Event Details

Loan Market Events & Education

Through a series of global conferences, webcasts and CLE seminars, the LSTA educates loan market participants and promotes the asset class. In addition, a series of multimedia presentations are made available to the broader investment community.

Thinking Through Terms in the Middle Market: What's In/What's Out

December 20, 2018, 4PM to 5:15PM (ET)

Our panel of experts will analyse the latest trends in the middle market and will focus on the following:

  • Calculating EBITDA: Parsing through the add-backs
  •  The many facets of the “Investment Basket”
  • Restricted, Unrestricted, Non-Guarantor, Immaterial and Excluded Subsidiaries: The changing nature of a corporate structure
  • Asset Sale provisions: Balancing Flexibility with Preservation of Collateral
  • Accumulating capacity to make dividends: When conditions matter
  • Equity and other cure rights: The effect of borrower notice
  • Day 1 debt capacity: Tracking additional “Indebtedness”


Thursday, December 20, 2018
4PM to 5:15PM (ET)|Webcast Only (instructions to join will be sent out 2 hours prior to event)
Registration|Open to LSTA Members
1.5 CLE Credit|For NYS Transitional and Non-Transitional - Areas of Professional Practice.
Dial-In | Will NOT be Available

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  • Carolyn Alford, Partner, King & Spalding LLP
  • Mike Blumberg, Executive Director, Varagon Capital Management
  • Brad Charchut, Managing Director, Bain Capital
  • Linda Filardi, Senior Director and Associate General Counsel, Capital, Moderator
  • Martha Gurwit, Managing Director, Antares Capital
  • Nan McNally, Partner, AEA Investors, L.P.
  • Jane Summers, Partner, Latham & Watkins LLP
  • Joshua A. Tinkelman, Partner, Latham & Watkins LLP
  • Tess Virmani, LSTA, Intro

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