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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

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    • ‘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 Upcoming: May 23 2018 1:00 pm UTC 60 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 >
    • 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

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    • IPO Preparation - What you need to know in 2011
      IPO Preparation - What you need to know in 2011 George Brown and Steve Hobbs, Protiviti; Doug Chu, NYSE Euronext; Patrick Shannon, Latham and Watkins Recorded: Mar 1 2011 6:00 pm UTC 62 mins
    • Following more than two years of historically low initial public offering (IPO) activity, worldwide public offerings surged in 2010 and 2011 is anticipated to be a very busy market for new IPO’s in North America and globally. Improvement in debt markets and equity market valuations have public companies, Private Equity firms and private company investors reexamining long term plans for IPO listings. Whether you are at an emerging company or a business spin-off, it is crucial that you understand the listing options to fully realize value and broaden access to public capital markets.

      View this webinar held by the New York Stock Exchange (NYSE), RR Donnelley, Protiviti, and Latham & Watkins to help you identify the key steps in planning for public company readiness. This 60-minute webinar highlights:
      •Preparing the accounting and finance functions (technology, process, and team members)
      •Structuring organizations and transactions leading up to a public offering including dual-track considerations
      •Regulatory developments that will impact public offerings
      •Preparing for the requirements of investors and the public capital markets – what has changed and should you be approaching the process differently now?

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    • The U.S. Economy and its Impact on the Lodging Business
      The U.S. Economy and its Impact on the Lodging Business Brandt Niehaus, Mark Woodworth, Ed Walsh Recorded: Apr 30 2015 6:00 pm UTC 60 mins
    • The April 30th Hotel Investor’s Marketplace webcast panel will talk about The U.S. Economy and its impact on the Lodging Business. The lessons learned from past economic cycles, where we are in this cycle, and how it is different than previous cycles. They will discuss the economic barometers and what their indications mean for the hotel industry. April 30th viewers will have opportunity to ask questions of the panel and benefit from their combined 90+ years of industry experience.

      Meet the Panel:
      H. Brandt Niehaus is President of Hotel Brokers International and President of Huff, Niehaus & Associates, Inc., a full-service hotel investment advisory firm. Mr. Niehaus has over 30 years of experience in hospitality real estate sales and consulting. He has successfully transacted the sales of hundreds of hotel properties from limited-service independents through full-service luxury hotels representing sellers in conventional sales as well as lender-owned transactions for banks and institutions.

      Mark Woodworth is President of PKF Hospitality Research, (PDF-HR), a CBRE company. Mr. Woodworth has over 30 years of hospitality industry experience in both a consulting and hands-on operational capacity. Mr. Woodworth has managed and conducted consulting assignments, involving both the public and private sectors, throughout the U.S. He has worked for the industry’s leading lenders, developers, chains and management companies and has dealt with all aspects of operations, development and financing.

      Edward P. Walsh has nearly 30 years of experience in hotel real estate valuation, consulting, sales and finance. He founded Alpine Realty Capital to provide real estate investment banking services, including debt and equity raising, transaction services, and consulting. Mr. Walsh also provides development related services, including site selection and acquisition, market feasibility analysis, franchise and design recommendations, and capital structuring.

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    • Financing Renewable Energy: Alternative Sources of Capital
      Financing Renewable Energy: Alternative Sources of Capital Tim Walsh, Bill Baker, Jill Feldman, Robert Cudd Recorded: Jun 30 2010 10:00 pm UTC 75 mins
    • Morrison & Foerster's Cleantech practice group and Silicon Valley Bank presented the Annual Cleantech Roadshow Seminar in Palo Alto on June 17, 2010.

      Program Overview:

      Financing is a crucial component of any successful renewable energy project, especially during difficult economic times. For many capital intensive technologies in the wind, solar, biomass, and geothermal sectors, innovative project finance techniques make large scale deployment possible. The program discussion focuses on the various financing structures available and the current and future financing trends.

      Renewable energy projects rely on traditional financing methods, such as debt and private equity sources, but they often incorporate innovative new approaches to these transactions. In addition, renewable energy financing is increasingly drawn from government resources, through Department of Energy grants, loan guarantees, and tax incentives. The panel explains the existing renewable finance options, discusses the benefits and disadvantages of various financing methods, and provides guidance on the efficient use and monetization of tax and other government incentives. In addition, the panel explores how renewable energy finance has been impacted by the economic recession and makes predictions about future financing trends that are expected to accompany the economic rebound.

      The program consists of a moderated panel of finance experts who provide insight from the legal, investor, and company perspectives.

      Speakers:
      Tim Walsh, Head of Structured Products, Silicon Valley Bank
      Bill Baker, Director, GCA Savvian
      Jill Feldman, Partner, Morrison & Foerster LLP (Finance)
      Robert Cudd, Partner, Morrison & Foerster LLP (Tax)

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    • Draft Superhuman to Super-Humane
      Draft Superhuman to Super-Humane Annie Lawler Recorded: Jun 15 2010 9:00 am UTC 29 mins
    • These days, we’re encouraged to be on the go 24/7 and the pace at which we lead life is amazing. This situation has been encouraged in our society in numerous ways. Our focus is often on money and material possessions, but as our standards of living are increasing, we are tied into greater debt to support it and this can become more of a millstone than an asset. In short, modern culture encourages us to be Superhuman and because of this, we are influenced to set ourselves impossible targets. When we fail to reach these, we become dissatisfied, unhappy and self-critical. The concept of Super-Humanity is to free ourselves of the need to be Superhuman, starting with unconditional acceptance of ourselves, those around us and our world. One of the key words is 'BALANCE'. As a culture at the moment, I believe we’re out of it, in more ways than one!! This Webcast is your introduction to creating greater calm, focus and confidence in your life so that you can create the life and happiness you seek.

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