Robert Collins and Josh Deringer will introduce the nontraded closed-end fund structure.  They will describe the legal and operational considerations when determining to structure a tender offer fund or an interval fund. They will also discuss the appropriate strategies for these fund structures, the distribution channels and investor suitability considerations, and other operational considerations. Rob and Josh will also discuss leverage limitations and considerations with NAV lines and other types of borrowings these funds engage in, as well as considerations in structuring credit investments by these funds. Registration now open to LSTA Members.

About half of the states have now adopted the 2022 amendments to the Uniform Commercial Code. The presenters, both of whom served on the drafting committee for the amendments, will discuss several practical points that might “slip through the cracks” on what practitioners should now be considering. Presented by Edwin Smith, Partner at Morgan Lewis and Steven Weise, Partner at Proskauer Rose. Registration now open to LSTA Members.

Upcoming webinar titled Loan Total Return Swaps: What You Need to Know will be taking place on Wednesday, November 20th. Registration to open mid-November. Registration will be open to LSTA Members.

Upcoming Ethics CLE taking place on Tuesday, December 3, 2024. More details and registration will become available in November 2024.

Energy M&A and finance practitioners from Haynes and Boone, LLP will discuss the latest trends in oil and gas matters. Registration to open mid-November to LSTA Members.

Surveys consistently show that geopolitical risk is perceived as one of the principal sources of disruption to the current loan market. So, what can we expect for 2025? Geopolitical analyst and advisor David Chmiel will return to provide his annual overview to members of the key challenges in international affairs to the loan market and the global economy. Registration for LSTA Members will be opened in mid-November.

Upcoming joint event between LSTA and Fitch. More details and registration will be provided early November 2024.