No matter what stage of development a business enterprise achieves, the enterprise and its owners, directors, and executive officers need to understand the multiple capital structures and financing instruments that are available to fund enterprise growth. The varying options can be broken down into manageable parts and explained by using examples. This new program provides a roadmap to the substantive attributes of the various structures and instruments, ways to vary those attributes, and illustrative examples of how they are used in practice.
Course Content
9:30 - 9:51 amUnderstanding Basic Capital Structures and Investor Objectives
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston
9:51 - 9:57 am
Types of Financing Instruments
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
9:57 - 10:22 am
Equity Instruments
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston
10:22 - 10:44 am
Debt Instruments
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
10:44 - 11:04 am
Hybrid and Alternative Capital Forms
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston
11:04 - 11:10 am
Break
11:10 - 11:31 am
Variations in a Limited Liability Company Context
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
11:31 - 11:45 am
Ownership and Voting Considerations
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston
11:45 - 12:01 pm
Additional Financing and Exit Considerations
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
12:01 - 12:22 pm
Planning the Capital Structure and Choosing the Right Instrument(s) - Term Sheet and Transaction Case Study
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
12:22 - 12:32 pm
'Ask the Experts' Q&A Session and Key Takeaways
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston
Please Note
This webcast is 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.
Speakers
CochairsEssence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston
