Attention:

Decisions, Decisions: Investment Strategy


Level: Advanced
Runtime: 70 minutes
Recorded Date: August 04, 2017
Click here to share this program

Agenda


  • Trust Indenture Act
  • Issue Presented
  • Marblegate Asset Management LLC v. Education Management Corp.
  • BOKF, N.A. v. Caesars Entertainment Corp.
  • Marblegate Reserved
  • Key Takeaways
  • Advising Lenders and Borrowers on Make-Whole Claims in Bankruptcy
Runtime: 1 hour and 10 minutes
Recorded: August 4, 2017

Description

This panel will analyze the impact of recent decisions on investment strategy, including the use of restructuring support agreements and federal and state law remedies, as well as the litigation risk of recoveries absent a bankruptcy filing; the acceleration of debt maturities and redemption/“make whole” premiums; and the scope of ? 546(e) “safe harbor” provisions.

This program was recorded on August 4th, 2017.

Provided By

American Bankruptcy Institute

Panelists

Jeffrey N. Rothleder

Member
Clark Hill PLC

Jeffrey N. Rothleder is a Member in Clark Hill’s Corporate Restructuring and Bankruptcy practice group in the firm’s Washington, DC office. Jeff’s practice focuses on financial restructuring, corporate trust matters, and workout proceedings on behalf of financially distressed companies or their creditors, including representation of debtors, indenture trustees, creditors and creditors' committees, investors and purchasers in in-court and out-of-court restructurings. Jeff represents a wide variety of clients in the enforcement of the entire spectrum of creditors' rights involving secured, unsecured, public or private, and taxable and tax-exempt debt through his work with indenture trustees, lenders, individual creditors, and official committees in Chapter 11 cases.

Jeff also has experience representing debtors, including the restructuring of large companies through the Chapter 11 process or conducting the orderly liquidating and comprehensive asset sales for a diverse group of companies, with a constant view toward balancing the maximization of recoveries for creditors with the protection of the rights of debtors and sellers.

Jeff holds membership in the American Bankruptcy Institute and Maryland Bankruptcy Bar Association. He is the Membership Chair of the American Bar Association Committee on Trust Indentures and Indenture Trustees and is on the Advisory Board for the American Bankruptcy Institute Mid-Atlantic Conference.

Jeff received his JD, with honors, from the University of Maryland School of Law in 2002.

Hon. Stacey L. Meisel

U.S. Bankruptcy Judge
U.S. Bankruptcy Court District of New Jersey

Stacey L. Meisel is a federal bankruptcy judge on the United States bankruptcy court, District of New Jersey. She was appointed to the court on September 24, 2015, and her term will expire on September 23, 2029.

Teresa C. Kohl

Managing Director
SSG Capital Advisors, LLC

Teresa C. Kohl is a Managing Director for SSG Capital Advisors and is responsible for originating and leading investment banking transactions, as well as managing SSG’s litigation advisory practice. She has completed over 100 restructuring matters including refinancing and sale transactions for middle market companies in bankruptcy proceedings and out-of-court workouts.

Prior to her transition to investment banking, she led financial and operational restructuring engagements for boutique advisory firms. Past clients include publicly traded, privately held, private equity sponsored and family owned companies in the healthcare, retail, manufacturing, building products and financial services industries. Teresa is a frequent speaker on financial and operational restructuring issues, bankruptcy, and special situation transactions.

She serves on the Board of Directors of the American Bankruptcy Institute and as an Executive Board Member and Vice President of Conferences for the Turnaround Management Association (TMA Global). She was the first woman to lead TMA’s largest global chapter (New York City) as President and she co-founded TMA Global’s Network of Women. She also serves on the board of Living Beyond Breast Cancer, a national non-profit organization that connects people with trusted breast cancer information and a community of support. Teresa is an active member of the Association for Corporate Growth, the Association of Insolvency and Restructuring Advisors and the International Women’s Insolvency and Restructuring Confederation.

Teresa received TMA Global's Outstanding Individual Contribution Award in 2017.

Kevin P. Clancy

Partner
CohnReznick LLP

Kevin Clancy is a partner with CohnReznick Advisory in the Restructuring and Litigation Advisory practice.In this role, he provides financial advisory and litigation support services specializing in the areas of bankruptcy, debt restructuring, and investigative and forensic accounting. Kevin provides financial and economic analysis of insolvent and troubled companies, provides advice in turnaround and crisis situations, counsels purchasers in the acquisition of assets within the bankruptcy arena, and provides expert advice to parties in both civil and criminal litigation matters. He has more than 15 years of accounting and financial experience in both national and regional public accounting firms and in the private sector.

Kevin has been involved in dozens of complex forensic accounting and financial investigatory matters. He has represented various official committees in bankruptcy proceedings including unsecured creditors, reclamation creditors, and asbestos property damage creditors and has been qualified as, and testified as, an expert in numerous bankruptcy courts throughout the United States and in state courts.

He has represented court-appointed trustees, receivers, and examiners and has been involved in a large number of high profile cases including TOUSA, Yellowstone, Ginn/St. Lucie, Chemtura, Fleming Foods, Federal Mogul, Pittsburgh Corning, Wall Street Deli, ICH (Arby’s), Enron, and WorldCom. He has written articles on bankruptcy-related topics and financial fraud issues and has spoken before various professional organizations.

With extensive knowledge of the healthcare industry and healthcare insolvency matters, Kevin has been involved in some of the most complex bankruptcies and restructuring cases in the industry. These have involved issues such as health insurance fraud investigations, sale-leaseback transactions, and bankruptcy remote vehicles. He also has significant experience in the financial services, telecommunications, distribution, and real estate development industries.

Similar Courses

Card image cap
92 minutes
#MeToo: Empowering Employees and Employers to Address Workplace Sexual Harassment & Violence
Join our expert attorneys as they discuss how employers can work to prevent and eliminate sexual harassment and violence in their workplace, and create an environment in which employees are able to respond to and report incidents without fear of retaliation. Not only is there a deep moral imperative to rectify sexual harassment in the workplace and promote an equitable work environment, but also there is significant monetary liability as a potential consequence for employers who fail to address harassment in the workplace.

American Bar Association

$115

Add to Cart
Card image cap
77 minutes
§ 363 Sale Issues
Dive into Section 363 sales issues, including whether there are limits to “free and clear”; the GM conflict between Sections 365(h) and 363(f) (“lease-stripping”); sales free and clear of leasehold interests, restrictive covenants and override royalties; being free and clear of successorships in CBAs; selling free and clear of environmental liabilities (La Paloma, Exide); and loan-to-own strategies.

American Bankruptcy Institute

$75

Add to Cart
Card image cap
63 minutes
2018 CA Consumer Privacy Act: The Big Tail Wagging the U.S.
In this session, two leading information governance attorneys will share why you need to and how you can be ready.

Legalweek

$65

Add to Cart
Card image cap
59 minutes
2018 Global Discovery: International Compliance in the Cloud
Join us for a session examining legal and regulatory changes in store for 2018 and best practices for compliance in the cloud.

Legalweek

$65

Add to Cart
Next