Choice of Entity
Discussion of the basic forms in which businesses are organized and the factors that should be taken into account in choosing the appropriate form of organization for a particular business, including tax treatmentPrivate Equity and Venture Capital Financing
Analysis of basic legal and strategic issues in connection with venture capital financing and similar private placements, including federal and state securities lawCredit Facilities and Loan Documentation
Introduction to various forms of credit facilities and basics of loan documentation, with a focus on defined terms, covenants, representations, warranties, and events of defaultOverview of Registration and Reporting Requirements of the Federal Securities Laws
Explanation of the role of the junior securities lawyer in public company financing and reporting, including using the SEC's integrated disclosure system for registration, periodic reporting, and proxy statements, and practical applications of Rule 144 and Section 16Mergers and Acquisitions
Discussion of basic considerations in structuring an acquisition; When and why to use a letter of intent; Conducting acquisition due diligence; Overview of an acquisition agreement, including representations, warranties, covenants, conditions, and indemnification provisionsUnderstanding Capital Structures
Analysis of the basic types of debt and equity securities issued by a corporation and the substantive attributes of each type of security, ways to vary those attributes, and capital structures of certain transactionsCourse Content
Day 1 - Monday, October 24, 20229:30 am - 11:30 am
- Choice of Entity
- Nicholas V. Romanos, Esq., Foley Hoag LLP, Boston
- Daniela Spanos, Esq., Choate Hall & Stewart LLP, Boston
- Break
- Kristin A. Gerber, Esq., Goodwin Procter LLP, Boston
- Kimberly Larie, Esq., Goodwin Procter LLP, Boston
2:25 pm - 2:30 pm: Break
2:30 pm - 4:30 pm: Credit Facilities & Loan Documentation
- Essence R. McGill Arzu, Esq., The Arzu Law Group LLC, Somerville
- Milap Patel, Esq., Ropes & Gray LLP, Boston
- Day 2 - Tuesday, October 25, 2022
- Overview of Registration & Reporting Requirements of the Federal Securities Laws
- Megan Foscaldi, Esq., Locke Lord LLP, Boston
- Break
- Alexander H. Pyle, Esq., Sheehan Phinney Bass & Green PA, Boston
- Sean M. Small, Esq., Choate Hall & Stewart LLP, Boston
2:00 pm - 2:05 pm: Break
2:05 pm - 4:00 pm: Understanding Capital Structures
- Peter M. Rosenblum, Esq., Foley Hoag LLP, Boston
- Joseph S. Berman, Esq., Office of the General Counsel, Massachusetts Board of Bar Overseers, Boston
- Webcasts are delivered completely online, underscoring their convenience and appeal.
- There are no published print materials. All written materials are available electronically only.
- They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
