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Commercial Finance: Fundamentals of Loan Documentation

The New York Society of Security Analysts (NYSSA)

May 24, 2017
8:30 AM - 4:30 PM EDT

Speakers: James C. Schulwolf

May 24, 2017
8:30 AM - 4:30 PM EDT

The New York Society of Security Analysts (NYSSA)
1540 Broadway, Suite 1010
New York, NY  10036


Chair and Speaker: Jim Schulwolf

Please join Jim Schulwolf and leading practitioners for this full day CLE seminar which will examine various aspects of commercial lending of particular importance to finance attorneys. Commercial finance has become increasingly complex, requiring counsel to have an understanding of financial covenants, cash management, derivatives, borrowing base assets, UCC perfection and more. This seminar will provide high-level instruction on documenting commercial loans, as well as best practices with regard to legal opinions and the latest thinking on electronic documentation.

Seminar sessions include:

  • Structuring Financial Covenants, EBITDA, and Events of Default to Maximize Borrower Protection and Lender Remedies
  • Swap Documentation in Loan Transactions: Coordinating ISDA Master Agreement and Loan Agreement Terms
  • E-Signatures and Electronic Loan Documentation: Complying with ESIGN/UETA, Interplay With the UCC
  • Opinions of Counsel in Lending Transactions: Scope and Assumptions, Substantive Opinions and Qualifications
  • Asset-Based Lending: Navigating Borrowing Base, Article 9 Collateral Issues, and Key Loan Documentation Provisions

For agenda information and to register please click here


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