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Fiduciary Duties of Directors and Majority Shareholders; Specialty Areas: A. Tax Considerations

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Recorded on: Jun. 13, 2012

Taken from the Web Program Acquiring or Selling the Privately Held Company 2012 Recorded June, 2012 in New York Fiduciary Duties of Directors and Majority Shareholders; Specialty Areas: A. Tax Considerations [01:30:37] A discussion of the duty of controlling and majority stockholders to minority holders in: Business combinations/sales/mergers Squeeze outs Transactions with affiliated entities A. Tax Considerations Taxable ...

Fundamentals of Broker-Dealer Regulation 2012 -- The Customer Relationship

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From the program: Fundamentals of Broker-Dealer Regulation 2012

Recorded on: Jul. 3, 2012

Taken from the Web Program Fundamentals of Broker-Dealer Regulation 2012 recorded June, 2012 in New York. Lecture Topics  [00:53:20] The Customer Relationship  [00:53:20] Suitability Rules governing the customer account Disclosure The purchase price of this segment includes the following article from the Course Handbook available online: The Customer Relationship Susan S. Krawczyk Redefining ...

Understanding Trademark Law in the Global Marketplace 2012 -- International Searching and Filing Strategies

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From the program: Understanding Trademark Law in the Global Marketplace 2012

Recorded on: Jul. 11, 2012

Taken from the Web Program Understanding Trademark Law in the Global Marketplace 2012 recorded July, 2012 in San Francisco. Lecture Topics  [00:45:50] International Searching and Filing Strategies  [00:45:50] Working with foreign associates to clear marks An in-house counsel perspective - What marks should be registered? Seeking protection in different jurisdictions CTM and Madrid Protocol - alternatives to national ...

Private Equity Forum 2012 (Thirteenth Annual) -- Keynote Address Investment Adviser Act Audits: What is the SEC Looking for?

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From the program: Private Equity Forum 2012 (Thirteenth Annual)

Recorded on: Jul. 12, 2012

Taken from the Web Program Private Equity Forum (Thirteenth Annual) recorded July, 2012 in New York. Lecture Topics  [00:47:58] Keynote Address Investment Adviser Act Audits: What is the SEC Looking for?  [00:47:58] Investment Adviser Act Audits: What is the SEC looking for? The purchase price of this segment includes the following article from the Course Handbook available online: U.S. Securities and Exchange Commission: ...

Class Action Litigation 2012 -- Opt-in/Opt-out Class Actions

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From the program: Class Action Litigation 2012

Recorded on: Jul. 12, 2012

Taken from the Web Program Class Action Litigation 2012 recorded July, 2012 in New York. Lecture Topics  [00:54:35] Opt-in/Opt-out Class Actions  [00:54:35] Key differences between opt-in and opt-out class actions Tips to help achieve conditional class certification Wage and hour class cases in light of Dukes The purchase price of this segment includes the following article from the Course Handbook available ...

How to Choose and Work with Local Law Firms

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Recorded on: Jul. 17, 2012

Taken from the Web Program Doing Deals in and with Emerging Markets: BRIC and Beyond 2012 Recorded July, 2012 in New York How to Choose and Work with Local Law Firms [01:00:51] The pros and cons of working with local counsel Selecting and working with local counsel Facilitating effective communication The purchase price of this segment includes the following article(s) from the Course Handbook available online:

Writing for Transactional Lawyers 2012 -- Fundamentals of Effective Drafting and Transactional Communication

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From the program: Writing for Transactional Lawyers 2012

Recorded on: Aug. 1, 2012

Taken from the Web Program Writing for Transactional Lawyers 2012 recorded July, 2012 in New York. Lecture Topics  [00:54:13] Fundamentals of Effective Drafting and Transactional Communication  [00:54:13] Part A: Focus on Client and Objective ( The In-house Counsel’s Perspective) Discussion of the client’s perspective, expectations, and do’s and don’t’s The in-house corporate attorney’s ...

Defending Immigration Removal Proceedings 2012 -- Winning Waivers

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From the program: Defending Immigration Removal Proceedings 2012

Recorded on: Aug. 15, 2012

Taken from the Web Program Defending Immigration Removal Proceedings 2012 recorded August, 2012 in New York. Lecture Topics  [00:49:01] Winning Waivers  [00:49:01] Introduction to the I-601 waiver Helpful tips for successful waiver applications Establishing extreme hardship The purchase price of this segment includes the following article from the Course Handbook available online: The Waiver of Inadmissibility ...

Courtroom Skills for Pro Bono Attorneys (Free) -- Getting Started: Preparing Your Case for Trial

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From the program: Courtroom Skills for Pro Bono Attorneys (Free)

Recorded on: Sep. 21, 2012

Taken from the Web Program Courtroom Skills for Pro Bono Attorneys 2012 recorded September, 2012 in San Francisco. Lecture Topics  [00:43:45] Getting Started: Preparing Your Case for Trial  [00:43:45] Special concerns when representing pro bono clients Discussion of specific issues related to Unlawful Detainer trial practice Developing a theory and theme of your case Creating a persuasive story at trial Tips ...

Drafting Securities Filings 2012 -- Filings Under the '34 Act

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From the program: Drafting Securities Filings 2012

Recorded on: Oct. 5, 2012

Taken from the Web Program Drafting Securities Filings 2012 recorded September, 2012 in New York. Lecture Topics  [00:45:15] Filings Under the '34 Act  [00:45:15] Registration and filing “triggers” - Sections 12(b), 12(g) and 15(d) - effect of the JOBS Act Section 13 filing requirements Section 14 filing requirements Section 16 filing requirements Company vs. third party filings The purchase ...

Advanced Swaps & Other Derivatives 2012 -- Tax and Accounting

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From the program: Advanced Swaps & Other Derivatives 2012

Recorded on: Oct. 19, 2012

Taken from the Web Program Advanced Swaps & Other Derivatives 2012 recorded October, 2012 in New York. Lecture Topics  [00:53:27] Tax and Accounting  [00:53:27] Recent Tax Court decisions, Anschutz, Calloway New tax legislation addressing withholding on dividend substitutes New tax legislation affecting foreign financial institutions receiving U.S. source income (the QI-2 Rules) The purchase price of this segment ...

Negotiating Commercial Leases: How Owners & Corporate Occupants Can Avoid Costly Errors 2012 -- Changing Lease Forms and Negotiating Tactics in the New Improving Economy

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From the program: Negotiating Commercial Leases: How Owners & Corporate Occupants Can Avoid Costly Errors 2012

Recorded on: Oct. 22, 2012

Taken from the Web Program recorded Negotiating Commercial Leases: How Owners & Corporate Occupants Can Avoid Costly Errors 2012 October, 2012 in San Francisco. Lecture Topics  [00:43:53] Changing Lease Forms and Negotiating Tactics in the New Improving Economy  [00:43:53] Lease forms expanding again Econometric layering of “theft by lease” - re-bundle operating expense into fixed rent - anticipate inflation ...

Immigration & Naturalization Institute 2012 (45th Annual) -- Federal Court Litigation

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From the program: Immigration & Naturalization Institute 2012 (45th Annual)

Recorded on: Nov. 26, 2012

Taken from the Web Program Immigration & Naturalization Institute (45th Annual) recorded November, 2012 in New York. Lecture Topics  [00:54:36] Federal Court Litigation  [00:54:36] The Supreme Court and where pre-emption stands in the immigration landscape What to expect in same sex marriage cases and potential impact on immigration adjudications When to consider federal court litigation - How the different circuits ...

Annual Disclosure Documents 2012: Preparation of Disclosure Documents, Annual Meeting and Regulatory Developments -- Corporation Finance Developments and Priorities

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From the program: Annual Disclosure Documents 2012: Preparation of Disclosure Documents, Annual Meeting and Regulatory Developments

Recorded on: Dec. 6, 2012

Taken from the Web Program Annual Disclosure Documents 2012: Preparation of Disclosure Documents, Annual Meeting and Regulatory Developments recorded December, 2012 in New York. Lecture Topics  [00:54:08] Corporation Finance Developments and Priorities  [00:54:08] Rulemaking Initiatives: extractive industries, conflict minerals, proxy enhancements, Dodd-Frank and JOBS Acts Update on C&DIs and other Staff guidance  ...

Drafting and Negotiating Corporate Agreements 2013 -- Enforcement and Ethics: A. When the Deal Goes Wrong: Enforcing Corporate Agreements and the Importance of Boilerplate; B. Ethical Issues in Drafting Corporate Agreements

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From the program: Drafting and Negotiating Corporate Agreements 2013

Recorded on: Jan. 3, 2013

Taken from the Web Program Drafting and Negotiating Corporate Agreements 2013 recorded January, 2013 in New York. Lecture Topics  [01:37:05] Enforcement and Ethics: A. When the Deal Goes Wrong: Enforcing Corporate Agreements and the Importance of Boilerplate; B. Ethical Issues in Drafting Corporate Agreements  [01:37:05] A. When the Deal Goes Wrong: Enforcing Corporate Agreements and the Importance of Boilerplate [45 minutes]  ...

Understanding Financial Products 2013 -- Laying the Foundation Part II -- Distribution of Financial Products

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From the program: Understanding Financial Products 2013

Recorded on: Jan. 14, 2013

Taken from the Web Program Understanding Financial Products 2013 recorded January, 2013 in New York. Lecture Topics  [00:46:02] Laying the Foundation Part II -- Distribution of Financial Products  [00:46:02] Public offerings of financial products Rule 144A and other private offerings Special considerations for asset-backed securities Selected disclosure considerations: risk factors; third party disclosure; ongoing ...

Real Estate M&A and REIT Transactions 2013 -- Case Studies: REIT Acquisitions in a Globalizing World

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From the program: Real Estate M&A and REIT Transactions 2013

Recorded on: Jan. 17, 2013

Taken from the Web Program Real Estate M&A and REIT Transactions 2013 recorded January, 2013 in New York. Lecture Topics  [00:53:44] Case Studies: REIT Acquisitions in a Globalizing World  [00:53:44] Drivers of REIT combinations Overcoming impediments to the deal Structuring the deal: creative solutions to thorny issues Protecting the deal Key deal terms and contingencies Issues in multi-jurisdictional ...

Defending Privacy and Behavioral Advertising Class Action Suits 2013: What Every Litigator and In-House Lawyer Needs to Know -- Class Certification and Settlement

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From the program: Defending Privacy and Behavioral Advertising Class Action Suits 2013: What Every Litigator and In-House Lawyer Needs to Know

Recorded on: Jan. 24, 2013

Taken from the Web Program Defending Privacy and Behavioral Advertising Class Action Suits 2013: What Every Litigator and In-House Lawyer Needs to Know recorded January, 2013 in San Francisco. Lecture Topics  [00:51:00] Class Certification and Settlement  [00:51:00] An analysis of whether the claims asserted are amenable to class treatment; different approaches in federal and state court; settlement options; and the terms of key settlements.   The ...

Project Management for Lawyers 2013 -- Trends and Developments in Legal Project Management - How LPM is Changing The Legal Business Model

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From the program: Project Management for Lawyers 2013

Recorded on: Jan. 25, 2013

Taken from the Web Program Project Management for Lawyers 2013 recorded January, 2013 in New York. Lecture Topics  [00:53:56] Trends and Developments in Legal Project Management - How LPM is Changing The Legal Business Model  [00:53:56] The evolving role of project management in legal operations Changing expectations from corporate clients - for their in-house counsel and legal departments How LPM initiatives ...

Mergers & Acquisitions 2013: Trends and Developments -- Planning the Transaction

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From the program: Mergers & Acquisitions 2013: Trends and Developments

Recorded on: Jan. 29, 2013

Taken from the Web Program Mergers & Acquisitions 2013: Trends and Developments recorded January, 2013 in New York. Lecture Topics  [00:54:30] Planning the Transaction  [00:54:30] Confidentiality agreements; letters of intent Structuring: one step vs. two step Transaction timetable Use of special committees Management role Fairness opinions The purchase price of this segment includes the following ...

Broadband and Cable Industry Law 2013 -- What the New Disabilities Law Means for Your Business

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From the program: Broadband and Cable Industry Law 2013

Recorded on: Feb. 5, 2013

Taken from the Web Program Broadband and Cable Industry Law 2013 recorded January, 2013 in New York. Lecture Topics  [00:53:58] What the New Disabilities Law Means for Your Business  [00:53:58] Is the FCC implementing the CVAA in accordance with Congressional intent? How do the new video description and Internet captioning requirements affect cable and broadband providers? What additional obligations are coming down ...

Institute on Securities Regulation in Europe 2013 (Twelfth Annual): Overcoming Deal-Making Challenges in the Current Markets -- Leveraged Finance- Market Update and Key Trends

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From the program: Institute on Securities Regulation in Europe 2013 (Twelfth Annual): Overcoming Deal-Making Challenges in the Current Markets

Recorded on: Feb. 7, 2013

Taken from the Web Program Institute on Securities Regulation in Europe 2013 (Twelfth Annual): Overcoming Deal-Making Challenges in the Current Markets recorded January 31 - February 1, 2013 in London. Lecture Topics  [00:54:31] Leveraged Finance- Market Update and Key Trends  [00:54:31] What are the latest structures for high-yield issuance in Europe - and what problems do they pose? What issues arise in accessing the ...

Corporate Governance - A Master Class 2013 -- The Increasing Impact of Delaware Law - A Sampler

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From the program: Corporate Governance - A Master Class 2013

Recorded on: Feb. 20, 2013

Taken from the Web Program Corporate Governance - A Master Class 2013 recorded February, 2013 in New York. Lecture Topics  [00:46:49] The Increasing Impact of Delaware Law -A Sampler  [00:46:49] Mandatory forum selection provisions in charters and by-laws, limitations on shareholder remedies and the SEC response; Interpretation and enforcement of advance notice bylaws and other nomination issues; Fiduciary duties ...

Crossing the Line: Civil and Ciminal Tax Fraud

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Recorded on: Mar. 8, 2013

Taken from the Web Program Nuts and Bolts of Tax Penalties 2013: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties Recorded March, 2013 in New York Crossing the Line: Civil and Ciminal Tax Fraud [00:00:01] Definition of tax fraud Difference between civil and criminal fraud What makes a criminal prosecution Criminal penalties for preparers Consequences of a criminal prosecution ...

How to Prepare an Initial Public Offering 2013 -- The Underwriter's Perspective

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From the program: How to Prepare an Initial Public Offering 2013

Recorded on: Apr. 11, 2013

Taken from the Web Program How to Prepare an Initial Public Offering 2013 recorded April, 2013 in New York.Lecture Topics  [00:54:05]The Underwriter's Perspective  [00:54:05] Standards for accepting an IPO Pricing an offering The economics of underwriters' compensation Types of underwriting arrangements The purchase price of this segment includes the following article from the Course Handbook available online: How to Prepare ...

Featured Faculty/Authors
Lisa J. Sotto

Lisa J. Sotto ~ Hunton & Williams LLP

David W. Pollak

David W. Pollak ~ Morgan, Lewis & Bockius LLP

Katie M. Lachter

Katie M. Lachter ~ Hinshaw & Culbertson LLP