On-Demand Learning

Transcripts

Recorded on: Jun. 21, 2010

KIRSTEN S. AUNAPU: OK, great. We're going to get started. So welcome back everyone. I'm pleased to introduce James Webb, who's a partner in Deloitte special acquisition services group. James provides merger and acquisition services and related accounting services to one of the firm's largest private equity clients and its portfolio companies. And during our next segment which is, titled Accounting, Auditing, and Financial Statements, James will provide ...

Recorded on: Oct. 12, 2011

MARC MILLER: OK. For those of you who joined us during the first session thank you, and good morning. As an introduction, my name is Marc Miller. I'll be chairing the two day conference. And again, appreciate everyone being here and being active listeners. And also as we said in the opening-- and I think on behalf of the next faculty-- to the extent there's questions, again please don't hesitate to raise your hand. During the session, for those ...

Recorded on: Jun. 6, 2011

KIRSTEN AUNAPU: OK great. Well, welcome back to our next segment, which is on accounting, auditing, and financial statements. I'd like to introduce to you two of my colleagues from Deloitte, both from the Dallas, Texas area. Dan Berner is an audit partner in the Dallas, Texas practice of Deloitte & Touche LLP. Dan has over 20 years of experience serving large complex clients in retail, consumer and industrial products industries. Dan has served ...

Recorded on: Aug. 11, 2010

MATTHEW SHELHORSE: OK is everyone ready to get started with our second segment here? The second segment is Accounting, Auditing & Financial Statements. And this will take us right into the lunch break. So I think we'll build on what we learned in terms of the accounting standards and policies and the background from the SEC. And I'll take that into more of a practical approach. And we have the pleasure of having with a Sy Jones and Ted Martens. ...

Recorded on: Dec. 16, 2011

ABIGAIL ARMS: OK, welcome. Welcome back to the afternoon session of today's program. And the next session is going to deal with accounting issues that we, as lawyers, should be aware of. And we're delighted that Roman Weil, who is an emeritus faculty member of the Chicago Booth School of Business, retired after 45 years on the faculty there. Roman currently is a visiting professor at the Stern School of Business at NYU and Program Fellow at Stanford ...

Recorded on: Feb. 23, 2012

KAREN BALLACK: OK. We're going to get started here, now that we have Mr. Valetti up here to join me. I have the pleasure of speaking this morning with Mark Valetti, who is Senior Patent Counsel at Texas Instruments. Although his title is Senior Patent Counsel, don't let that fool you. He has experience in a number of different areas within TI's legal department. Mark has been with TI for over 23 years, and during that period of time, he has prosecuted ...

Recorded on: May. 23, 2011

TARIQ MUNDIYA: Well, thank you. KAREN N. BALLACK: Thank you, Tariq. OK. Tariq's presentation actually leads very nicely into my presentation, which is focused on acquiring and selling off intellectual property. And much of what Tariq shared with us today about identifying, managing, organizing your intellectual property portfolio is very important as a company moves forward in determining whether there is the right opportunity and the right time ...

Recorded on: Apr. 20, 2011

JOSEPH SAMET: Welcome back. In Volume Two of our book, there are two articles on the duties of officers and directors, one starting at page 485 and Jane's article starting at page 501. Everything you want to know about officers and directors, duties, liabilities, and theories is in there. But we'll amplify and give you more of a sense of that and what the trends are. After spending some time on officer, director, liability, fiduciary duties, we'll ...

Recorded on: Jan. 6, 2011

ALYSSA A. GRICKSCHEIT: I was going to say, I'll take advantage of the pause to tell people to be interactive with this section. This is a very long section on acquisition agreements. There is a lot of material, so feel free to ask questions along the way. We don't mind being interrupted. In fact, it makes it more interactive and and the material more tailored to what you're interested in. So I would like very much to welcome Gavin Solotar. He's a ...

Recorded on: Jan. 3, 2013

ALYSSA GRIKSCHEIT: OK. We are moving on to acquisition agreements. You'll notice this is the longest segment of the day. We have a networking break in the middle of it. It is worth devoting this amount of time to the topic, though. These types of agreements are very complex, and I think if you can negotiate these, you can negotiate almost anything. It gives me great pleasure to introduce Sarkis Jebejian. He's a corporate partner of Kirkland & ...

Recorded on: Apr. 14, 2010

PRESENTER 1: OK, we are ready to start our afternoon program. Marsha just reminded me. I wanted to urge all of you to please fill out your evaluations. Those turn out to be very useful to us. They tell us what materials to emphasize in the program, which ones to delete, what panelists to throw off the panel. They tell us lots of good things so please go ahead and fill them in. And now, Marsha's going to talk to us about acquisition finance. MARSHA ...

Recorded on: Feb. 22, 2011

TOM ROSCH: OK, I'd appreciate it if everybody who's in the hallway would come on back in and once again, welcome to our internet audience. And we have another super star with us this afternoon to discuss mergers and acquisitions with us. His name is Scott Sher and he's a partner in the Washington, DC office of Wilson and Sonsini. I personally dealt with him in connection in the Google double click matter a little bit earlier. Or actually, it was I ...

Recorded on: May. 8, 2012

YVONNE S. QUINN: And now we don't give you a moment's rest-- on we go! We're going to move into the mergers section now and talk about a topic, for those of you who are a corporation, sooner or later, you will probably have some kind of an acquisition or merger in your practice. And there are some handouts. Anybody raise their hands if they don't have one and we'll get them to you, so if you want to scribble on them, or whatever, you'll be able to ...

Recorded on: May. 9, 2013

J. THOMAS ROSCH: Yvonne comes to us from Sullivan & Cromwell, as you heard this morning. She has a broad portfolio in this arena, as well. She's a member of the Executive Committee of the Antitrust Section of the New York State Bar, and she has served as Chair of the Antitrust and Trade Regulation Committee of the New York City Bar. And she's been, again, a leading antitrust practitioner in a number of guides to the legal profession, which are ...

Recorded on: Jun. 6, 2012

KIRSTEN AUNAPU: OK, thank you. Welcome back, and I'm pleased to introduce the dynamic duo of Dan Berner and Jason Downing. Dan is a Deloitte partner out of the Dallas, Texas audit practice. Deloitte's been serving large audit clients for the past 22 years, and has significant experience with SEC matters, including initial and follow-on registration statements, acquisitions, divestitures, and period filings. And our other colleague, Jason Downing, ...

Recorded on: Jun. 29, 2012

KENT QIAN: I think we have reached the 10:15 mark, so that's the signal for me to transition to our next topic, which will be admission issues in federally subsidized housing. And to guide us through that, Meliah Schultzman will be the presenter for this part. Ms. Schultzman is an attorney at a national housing law project. She is involved in policy advocacy and litigation to advance the rights of tenants in federally subsidized housing programs ...

Recorded on: Jan. 29, 2013

SUSAN DICICCO: Good morning, everyone. I'm Susan DiCicco, and with me today is Rich Marooney and Todd Marcus. Let me briefly introduce them. Rich Marooney, on my far right, is a partner in King & Spalding's Business Litigation group here in New York. He specializes in complex litigation in the financial services and energy industries. And he's head of the firm's financial services practice. And he's tried numerous cases in federal and New York ...

Recorded on: Feb. 2, 2012

LAURIE GILBERTSON: Good morning. My name is Laurie Gilbertson. I'm a program attorney here with PLI. I'd like to welcome you to Advanced Deposition Techniques 2012. It's my pleasure to introduce to you the co-chairs of today's program, David Balabanian and Kimo Peluso. David is the co-chair of Bingham McCutchen's Financial Institutions Litigation Group. He has taught more than 150 continuing legal education courses. And he's written extensively on ...

Recorded on: Dec. 5, 2012

SPEAKER 1: I don't even know what we're [INAUDIBLE]. SPEAKER 2: I don't either, I don't know what it is either. It's just [INAUDIBLE] CURTIS L. MO: OK, we're in the home stretch. So I mean, exits are obviously a huge topic, and we can go on forever. And we kind of will, because this is the last two hours of the day. But I promise you it'll be packed with content, and you'll get a very good look into the big issues today. And there are more exits ...

Recorded on: Dec. 7, 2011

CURTIS MO: OK, welcome back from the break. At our next panel we're going to talk about advanced exit topics, and then we'll follow with the whole regulatory panel that we laid out in the beginning. So right now, we had a return to the IPO market. We've got a surge in M&A activity, especially in the tech sector. And we've lined up two real pros to kind of talk about those areas. Peter Astiz is my partner, who's a global co-head of the technology ...

Recorded on: Apr. 18, 2013

KIERAN DOYLE: We're into the home stretch. For the next hour, what we'll be hearing about is trademark prosecution. And I guess there's three perspectives, at least three perspectives on trademark prosecution. There's the brand-owners' perspective. There's the practitioners' perspective, and there's the perspective of the examining attorney, the PTO perspective. And our next two speakers will be able to shed light from all three perspectives. Tricia ...

Recorded on: May. 2, 2012

SHELDON H. KLEIN: Now you're in for real treat. You're going to hear from Allison Strickland about advanced US trademark prosecution practice. Allison is a partner at the firm of Fross Zelnick Lehrman & Zissu, where she's practiced exclusively in the area of trademarks and trademark prosecution for 16 years. She received her undergraduate degree from the University of Alabama, and her law degree from Columbia Law School, where she was a Harlan ...

Recorded on: Oct. 5, 2012

LINDA: While Marc and Jeannemarie argue about who's going to go first, let me introduce the next panel. I think you're all familiar with Marc, and he's agreed to speak to the bankruptcy issues involved in compensation. And Jean Marie, we're pleased to have her back with us again to talk about M&A implications in competition and vice versa. She's a partner in the New York law firm of Wachtell Lipton. And has the decision been made who's going to ...

Recorded on: Oct. 13, 2011

SPEAKER 1: I'm going to get started with our next panel on advising the board. And I want to introduce Mark Roellig, who is the executive vice president and general counsel of MassMutual Financial Group. Prior to joining MassMutual, Mark served as the general counsel and secretary for Fisher Scientific International and for Storage Tech. Mark, I will let you introduce your co-panelists. MARK D. ROELLIG: Sure, thank you very much. Sitting to my immediate ...

Recorded on: Oct. 5, 2012

MARC R. TREVINO: Thanks for sticking with us. This will be Advising the Board and the Compensation Committee. I'm really looking forward to this. We have Linda, who you all know. Introducing themselves, to my right is Steve Bigler from Richards, Layton, and Finger. He's been here many times before, providing us background on what's going on in Delaware. And then, David Engvall from Covington and Burling, I think, will start us off, if I understand ...