Financial Analysis & Capital Structure topics pertain to issues involving cash flow, loan workouts, and valuations, amongst others. Sessions categorized within this domain will aid both the seasoned and junior restructuring professional as they attempt to tackle the challenges presented on a client’s balance sheet or assets.
Bitcoin, Blockchain, & Beyond
Chapter: Arizona
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Date: January 19, 2017
Registration: Member: $45 Nonmember: $55 NextGen/Young Professional: $35 Student: $25
Annual Asset-Based Lending Panel
Chapter: Northeast
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Date: March 10, 2017
Registration: Member: $75 Nonmember: $125
2017 TMA Case Study Luncheon Series Session 3: "Sinking Ship LLC" A Receivership Tale
Chapter: West Michigan
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Date: March 14, 2017
Registration: Member: $25 Nonmember: $40 Next Gen/Young Professional: $15
De-risk: How Traditional Banks Are Teaming with Non-Bank Lenders
Chapter: Tennessee
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Date: March 16, 2017
Registration: Member: $50 Nonmember: $65 Next Gen/Young Professional: $50
Current Insight on Credit Approval
Chapter: Minnesota
The below panel of local credit officers will provide current insight on the credit approval process. They will address topics such as pricing, terms, the current regulatory environment and the impact the current administration is having on those topics.
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Date: March 16, 2017
Registration: Early Bird Member: $30 Early Bird Nonmember: $45 Early Bird Next Gen/Young Professional: $30 Member: $45 Nonmember: $75 Next Gen/Young Professional:$45 Student: $45
Finance: It's a Whole New World
Chapter: Arizona
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Date: March 16, 2017
Registration: Member: $40 Nonmember: $55 Next Gen/Young Professional: $35
Senior Bank Credit Officer Panel
Chapter: New York - Upstate
Join us and the Buffalo and Empire Chapters of the RMA for an insightful discussion on the current state and outlook for commercial lending with senior banking credit officers who will provide the audience the perspective of local community & regional banks on the current commercial lending credit environment to assist in working with their own businesses or on behalf of clients in managing their capital needs.
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Date: March 16, 2017
Registration: Member: $30 Nonmember: $40 Next Gen/Young Professional: $25 Academic/Government: $30
CTTMA, TMA NE, ABI & NYIC Credit & Bankruptcy Symposium
Chapter: Regional
Date: May 4 - May 5, 2017
Chapter Luncheon - SLC State of the Economy
Chapter: Rocky Mountain
Date: May 23, 2017
Registration: Member: $35 Nonmmber: $50
Opening Keynote: Tom Petrie, CEO of Petrie Partners
2016 Distressed Investing Conference
During his career, Mr. Petrie has been an active advisor on more than $200 billion of energy related mergers and acquisitions, including many of the largest in the industry. Among his other assignments, Mr. Petrie led the teams that advised the Kingdom of Saudi Arabia on its natural gas initiative, the State of Alaska on gas pipeline options, and the U.S. Department of Energy on the sale of the Elk Hills oilfield.
Commercial Loan Workouts In An Increasingly Complex Regulatory Environment
2016 Western Regional Conference
The legal and regulatory burden is becoming massive in the United States. U.S. agencies published 3,586 final rules in 2015 alone. Bankers, including special asset managers, operate under a byzantine array of rules and regulations. The regulatory framework is not only growing, it is evolving (changing) over time. Bankers receive constant training on these topics and banks are continuously refining their compliance processes. To competently perform their roles, restructuring and workout professionals must have an appreciation of the regulatory framework applicable to banks and their customers.
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Disruption in Silicon Valley
2016 Western Regional Conference
Panel Overview
• On-demand Industry
• Valuations
• Legal Issues
• Future of the industry
• Opportunities for restructuring professionals
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Bankruptcy Jeopardy Powerpoint
2016 Annual
Women in bankruptcy game.
Fiduciaries Gone Wild: Corporate Governance for Distressed Entities
2016 Annual
What happens when money is taken out of a healthy company, when there’s a conflict with the parent/subsidiary when the subsidiary is insolvent, and when professional issues arise associated with corporate governance?
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The Valuation of Distressed Businesses: Establishing a Framework and Avoiding Pitfalls
2015 Distressed Investing Conference
Financially distressed businesses behave in unpredictable ways, which adds to the challenges of assessing the value of such businesses. This session considers guideline transactions, discount rates, the cost of financial distress, the value of tax shields, and other factors in the context of valuing financially distressed businesses. When properly considered and evaluated, such factors can offer structure, methodologies and techniques that assist in avoiding valuation pitfalls and provide a framework from which meaningful and supportable conclusions of value can be derived.
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Alternatives to Bankruptcy
The 2015 TMA Annual
This session helps you to understand alternatives in a distressed situation and how the decisions are made. This session covers strategies for creating value in a distressed sale, driving competition amongst bidders while keeping customers during the process, and what leads companies to do a 363 sale and the alternatives and opportunities they face along the way.
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Capital Markets: Is 8 the New 6 in the World of Purchase Price Multiples?
The 2015 TMA Annual
If 50 is indeed the new 40, is eight the new six in the world of purchase price multiples, and what might the implications be for corporate renewal professionals?
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The Financing and M&A Markets in 2014
Chapter: Tennessee
Date: January 30th, 2014
Buy-Side Distressed Investing Trends and Issues
2014 Distressed Investing Conference
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Debt for Control Deals: Obstacles, Solutions, and Opportunities
2014 Distressed Investing Conference
Practical discussion of issues faced—many on a recurring basis—and solutions found in cutting-edge loan-to-own deals. Topics include busting the ghosts of DBSD (avoiding pitfalls from critical cases in loan-to-own scenarios), credit bidding – benefit without burden (control credit bid prior to outlay of capital for secured debt), conquering lending group holdouts, dealing with foreign assets, DIP strategies, and special issues in regulated industries.
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The Fulcrum Playbook: How has the Last Cycle Changed Things
2014 Distressed Investing Conference
Where do investors need to be in the capital structure to maximize recovery in the most efficient time period? With uncertainty as the focus, panelists discussed issues surrounding the decisions in riding through a bankruptcy process or selling positions due to uncertainties.
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The Cornerstone to the Distressed Debt Investment Realization
2013 Distressed Investing Conference
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Outlook, Opportunities, and Pitfalls of Distressed Debt in Europe
2013 Distressed Investing Conference
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Complex Capital Structure/Loan Documents
2013 Distressed Investing Conference
Unitranche structures are one of the most prevalent middle market financing structures today. The structures are varied and evolving quickly. Unitranches present unique interlender issues that have yet to be tested in insolvency and restructurings. The panelists, some of the most prominent and active unitranche players in the industry, will discuss how unitranche transactions are structured, debate the unique features of interlender arrangements, and speculate as to how these structures might play out in bankruptcy.
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Distressed Real Estate Chapter 2 - the Next (and Final?) Phase
2013 Distressed Investing Conference
Now that the banks, servicers, advisors, and professionals have gone through four years of workouts what lies ahead? Which geographic regions can see light at the end of the tunnel and which ones still have danger looming ahead? This panel will explore how the world has changed over the past four years, with insight from the top minds in the real estate restructuring world. The panelists will touch on how deals get completed in this phase of the cycle and how the capital markets view certain situations and certain markets.
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Follow the Money - The Ultimate Investor's Prospective
2012 Distressed Investing Conference
The appetite for certain kinds of investments is in large part the result of direction established by institutional limited partners. To understand what investments are attractive, you must understand how the ultimate investor is motivated. What is the investor’s view of the macro environment? How has historic performance in distressed investing impacted their portfolios? How much are institutional investors willing to allocate to distressed investing? What criteria drive a manager’s selection? Are investors and managers aligned today? How have their distressed investments done in comparison to other parts of their portfolio? Is the investor adequately compensated for the risk and illiquidity? This session will explore these questions and more with several of the most prominent limited partners in the world.
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Lenders Battling Over a Melting Ice Cube - Delphi's Emergence from Chapter 11
2012 Distressed Investing Conference
Delphi’s bankruptcy exposed critical faultiness between post-petition lenders. The case generated intense conflict between members of the different tranches of the DIP loan syndicate, and pitted the DIP syndicate against another post-petition lender—General Motors, under substantial control by the federal government— with its own special interest in the outcome of the bankruptcy as Delphi’s primary customer. Each conflict was resolved in interesting and groundbreaking ways. These cutting-edge developments offer useful lessons on the scope of collective action clauses, the right to credit bid, the strength of customary postpetition lender protections, and strategies for resolving intercreditor conflict and for resolving an administratively insolvent case.
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Presentation Supplemental Materials
Maximizing Business Value and Asset Recoveries - Putting Everything on the Table
2012 Distressed Investing Conference
There are many ways to create business value, but how confident are you in ensuring that process maximized the business value or asset recovery? This session will provide both a broad overview of how to maximize business value or a one-off asset recovery, and the tactical approaches to achieve the maximum recovery. Whether value is created by the sale of a business through an out of-court or a Section 363 process, or by real estate, tangible or intangible assets, or optimizing supplier contracts, this panel of experts will provide examples of how business values and asset recoveries can be maximized and even some lessons learned.
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