evergreen...
September 3, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will prepare counsel to draft and review commercial and standby letters of credit (LCs) that comply with Article 5 of the UCC as well as rules of practice, including International Standby Practices 1998 (ISP98) and Uniform Customs and Practice for Documentary Credits (UCP). The pane...
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Debt Restructuring and Repurchases: Tax Implications for Borrowers and Lenders
July 23, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will examine the U.S. federal income tax issues associated with debt restructurings and workouts, including loan modifications, debt refinancings, and the acquisition of outstanding portfolio company debt, in today's challenging business environment. The panel will discuss planning...
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Contribution Agreements: Joint Liability and Rights of Contribution Under Loan Guaranties
Partial Guaranties, Nonrecourse Carveouts, Asserting Defenses
July 7, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will analyze the contribution obligations of co-guarantors after a borrower defaults on a loan and how a contribution agreement can clarify those obligations. The panel will discuss various actions or circumstances which should be addressed, including partial guaranties, bad acts wh...
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Structuring Commercial Loan Term Sheets, Proposals and Commitment Letters: Key Terms for L...
Avoiding Unintended Consequences, Limiting Drafting Ambiguity
June 25, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will provide commercial finance counsel with guidance on using and analyzing term sheets, proposals, and commitment letters in commercial finance transactions. The panel will explain the potential risks associated with their usage and provide best practices for minimizing those risk...
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Private Equity GP and Employee Co-Investment Credit Facilities, Management Lines of Credit
Due Diligence, Structuring and Documentation; Role of Sponsor, Administrative Issues
June 10, 2020 • CLE • CLE On-Demand, Download
The CLE webinar will outline the key considerations in structuring management lines of credit, general partner (GP) financing, and employee co-investment facilities within private equity funds. The panel will discuss collateral security packages, fund obligations, administrative concerns, common poi...
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Opinions of Counsel in Lending Transactions: Scope and Assumptions, Substantive Opinions,...
Structuring Third-Party Opinion Letters to Lenders Which Minimize Risks to the Preparer
May 27, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will provide legal practitioners with practical advice about developing a process for the preparation of opinion letters and the typical language included in standard opinions requested in commercial finance transactions. The panel will review the common elements of an opinion lette...
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Drafting Indemnification Provisions in Commercial Loan Transactions
Triggering Events, Damages Covered, Standard of Care, Indemnities in Syndicated Loans
March 31, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will provide an analytical framework for drafting and negotiating indemnity provisions in commercial loan agreements. The panel will discuss the types of indemnities typically found in commercial finance transactions and the use of insurance as a substitute or a supplement to indemn...
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Credit Support in Fund Finance: Documentation and Enforcement
February 11, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will examine three types of credit support packages that lenders may consider when lending to a private investment fund (Fund). The panel will discuss the credit support features of unfunded equity capital commitments of limited partners (capital commitments), a guaranty and an equi...
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Structuring Leveraged Loans: Tax Concerns, Multinational Entities
Section 956 Deemed Dividend Rules, Limits on Interest Deductions, Tax Distributions, Corpo...
January 21, 2020 • CLE • CLE On-Demand, Download
This CLE webinar will examine the impact of tax reform on leveraged financing transactions. The panel discussion will include how the new law might affect credit support between affiliates in multinational enterprises, structuring and placement of debt, interest deductibility, and provisions regardi...
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Structuring Agreements Among Lenders in Unitranche Loan Facilities: New LSTA Form
Tranching, Payment Waterfalls, Interest and Fees, Voting, Buyouts, Standstill and Assignme...
August 22, 2019 • CLE • CLE On-Demand, Download
This CLE webinar will discuss structuring and negotiating key terms of the agreement among lenders (AAL) in a unitranche facility, focusing on tranching, payment waterfalls, interest and fees skims, voting, buyouts, remedies, standstill provisions, and assignments. The program will also discuss the...
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Secured Lending Transactions: Anti-Assignment Provisions; 'Best Efforts'; 'Ordinary Course...
Documenting UCC Security Interests in Assets Subject to Anti-Assignment Clause, Interpreti...
May 23, 2019 • CLE • CLE On-Demand, Download
This CLE webinar will guide counsel on drafting and interpreting exclusions from collateral for contracts and other assets that are subject to restrictions on being pledged by the loan parties. This CLE webinar will also help counsel interpret loan document terms that are often not adequately unders...
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Changing Bank Capital Rules: Impact on Loan Structures and Loan Documentation
Yield Protection and Increased Costs Provisions, Transfer Restrictions, Purpose Clauses, H...
May 2, 2019 • CLE • CLE On-Demand, Download
This CLE webinar will cover upcoming changes to the U.S. bank capital rules as well as and how they will impact the commercial lending landscape. The panel will discuss how loan structures and loan documentation and provisions may be changed by lenders to meet these new requirements.
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Opinions of Counsel in Lending Transactions: Scope and Assumptions, Substantive Opinions,...
Structuring Third-Party Opinion Letters to Lenders Which Minimize Risks to the Preparer
April 25, 2019 • CLE • CLE On-Demand, Download
This CLE webinar will provide legal practitioners with practical advice about developing a process for preparation of opinion letters and the typical language included in standard opinions requested in commercial finance transactions. The panel will review the common elements of an opinion letter, h...
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Commercial Loan Guaranties: Drafting and Enforcing Corporate and Personal Guaranties and N...
Best Practices for Lenders and Guarantors In and Outside Bankruptcy
March 20, 2019 • CLE • CLE On-Demand, Download
This CLE webinar will provide finance counsel with an analysis of the enforceability of loan guaranties, including bad boy agreements in bankruptcy. The panel will also discuss potential liabilities for the lender and common defenses, and outline best practices for lenders and guarantors to enforce...
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Structuring Covenants in Leveraged Loans and High-Yield Bonds for Borrowers and Lenders
Additional Debt Covenants, Equity Cures, Builder Baskets, Restricted Subsidiaries, Events...
November 20, 2018 • CLE • CLE On-Demand, Download
This CLE webinar will examine current market terms and conditions for leverage loans and high-yield bonds, and characteristics common to each type of financing. The panel will discuss various covenants, including additional debt provisions, equity cures, builder baskets, and other key terms and cond...
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Warehouse Lines of Credit: Drafting Financing Agreements, Custodial Agreements, Reps and W...
Perfecting a Security Interest in Mortgage Loans, Analyzing Repurchase Obligations, Bankru...
November 7, 2018 • CLE • CLE On-Demand, Download
This CLE program will examine how a warehouse line of credit is documented between a mortgage loan originator and its warehouse lender, the representations and warranties made by the loan originator, and the remedies for breaches. The panel will also discuss the perfection of the lender's security i...
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ERISA Considerations in Structuring Credit Facilities with Private Investment Funds
Representations, Warranties and Covenants to Ensure Compliance
August 15, 2018 • CLE • CLE On-Demand, Download
This CLE webinar will outline ERISA considerations for lenders providing subscription and other credit facilities to private investment funds that have pension funds, retirement plans and other ERISA-regulated entities as investors. The panel discussion will include descriptions of the representatio...
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Litigation Finance: Structuring Third-Party Funding of High Cost Claims
Underwriting, Investment Terms, Documentation, Conflict of Interest and Disclosure Issues
April 17, 2018 • CLE • CLE On-Demand, Download
This CLE webinar will examine the options available to litigators to finance litigation costs and how third-party investors underwrite and structure funding arrangements. The panel will also discuss issues associated with third-party involvement, including undue influence, conflicts of interest and...
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Opinions of Counsel in Cross-Border Financial Transactions
Reconciling U.S. Customary Practice with Non-U.S. Expectations; Assumptions & Qualications...
September 20, 2017 • CLE • CLE On-Demand, Download
This CLE webinar will provide a framework for U.S. attorneys to give opinions in cross-border transactions, including enforceability, authority, choice of law, dispute resolution, no violation of U.S. law, and more. The panel will discuss how differences in custom and practice between U.S. and non-U...
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Structuring Merchant Cash Advances: Alternative Financing for Emerging Companies, Lessons...
Documenting True Sale and Contingent Payments; Avoiding Loan Categorization; UCC, Licensin...
August 23, 2017 • CLE • CLE On-Demand, Download
This CLE webinar will equip finance counsel to structure and document merchant cash advance transactions. The panel will discuss recent cases that distinguish merchant cash advances (MCAs) from conventional loans, and outline best practices for avoiding loan categorization, perfecting a UCC security...
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Basel III Capital Retention Requirements: Impact on Loan Structures and Loan Documentation
Structuring Yield Protection and Increased Costs Provisions, Transfer Restrictions, Purpos...
May 4, 2017 • CLE • CLE On-Demand, Download
This CLE webinar will discuss current Basel III standards and how they have impacted the commercial lending landscape. The program will look at the impact of the standards on terms and conditions of loan structures and loan documentation provisions that have been changed by lenders to meet Basel III...
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Secured Lending: Negotiating and Interpreting Best Efforts, Ordinary Course of Business, a...
Documenting Grant of Security Interest in Assets Subject to Anti-Assignment Clause and Int...
March 2, 2017 • CLE • CLE On-Demand, Download
This CLE webinar will provide guidance on structuring anti-assignment clauses in secured debt financing agreements and interpreting financing agreement terms that are often not properly understood, including "ordinary course of business," "best efforts," "reasonable best efforts" and "commercially r...
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Swap Collateral Documentation and the New Final Margin Regulations for Uncleared Swaps
Preparing for Profound Changes to Swap Activities, Revising Collateral Documentation to Co...
September 29, 2016 • CLE • CLE On-Demand, Download
This CLE webinar will analyze the newly finalized regulations regarding uncleared swap margin requirements, how the new changes impact the ability of financial institutions to enter into over-the-counter swaps generally, and how collateral documentation will need to be revised to ensure that derivat...
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Asset-Based Lending and Structured Finance: Isolation of Assets, Bankruptcy-Remote Structu...
What Traditional Lenders Should Know About the Application of Structured Finance Technique...
September 1, 2016 • CLE • CLE On-Demand, Download
This CLE webinar will address the basics of structured finance facilities, including isolation of assets, bankruptcy-remote structures and waterfall technology.The program will focus on understanding these facilities and - in particular - their importance and application inside a capital structure t...
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Distressed Loan Workouts: How Equity Cure Rights Work, Negotiating Loan Restructuring and...
Curing and Addressing Financial Covenant Breaches From Lender and Borrower Perspectives
August 18, 2016 • CLE • CLE On-Demand, Download
This CLE webinar will provide counsel with strategies for restructuring a distressed loan, focusing on equity cure rights and loan amendment and modification techniques. The program will discuss strategies from the perspectives of both lenders and borrowers to execute a successful and efficient work...
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Equity Financing: Using Stocks, Bonds, Mutual Funds and Other Investment Vehicles as Colla...
Navigating the Interplay of Regulations U and X, Rule 144, and UCC Articles 8 and 9 for Le...
July 21, 2016 • CLE • CLE On-Demand, Download
This CLE webinar will prepare business and finance counsel in structuring loan transactions in which stock, bonds, mutual funds and other investment vehicles are used as collateral to secure the loan. The program will address how to properly perfect the security interests while complying with Regula...
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Unraveling Bank Regulatory Developments Affecting Lending: Leveraged Lending Guidance, Bas...
Navigating Changes in the Long-Term Lending, Leveraged Lending, Securities Finance and Rep...
September 10, 2015 • CLE • CLE On-Demand, Download
This CLE webinar will discuss key bank regulatory actions taken designed to address bank capital, leverage and liquidity, particularly the Leveraged Lending Guidance, Capital Requirements, Liquidity Coverage Ratio (LCR) and the Net Stable Funding Ratio (NSFR). The program will focus on the impact of...
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Covenant-Lite Loans: Recent Trends for U.S. Middle Markets and European Markets
Analyzing Elements of Cov-Lite Loans for Borrowers and Lenders
August 28, 2014 • CLE • CLE On-Demand, Download
This CLE webinar will provide banking and commercial finance counsel with an analysis of covenant-lite loans, typical provisions, key elements, how they compare to earlier terms, as well as market trends for U.S. middle market deals and European deals.
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Unitranche Financing for Middle Markets: Loan Facility Structure and Market Trends for Bor...
Structuring Agreements Among Lenders, Maximizing Recovery for First-Out and Last-Out Lende...
June 12, 2014 • CLE • CLE On-Demand, Download
This CLE webinar will discuss the structure of unitranche loan facilities, the differences between unitranche loan facilities and first/second lien facilities and senior/mezz facilities, current trends in the unitranche loan facility "market," and potential enforcement issues with (AALs) after a def...
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Structuring Commercial Loan Documents to Protect Non-Affiliated Lenders
Negotiating and Drafting Provisions Involving Loan Buybacks, Additional Pari Passu Debt, N...
September 18, 2013 • CLE • CLE On-Demand, Download
This CLE webinar will provide commercial finance attorneys with a review of loan buyback provisions, explaining how they can fail to protect non-affiliated lenders and offering approaches to negotiate and draft to address non-affiliated lenders' concerns.
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Keys To Equity Financing: The Compliance Requirements for Lenders and Borrowers
Structuring Loans Secured by Stock, Hedge Fund Shares, 40 Act Companies and Other Investme...
May 23, 2013 • CLE • CLE On-Demand, Download
This CLE webinar will provide business counsel with a review of Regulations U and X, Rule 144, and UCC Articles 8 and 9, focusing on how to structure financing secured by stock, hedge fund shares, 40 Act companies and other investment vehicles.
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Loan Covenants, Events of Default and MAC Clauses
Structuring Effective Credit Agreement Provisions to Maximize Borrower Protection and Lend...
June 26, 2012 • CLE • CLE On-Demand, Download
This CLE webinar will provide borrowers' and lenders' counsel with a review of loan documentation recent trends and best practices for structuring covenants and events-of-default clauses in commercial loans.
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Capital-Raising Alternative for Middle Market Companies: Small Business Administration's S...
Navigating Funding and Licensing Requirements to Access Leverage Commitments
April 24, 2012 • CLE • CLE On-Demand, Download
This CLE webinar will prepare commercial finance counsel to leverage the small business investment company (SBIC) program as a capital raising alternative. The panel will identify when this option is viable, discuss accessing leverage commitments, and outline how to navigate licensing requirements.
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Commitment Letters in Commercial Loans
Borrower and Lender Approaches to Negotiate and Enforce Binding Loan Commitments
March 15, 2012 • CLE • CLE On-Demand, Download
This CLE webinar will provide guidance to counsel for lenders and borrowers on negotiating loan commitment letters. The panel will outline best practices for enforcing loan commitments and resolving disputes.
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