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    • How European insurers can use US private placements in their portfolios
      How European insurers can use US private placements in their portfolios Alexander Alston, Macquarie Investment Management; David Ramroop, Just Group plc; Brendan Maton, IPE Recorded: Oct 6 2017 2:00 pm UTC 70 mins
    • The US private debt market is a large, mature market with the opportunity for investment grade quality debt. Ease of issuance and availability has attracted issuers globally, which can add significant geographic diversification to a portfolio. Name, sector, and structural diversification also can help make US private debt an important diversifier in an otherwise all-public bond portfolio. In addition to diversification benefits, the US private placement market offers a complement of structural protections along with several sources of yield enhancements.

      The private placement market in the United States is dominated by life insurance companies, resulting in an investor base with similar investment needs and risk tolerance levels. In Europe, investors tend to be less homogenous and can include banks, asset managers, and insurers, among others. The diverse investor base tends to result in a market replete with deals lacking many of the characteristics sought by insurers.

      In this webcast, Alexander Alston will discuss why US private placements can be appealing to European insurers, despite the increased prevalence of European markets. Also, David Ramroop, Head of Investments at Just Group, will discuss their approach to investing in private placements.

      Presented by:
      - Alexander Alston, CFA, Co-Head of Private Placements, Macquarie Investment Management
      - David Ramroop, Head of Investments, Just Group plc

      Moderator:
      - Brendan Maton, IPE

      Read more >
    • ‘Sourcing’ Returns in Private Assets
      ‘Sourcing’ Returns in Private Assets Adam Wheeler, Jonathan Rotolo, Patrick Manseau and Nick Pink, Barings; Brendan Maton, IPE Recorded: Mar 8 2017 2:00 pm UTC 61 mins
    • As investors continue to migrate toward private assets in search of potential benefits like low volatility, differentiated sources of income and uncorrelated returns, they are faced with an increasingly broad universe from which to choose.

      As they wade through a sea of private equity and debt options, it is becoming apparent to many investors that all private assets are not created equal.

      Increasingly, origination – an investment manager’s ability to source a large quantity of high-quality investment opportunities – is becoming the difference between underperformance and outperformance.

      In this webinar, we will discuss the important role that origination plays when it comes to achieving attractive long-term, risk-adjusted returns and income streams in:
      - Private Credit
      - Private Equity
      - Infrastructure Debt
      - Private Real Estate Investments

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    • Cross-border private placement; new trends, new issuers
      Cross-border private placement; new trends, new issuers Morrison & Foerster, IFLR Recorded: Oct 14 2015 3:00 pm UTC 61 mins
    • The cross-border private placement market has continued to grow, providing non-US issuers with an opportunity to raise capital from US and European financial institutions. This market, which has been incredibly robust this past year, has continued to attract issuers across a myriad of industries and from multiple jurisdictions. These issuers seek to, among other things, diversify their funding sources or supplement their bank lending, lengthen their existing debt profile, refinance acquisition debt, or finance certain single-asset projects.

      In this webinar, speakers will discuss:
      - The global private placement market and recent trends
      - Market participants
      - Documentation requirements for traditional and structured transactions
      - Financial covenants, MFLs and model form provisions
      - New issuers using the market (social housing trusts, universities, investment trusts etc)
      - Marketing process with agented and direct private placements
      - Ratings and the NAIC

      Speakers:
      - Scott Ashton, Morrison & Foerster
      - Brian Bates, Morrison & Foerster
      - Akshay Shah, Barclays
      - Tom Young, IFLR (moderator)

      Read more >
    • Latest developments in the global private placement market
      Latest developments in the global private placement market Scott Ashton and Brian Bates, Morrison & Foerster; Tarun Sakhrani, Barclays; Tom Young, IFLR Recorded: Sep 25 2017 3:00 pm UTC 86 mins
    • The cross-border private placement market has continued to grow, providing issuers with an opportunity to raise capital from US and European financial institutions. This market, which has seen incredibly robust activity this past year, has continued to attract issuers across a myriad of industries and from multiple worldwide jurisdictions. These issuers seek to, among other things, diversify their funding sources or supplement their bank lending, lengthen their existing debt profile, refinance acquisition debt or finance certain single-asset projects. In this webinar, speakers will discuss:

      •The global private placement market and recent trends;
      •Market participants;
      •Documentation requirements for traditional and structured transactions;
      •Financial covenants, MFLs and model form provisions;
      •New issuers using the market (social housing trusts, universities, investment trusts, etc);
      •Marketing process with Agented and direct Private Placements; and
      •Ratings and the NAIC.

      Read more >
    • Latest developments in the global private placement market
      Latest developments in the global private placement market Scott Ashton, Morrison & Foerster; Brian Bates, Morrison & Foerster; Tarun Sakhrani, Barclays Recorded: Oct 25 2016 3:00 pm UTC 87 mins
    • The cross-border private placement market has continued to grow, providing non-US issuers with an opportunity to raise capital from US and European financial institutions. This market, which has seen incredibly robust activity this past year, has continued to attract issuers across a myriad of industries and from multiple worldwide jurisdictions. These issuers seek to, among other things, diversify their funding sources or supplement their bank lending, lengthen their existing debt profile, refinance acquisition debt or finance certain single-asset projects. In this webinar, speakers will discuss:

      •The global private placement market and recent trends;
      •Market participants;
      •Documentation requirements for traditional and structured transactions;
      •Financial covenants, "MFLs" and model form provisions;
      •New Issuers using the market (social housing trusts, universities, investment trusts, etc);
      •Marketing process with Agented and "direct" Private Placements; and
      •Ratings and the NAIC.

      Read more >
    • Getting Your Message Across:  Best Practice for Private and Public Companies
      Getting Your Message Across: Best Practice for Private and Public Companies Scott Lesmes and Anna Pinedo, Morrison & Foerster; Jeff Grossman, Solebury Communications Group Recorded: Dec 14 2017 5:00 pm UTC 91 mins
    • With companies remaining private longer, their stockholder base often becomes more widely dispersed. More and more privately held companies are facing interesting challenges in communicating effectively with various stakeholders, without violating securities laws. Companies contemplating or undertaking an initial public offering face particularly acute issues as they try to establish effective communications approaches. Finally, public companies face Regulation FD and other regulatory requirements that may require that they map out a careful communications approach. During this session, we will address the following:

      Trends and developments in capital markets communications;
      New modes of communication and engagement (e.g., social, digital);
      Non-GAAP financial measures;
      Navigating disclosure risks and requirements, including Regulation FD;
      Assessing materiality and whether there is an obligation to disclose (and when);
      Forward-looking statements, financial guidance and communicating with investment professionals, including analysts and rating agencies;
      Competitive benchmarking and key metrics;
      Optimizing value in an exit strategy, whether it is an IPO or an M&A exit; and
      Best practices in public debt communications (as a private company).

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    • Venture Capital: Investing in global market leaders of tomorrow
      Venture Capital: Investing in global market leaders of tomorrow Steven Yang, Head of Global Venture Investment, Schroder Adveq, with Valentine Whittaker, Alternatives Director, Schroders Recorded: May 23 2018 1:00 pm UTC 45 mins
    • Disruption and technological innovations are creating opportunities in select businesses for private asset investors. But perhaps what makes a more meaningful difference is not the company itself, but the investment stream and expertise behind the venture. Steven Yang of Zurich-based Schroder Adveq, with Valentine Whittaker, Alternatives Director at Schroders, offer their views on how a best-in-class pursuit of the most prominent new wave tech ventures and sustainable return prospects can truly differentiate within this nuanced segment of the market in an age when traditional research, valuation models, and policy simply lead to noise and generic rhetoric.

      Speaker Bio:

      Steven Yang is the Head of the Adveq Technology program and in charge of Schroder Adveq’s investments in the US technology space from seed/early stage venture to buyout strategies. As part of Schroder Adveq’s global benchmarking practice he is also involved in Schroder Adveq’s Asian venture investments.

      Steven holds a Bachelor's degree in Finance and International Business from New York University, US.

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    • The Cross-Border Private Placement Market
      The Cross-Border Private Placement Market IFLR, Morrison & Foerster Recorded: Oct 14 2014 3:00 pm UTC 90 mins
    • The cross-border private placement market continues to grow, providing non-US issuers with an opportunity to raise capital from US insurance companies, pension funds and other institutional investors, as well as European institutions. The robust market, which is nearing $50 billion in the US alone, has attracted issuers across industries and jurisdictions that seek to diversify their funding or supplement their bank lending and raise longer-term debt. In this webinar, speakers will discuss:

      - the global private placement market and recent trends
      - the market participants
      - documentation requirements
      - traditional covenants and model forms
      - marketing process
      - ratings and the NAIC
      - secondary transfers

      Speakers:
      - Scott Ashton, Morrison & Foerster
      - Brian Bates, Morrison & Foerster
      - Danielle Myles, IFLR (moderator)

      Read more >
    • Sustainability Quarterly
      Sustainability Quarterly Jessica Ground, Global Head of Stewardship at Schroders, and team Upcoming: Jul 25 2018 3:00 pm UTC 60 mins
    • Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.

      No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?

      Read more >
    • Planning for financings in volatile markets
      Planning for financings in volatile markets Anna Pinedo and James Tanenbaum, Morrison & Foerster; Brian Maier, Geoffrey Goodman and Gregory Ogborn, Wells Fargo Recorded: Jul 12 2016 3:00 pm UTC 102 mins
    • Volatile capital markets and the rapidly changing financial landscape make it important for issuers to recognise changes quickly and adjust their financing strategies accordingly.

      For example, for an issuer that contemplated an IPO or is in the IPO queue, it is important to become familiar with other financing alternatives, such as venture debt or late-stage or mezzanine debt, as well as institutional equity private placements. Each of these markets is quite different. Familiarity with investor expectations and documentation requirements is essential in order to put your company in the best position to make crisp decisions. For issuers that already have their securities listed on a non-US securities exchange, which may offer limited liquidity, it may be time to consider undertaking a US IPO in order to establish a more liquid market for their securities. Already public companies considering their next capital raise also must be nimble - a PIPE transaction may be an attractive (and available) financing alternative. During this session, the speakers will discuss:

      •Current market conditions;
      •Financing alternatives for pre-IPO companies;
      •The market for venture debt;
      •The late-stage (or cross-over) private placement market;
      •Options to consider on the way to an IPO;
      •The ReIPO™
      •Financing alternatives for recently public companies; and
      •PIPE transactions and other financing alternatives.

      The webinar's speakers will be:

      -Geoffrey Goodman, managing director, equity capital markets, Wells Fargo
      -Gregory Ogborn, director, equity capital markets, Wells Fargo
      -Brian Maier, vice chairman, Wells Fargo
      -Anna Pinedo, partner, Morrison & Foerster
      -James Tanenbaum, partner, Morrison & Foerster

      Read more >