The Intensive Short Course in Secured Lending and Debt Finance

Faculty 2018 Brochure

Back for its 11th year! This intensive OsgoodePD course will provide you with a comprehensive understanding of loan transactions. Review the essential legal components of a financing transaction step-by-step, with a focus on the strategic and tactical concerns from each of the borrower’s and the lender’s perspectives.

This program will cover:

• Overview of Canadian debt financing, including an examination of products currently offered and how they reflect the current business climate
• Working with the commitment letter and term sheet
• Negotiating and drafting loan documentation from a lender’s or borrower’s perspective
• Loan agreements – which clauses are most important and why
• Objectives and requirements of appropriate due diligence
• Negotiating intercreditor arrangements and structuring priorities between lenders
• Strategic and tactical concerns in taking, perfecting and enforcing security
• What every professional needs to know about the ISDA Master Agreement and Schedule
• Understanding critical issues raised by the type of credit facilities to be established and the form of financing (e.g. asset-based lending vs. equipment lending)
• Best practices for providing opinions
• Understanding your role as counsel/professional to the lender or borrower

Program Chairs

• Eric Belli-Bivar, DLA Piper (Canada) LLP
• Don M.E. Waters, McMillan LLP

Faculty

• Alison Beer, Legal Counsel, Ontario Securities Commission, Derivatives Branch
• Eric Belli-Bivar, DLA Piper (Canada) LLP
• Joyce Nernasek, Osler, Hoskin & Harcourt
• Chris Burr, Blake, Cassels & Graydon LLP
• Richard Coombs, Director, Loan Syndications and Investment Banking, TD Securities
• Michael Disney, Davies Ward Phillips & Vineberg LLP
• John Estey, President, Stonebridge Lease Financing Corporation
• David Ferris, Fasken Martineau DuMoulin LLP
• Dan Flaro, CFA, SVP, Country Executive, MB Business Capital Canada Inc.
• Jill Fraser, Aird & Berlis LLP
• Pat Forgione, McMillan LLP
• Francesca Guolo, Goodmans LLP
• Andrew McFarlane, DLP Piper (Canada) LLP
• Tim Murray, Managing Director, Corporate Banking, RBC Capital Markets
• James Padwick, Wildeboer Dellelce LLP
• Stephanie Robinson, Associate General Counsel and Managing Director, Capital Markets – Corporate Banking, BMO Financial Group
• David Rozin, Assocuate Vice President – Technology Banking, Business Services, National Bank of Canada
• Mark Saraiva, Director, Loan Syndications, Corporate Banking, CIBC Capital Markets
• Howard Silverman, Borden Ladner Gervais LLP
• Don M.E. Waters, Partner, McMillan LLP
• Courtney Wilson, Stikeman Elliott LLP

View the 2018 Brochure PDF

Fees

Fees include attendance, program materials, continental breakfast, lunch and break refreshments. Group discounts are available. Please inquire about financial assistance.

Group Discounts for CLE Programs

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.

Program Changes

We will make every effort to present the program as advertised, but it may be necessary to change the date, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute a full refund (less $75 administration fee) is available if a cancellation request is received in writing 14 days prior to the program date. No other refund is available.

FAQs

Have questions? Read our FAQs.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Program Lawyer

If you have any questions or would like more information please contact:
Alexandra Karacsony
akaracsony@osgoode.yorku.ca