The Finance Forum Focus Series

Our Finance Forum Focus Series is designed to provide the same timely insights and expert takes from industry leaders typically delivered at our in-person Finance Forum event. Now, they will be delivered on-demand, so that you can participate when and where you’re able. You won’t want to miss this important industry content.

Below is a sample of topics highlighted in this series of podcasts and webinars:

  • ESG Trends in the CMBS Market
  • LIBOR Transition Update
  • Policy Watch: Court Impact on Securitization
  • Building Better Borrowers  - Bankruptcy-Remote Basics
  • Trends in the Single-Family Rental Market

Series

Tax Aspects of Litigation Finance

Wendesday, December 8

In our next installment, Cadwalader partner Mark Howe and Phil Balzafiore, Head of Tax for Tetragon Financial Group, discuss interesting and cutting-edge issues about the tax aspects of this high-yield, and potentially high-risk, asset class, including:

  • What is it and what do tax lawyers care about? 

  • Various forms of financing, including straight-up loans, partnerships, outright sales and pre-paid forwards

  • Tax consequences and tax trade-offs for investors and law firm borrowers, as well as mitigation considerations

 

 

 

 

Mark Howe
Cadwalader
Partner

 

Phil Balzafiore
Tetragon Financial Group
Head of Tax

Building Better Borrowers - Bankruptcy-Remote Basics 

Wednesday, November 17

Financial Restructuring special counsel Kathryn Borgeson will discuss three of the most important building blocks for a bankruptcy-remote borrower:

  • Special Purpose Provisions

  • Independent Directors

  • The Bad Acts Guaranty

 

 

 

 

 

Kathryn Borgeson
Cadwalader
Special Counsel

 

 

 


Court Impact on Securitization

Wednesday, November 3

Global Litigation partner Ellen Holloman will present a podcast on two of the most interesting lawsuits impacting the securitization industry today, relating to the National Collegiate Student Loan Trusts. These Delaware litigations, involving both the Consumer Financial Protection Bureau and private plaintiffs, have been very closely watched by the structured finance industry because the outcomes could upend decades of practice in the securitization industry and upset the long-settled expectation of participants.  

 

 

 

 

 

Ellen Holloman
Cadwalader
Partner

 

 

 


Spotlight on LIBOR Transition

Wednesday, October 20

Cadwalader partners Lary Stromfeld and Jeff Nagle will discuss the latest LIBOR transition developments, including:

  • The deadlines for the rest of 2021 (and beyond) and a discussion of the ramifications for Q4 2021;
  • Various rates in the market; and 
  • Legislative solutions, including the statute enacted in New York and Federal legislation currently pending.

 

 

 

 

Lary Stromfeld
Cadwalader
Partner

 

Jeffrey Nagle
Cadwalader
Partner

 


Related Content

LIBOR Preparedness Team

"Life After LIBOR: What Financial Institutions Need to Know and Do"

Cadwalader Cabinet Makes Available LIBOR Preparedness Resource


'Greeniums,’ ‘Griscounts’ and Other ESG Trends in the CMBS Market

Podcast

Wednesday, October 6

In this first installment of the Finance Forum Focus Series, Cadwalader special counsel Michael Ruder is joined by Alan Todd, Head of CMBS Strategy at BofA Securities, for a podcast. Michael and Alan discuss Environmental, Social and Governance factors as they relate to securitized products, especially U.S. CMBS.

Key discussion points include:

  • How big is the market for green CMBS?
  • What might be the next innovative green or ESG deal structures to emerge in private-label CMBS?
  • ESG considerations for investors.
  • The challenges of private-label green conduits.

 

 

 

 

Michael J. Ruder
Cadwalader
Special Counsel

 

Alan Todd
Bank of America
Managing Director, Head of CMBS Strategy

 

 

Related Content

Challenges in standardisation of green bonds: The US perspective

FUNDing Positive ESG Impact: ESG Developments in Fund Finance

IMN's Virtual Conference on CLOs - ESG for CLOs: Creating a Benchmark