On-Demand Learning

Transcripts

Corporate & Securities

Recorded on: Jun. 4, 2012

REBECCA WALKER: So we're going to start now with the next session. This afternoon we're going to cover program structure and board oversight, auditing and assessment of the program, and then do a recent developments, hot topics, and a section on reporting procedures. So a lot to cover, but as I said, we have one hour, and then we're going to have a short break, and then we'll go to the last two panels of the day. Program structure, reporting procedures, ...

Recorded on: Feb. 22, 2013

CLIFFORD KIRSCH: Great. All righty, welcome back. And Anna gave the lead-in for this session. Our next panel is going to look at advertising developments. And as I said at the outset, we wanted to spend an hour working through the material here, because there really are very, very significant changes both on the broker-dealer side and the adviser side. And I have a great panel to walk us through, Stephanie Nicolas and Jesse Kanach. Stephanie is a ...

Recorded on: Oct. 13, 2011

BRIAN WINTERFELDT: Great. Thank you so much. Thank you both for having us here today. I think social media is becoming more and more relevant to all of our organizations. And what we're going to be talking about today is how to use social media to build your brand and think about important issues like social media policies and enforcement in the social media space. But before we get started, I'd like to introduce our great panel that we put together ...

Recorded on: Mar. 30, 2010

SPEAKER 1: OK, it's 11:15. Sorry for the abbreviated break, but we need to keep the schedule here and the rest of this program, I think, is pretty interesting. So, Rebecca, you've told us about loan assignments and participations and now we're about to enter a new territory. REBECCA: I have to throw in my aside. The loan participations and loan assignments have been going on for-- I don't know how long but-- at least a century. These are the longstanding ...

Recorded on: Feb. 10, 2012

ROBERT S. RISOLEO: Well, welcome back. With me for the final segment of the day are Gary Brown who's returning. He was here this morning and will spend some time next speaking about life settlements. And after Gary, we will hear from Ken Josselyn, to Gary's right, who is managing director at Goldman Sachs where he's been advising the treasury function and having a lot of experience and doing a lot of work with their structured notes and other matters ...

Recorded on: Aug. 11, 2010

SPEAKER 1: Alright guys, keeping on schedule here, cause we've got a break and we've got one more session after this also, so we want to stay on schedule for all of you. We're going to move into our next section of the day, which is Capital Structure. And we've got two speakers here on the panel with us, Jonathan Isler and Carlos Schmidt. Again, to say a few words here, I'm looking at these lengthy bios with a lot of background and I'm trying to pull ...

Recorded on: Oct. 16, 2012

JAMES J. AGAR: Welcome back, everybody. I hope you had a great lunch that will sustain you through an information-packed afternoon and that you had an opportunity to do a little bit of networking during the lunch break. Just a couple housekeeping things. This session will last one hour, and our next module will begin immediately at 2:30 Eastern. That portion of the program will go until 3:45 Eastern, when there will be a 15-minute networking break ...

Recorded on: Jun. 6, 2012

ERIC SLOAN: ALL right, we're going to get started again. Hopefully everyone has coffee because, you know, at around 3 o'clock is when the caffeine is really needed. But we have a great panel today to keep you awake and interested. So we're going to focus on capital structure considerations in financing. And to do that we have another great panel. To my immediate right is Bill Brentani. Bill is a partner at Simpson Thatcher & Bartlett in Palo ...

Recorded on: Jun. 21, 2010

ERIC: All right, so maybe we can just while everyone's taking their seat, and we're getting name tags going. The next panel is on capital structure. And this panel is, as its name implies, going to discuss capital structuring, including a run through of the various alternatives that companies have in raising capital, which obviously informs their capital structure. And they're going to use case studies, which is, I think, a fancy term for examples ...

Recorded on: Oct. 12, 2011

OK. Well, welcome back everybody. Good afternoon. I know at times the after lunch sessions are sometimes difficult to battle through, but hopefully everyone had a nice opportunity to grab a sandwich. And as previewed from this morning, we're going to move into capital structure and really introduce some of the different ways capital structure comes to be, an overview of that, key drivers, common corporate transactions, and really get a little more ...

Recorded on: Jun. 6, 2011

ERIC B. SLOAN: All right. For-- I can't tell what this screen is telling me to do, but I think we're live. For our next panel, as some have said before, we couldn't be more fortunate to have our two speakers. Immediately to my right is Lew Steinberg. Lew is the managing director and head of strategic advisory in the investment banking department of Credit Suisse, which is an international investment bank. And I should say now, for Lew's benefit, that ...

Recorded on: Aug. 1, 2012

L. KEVIN SHERIDAN JR.: We're in the last hour, called the home stretch, and Dave is going to take us out with a discussion to finish off the method piece about good writing, and in particular, focusing on organization of drafting, use of proper language, active voice, and some of the plain English rules, both as they're reflected in some SEC guidance on that, but more generally, as the common person would think of it as plain English. We have one ...

Recorded on: Jan. 17, 2013

ADAM EMMERICH: Hi. Good morning again. I'm Adam Emmerich. As Warren mentioned-- one of the co-chairs today-- we're going to talk on this panel about some case studies-- REIT Acquisitions in a Globalizing World. And we're fortunate to have-- I guess it's as was mentioned in the first panel kind of some sort of ageist criteria to participate today. Because everybody on this panel also has upwards of 25 years of experience in the REIT and Real Estate ...

Recorded on: Dec. 6, 2012

MARY MULLANY: Ron will be back to join us. Folks, we have now have gone through the entire panel and had introductions. So, I just join Debbie, Gary, Rich, Ron, even though he's not here, and Doreen-- Rick, Ron, and Doreen in thanking you for sticking around for this final panel. And we're gonna start with a question that the gentleman had at the end of the last panel. AUDIENCE: I asked Gary's thoughts what [? these ?] issuers could do to increase ...

Recorded on: Dec. 19, 2011

MARC FOLLADORI: Everybody, if we could return and address the last topic for the program today. Before we get into it, I want to mention two things. One, that there are some handouts. One in particular you'll need. It's a description of the case study that we're going to go through. The other is, again, please, I make a personal plea to all of you, fill out your evaluations. It's just so important that we could have that feedback so we can improve ...

Recorded on: Mar. 28, 2012

CHAD RUCKER: So the next section that we will start on is talking about the cash flow statement. One of the things with any business what we really have to do is we have to take a business and break it down into its simplest component. And really when we break a business down into its simplest component, a business is nothing else other than a cash generator. We can't spend net income. We can't spend really the items on the balance sheet unless it's ...

Recorded on: Feb. 8, 2011

AMY TAUB: Thank you. Greetings, my name is Amy Taub and I am a program attorney with PLI, and I would like to welcome you to today's briefing: CFTC's Proposed Business Conduct Standards for Swap Dealers, Cost and Consequences to Swap Dealers and Plans. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have ...

Recorded on: Nov. 26, 2012

AUSTIN T. FRAGOMEN JR: So our next topic deals with family immigration. And obviously, this is an area we've more than touched on, when it comes to all the different aspects of representing children in every context imaginable, right? So we've already been through children in great detail, but now, we're going to talk about family immigration. And we'll talk about children in the more traditional sense of media relative petitions and things of that ...

Recorded on: Nov. 26, 2012

CYNTHIA J. LANGE: Well, welcome back. We'll be rounding off the afternoon here with a couple of excellent panels. Right now, we'll be having Bernie Wolfsdorf and Stephen Yale-Loehr will talk to us about challenges to entrepreneurs coming to the United States. There's so much happening in this area, and we really appreciate the work that they've put into this. Robert Divine had planned on being here, and I think help work on the material but due to ...

Recorded on: Oct. 19, 2012

GARY BARNETT: OK, welcome back. We're going to move into our next session now, clearing and trading, grandfathering, end users, margin posting for cleared and uncleared transactions, client money segregation, loss mutualization. And our moderator is Kathryn, or Katie, Trkla. I'm going to introduce her, and then let her introduce the rest of the panel. Katie's a partner with Foley & Lardner. She's a member of Foley's securities, commodities, and ...

Recorded on: Jun. 6, 2012

ERIC B. SLOAN: So while our panelists are getting settled, this is our last panel of the day. This is a panel on closing business transactions. And before I let these guys get started, first let me introduce them. Drew Buechley is sitting to my immediate right. And to my far right is Michael Goodman. Drew and Michael are Senior Managing Directors, essentially partners, at Pharus Advisors in San Francisco and New York, respectively. Pharus is, I think, ...

Recorded on: Oct. 16, 2012

EWA KNAPIK: Hello, again. At this time, I would like to introduce our last panel of today. This is the Closing Business Transactions panel. And it is my pleasure to introduce our speakers. Both of them are founder and senior managing directors of Pharus Advisors. Michael Goodman is, as I said, the founder and senior managing director. His experience includes significant operational experience in technology companies, M&A and deal making from ...

Recorded on: Jun. 28, 2011

LEONARD T. NUARA: OK, we're starting, folks. Thanks for the cue. All right, welcome back everyone. Our next topic is "Cloud e-Discovery: It Just Isn't So Clear." Which, I love our titles. We take great pride in creating these titles. And for this topic we have, again, Steve Young, who is a senior attorney and Microsoft. I'm going to introduce Steve again, because these segments are sliced and diced for sale on the web. So Steve is a senior ...

Recorded on: Jun. 28, 2011

PETER BROWN: Your practice. So without-- this is an introduction. Let me begin our first section, which will be cloud technology and a business overview. We are delighted to have as a returning speaker, Janine Bowen. Janine practices in Atlanta, in her own firm that has a unique name. And Janine's practice focuses on commercial transactions, including technology and intellectual property. She's involved in licensing and acquisition of technology, ...

Recorded on: Jun. 12, 2012

JANINE BOWEN: Before I begin I will start by introducing my co-presenter, Rachel Evans. Rachel joined Accenture in 2003, and is currently director of legal services, IT offerings, and alliances legal counsel. Her areas of focus include complex IT transactions, cloud computing, open source software, and Software as a Service. Rachel has been an in-house technology lawyer for 18 years, working at IBM and with Siebel Systems prior to joining Accenture. ...